Are you investing based on your feelings or your financial reality?

In this video, we break down the critical difference between risk tolerance and risk capacity—two key concepts that can make or break your investment strategy. Whether you're just getting started with financial planning or fine-tuning your portfolio, understanding these terms can help you make smarter, more personalized decisions.

Just because you're comfortable taking risks doesn't mean you should—and just because you're cautious doesn't mean you can't. Watch to find out why!

#FinancialPlanning #RiskTolerance #RiskCapacity #Investing101 #PersonalFinance #WealthManagement 

For more info check out https://www.jossbrown.com/

What are Roth Conversions, and should you be using this strategy? A clear, concise guide to Roth conversions. Learn when, why, and how to convert — and how it can impact your long-term financial plan.

For more, visit www.jossbrown.com

Should I own real estate, or should I have Reits in my portfolio? Listen in as Dan and Katherine discuss the pros and cons to each and also their personal experiences with real estate!

#realestate #investing #Reits 

For more episodes, visit www.jossbrown.com 

Following an awful first quarter that saw negative returns across the board, the U.S. investment markets staged a remarkable comeback, banishing (for the moment) worries about the risk of a recession, a slowdown in consumer spending, and the uncertainty over trade wars and tariffs. Listen in for a more in-depth conversation!

 
#moneytalks #financialwisdom

For more info check out https://www.jossbrown.com/

In this episode, we dive into the often-overlooked but crucial topic of property titling and beneficiary designations. Learn how proper titling can help avoid probate, ensure a smooth transfer of assets, and protect your loved ones from legal headaches. Whether you own a home, bank account, or investment portfolio, understanding these tools can make a lasting impact on your financial legacy. 

For more episodes, visit www.jossbrown.com

Welcome to the Joss Brown Podcast! On this episode, we discuss the wide world of alternative investments. Precious metals, real estate, x2 inverse index funds... There will be plenty of ways to diversify a portfolio. 

For more episodes, visit our website at www.jossbrown.com. 

Listen in as we talk about the first quarter of performance across the different markets! #moneytalks #financialwisdom
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

In this episode, Michelle and Deven break down the often-overlooked world of benefit packages. From health insurance and retirement plans to stock options, wellness perks, and tuition reimbursement, we explore what’s typically offered, what it’s really worth, and how to evaluate these benefits when considering a new job or negotiating an offer. Do not get caught up with the salary number but take into account all the other options that the employer is offering!

#finance #Benefits #workbenefits

For more episodes, check out www.jossbrown.com

In this episode, we dive deep into one of the most underrated keys to long-term financial success: discipline. Whether you're just starting your investment journey or refining a seasoned strategy, sticking to your plan when the markets get turbulent can make all the difference.

Join us as we explore practical, time-tested tips for staying focused, calm, and committed—even when headlines scream panic. 

Listen in to this episode as Katherine discusses credit with our special guest, Jeremy Jordan. What is it? How can it be used? What are some common misconceptions? This is all discussed in this great episode. 

#moneytalks #financialwisdom #mortgagebanking 
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Jeremy's Information | https://www.atlanticbay.com/jeremyjordan/