Prescribing Prosperity

Overcoming Financial Biases (Ep. 17)

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Are you planning for retirement? Do you know the risks you might face on the road to financial freedom?

John and Alex Soutsos discuss the dangers of familiarity bias and the importance of effective portfolio construction for a secure retirement. They highlight the pitfalls of being overly comfortable with familiar investments and advocate for a goals-based approach to enhance potential returns.

John and Alex touch on: 

  • The impact of familiarity bias on portfolio construction
  • The importance of adopting a goals-based approach for retirement planning
  • The significance of longevity and evolving financial needs in retirement
  • The unpredictability of life’s expenses and the importance of prudent investment strategies
  • And more

    • Connect with Med-Wealth Financial Services: 

    • Med-Wealth Financial Services
    • LinkedIn: John Soutsos
    • LinkedIn: Alex Soutsos
    • LinkedIn: Med-Wealth Financial Services
    • Twitter: Med-Wealth Financial Services
    • [email protected]
    • 905-568-2000
    • 1- 888-568-1170
      • ...more
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      Prescribing ProsperityBy John and Alex Soutsos