Sage Planning Solutions

Sage Planning Solutions

By Sage Planning SolutionsBusinessInvesting
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Sage Planning Solutions episodes

  • Accumulation Phase

    The show starts at 1:25.

    In this episode, we delve into the Accumulation Phase of the Financial Planning lifecycle, a pivotal stage in your financial future. Join our team as they uncover strategies, tips, and insights to help you effectively address this critical period. From understanding risk tolerance and asset allocation, we explore the key components essential during the Accumulation Phase.

    49 min
  • How did they get it so wrong? The bull market in 2023.

    Speed to 1:47 to get into the episode.

    In this eye-opening episode, we delve deep into the shocking discrepancies between economic predictions and the reality of what unfolded in 2023.

    We dissect the baffling errors made by economists, fundamentalists, and market analysts who confidently predicted the trajectory of the economy and equity markets, only to see their forecasts fall flat.





    Securities and advisory services offered through Cadaret, Grant & Co., Inc., a registered broker-dealer and Registered Investment Adviser and Member FINRA/SIPC.

    56 min
  • Keeping up with the Joneses

    Speed up to 1:44 to bypass intro:

    Join us on “Keeping up with the Joneses” as we delve into the fascinating world of financial decision-making and the pressures of keeping up with the Joneses. We explore the timeless pursuit of wealth and status, the pitfalls that come with it, and the strategies to navigate them wisely.


    Securities and advisory services offered through, Grant & Co., Inc., a Registered Broker-Dealer Registered Investment Adviser, and Member FINRA/SIPC. Sage Planning Solutions is a separate entity from Cadaret, Grant & Co., Inc

    31 min
  • Fear Of Missing Out - FOMO

    In today's episode, we’ll be exploring "The Fear Of Missing Out," a sentiment that often plagues investors and individuals alike. Join us as we delve into the emotions investors often grapple with when facing FOMO, its potential influence on decision-making, and the effective strategies to overcome it. Whether you're a seasoned investor or just starting your financial journey, this episode will provide valuable insights to help you make informed decisions and navigate the world of finance with confidence. Don't let FOMO dictate your financial choices – tune in now and take control of your investment decisions!

    Securities & Advisory Services offered through Cadaret, Grant & Co, Inc., member FINRA/SIPC.

    39 min
  • Meet the Sage Planning Solutions Founders.

    Welcome to the Sage Planning Solutions Podcast Prelude. In this introductory episode, we'll take you behind the scenes and introduce you to the founders who will be joining you on this journey through the world of Wealth Management. We will provide an overview of the industry and set the stage for insightful discussions.

    17 min

About Sage Planning Solutions

From the publisher's feed

Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning.