The Journey Mindset

How can you best prepare for the final stage of your life? Tune into our show today, to stay on top of some major unexpected expenses that people have to deal with in retirement. Ron is able to give us the perspective not only as a former advisor, but also a currently retired individual. What a combination. Check it out! 

Be sure to connect with us at thejourneymindset.com

On our solo show this week we dive into the top two types of Cryptocurrencies, Bitcoin and Ethereum, and how those investments came into play in today's day and age. In order to make any investment, it is crucial we understand the components of what comprises that investment selection. Check it out to learn how each could impact your investment portfolio. 

Be sure to connect with us at thejourneymindset.com 

On this episode we evaluate a podcast done with Dennis Lynch where he details how they build their investment teams at Counterpoint Global--while also detailing part of their investment selection process. If you are an investor looking to improve upon your investment framework, this is the show for you! 

Be sure to connect with us at thejourneymindset.com 

What does it take to master the market cycle? This week's show dives into Howard Mark's framework for viewing the market and what he believes really drives the market as a whole. This is the second time we have examined an investor's entire market framework on the show and we believe it gives our listeners another phenomenal opportunity to build upon their confidence and market knowledge as investors. 

In this episode we examine the market framework and what drives the market as a whole. This includes understanding…

If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com or visit our company page cornerstone2invest.com.

Sean and Ron take a look at how we as individual investors can make the most of working at our main place of employment. This can be the number one wealth building tool for most investors and a great place to stash our monthly contributions for retirement. Tune into the show today to figure out a handful of 401(k) strategies you can employ, along with key questions you can ask your current employer to try to put yourself in the wisest place possible. 

1. Determine if your 401k plan has a match (5:04)

2. What to do if your company does not offer a match (7:16)

3. Find out if your company has a Roth option, and which type is best for you (11:16)

4. Look at the available investment fund selection (15:32)

5. Know what all you can use your 401k for and its benefits (20:49)

If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com or visit our company page cornerstone2invest.com.

If you are an individual or a family that is considering meeting or working with an advisor for the first time, this is the show for you! Sean and Ron look at some common ways that advisors try to navigate the initial meeting with a client. The end goal for this episode is that our listeners are better prepared for that first meeting with an advisor and feel more comfortable and confident about their financial situation. 

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Show Notes

In this episode we discuss some of the main topics typically brought up during a first meeting with an investment advisor…

1. Open questions to understand an individual's current life situation (5:20)

2. Investing experience (9:25)

3. What the individual is interested in and expect financially in the next few years (15:44)

4. The main purpose for today's meeting (19:19)

5. How the advisor believes they can help you (23:33)

If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com.

Have you every wondered to yourself if you have enough money to retire? You are not alone! Tune into our episode this week to see how many investors can avoid the downfall of going into retirement with a lot of stress and worry. Sean and Ron debate on what is the best route to take, to give yourself the most confidence heading into that final stage of life! 

Be sure to connect with us at thejourneymindset.com 

In this episode our listeners can learn how some of the most successful investors of all time employ the concept of "Margin of Safety" into their portfolios. Sean and Ron give their take on how each investor employ's this strategy and how it can be used based off of individual investor's risk tolerance and long term investing goals. Check it out today, to see how this strategy could possibly impact your long term investment performance! 

Be sure to connect with us at thejourneymindset.com 

Don't overreact to this episode title, but don't under react either! Our topic for this week is trying to take the healthiest view possible of the incredible market growth that we saw in 2020. While not trying to guess the exact timing of the market, we do have the ability to look back at the similarities of the past three major market crashes. Tune in to hear the bubble framework provided by Jeremy Grantham of GMO Asset Management and what we at Cornerstone Financial Consultants have to say about Grantham's comments. 

Be sure to connect with us at: thejourneymindset.com 

Tune into our show this week to see the new investing trend that has started to take over our market in 2021. As we've seen many investors shift their capital from growth assets to value assets, Sean and Ron discuss the reasons why the market has ended up in the place it has, as well as what we might be able to expect going forward. Check out the show to see if they think this trend will continue, or if we are in for another shift in the near future! 

Be sure to connect with us at thejourneymindset.com