EXTRAordinary Retirement

Universal Investment Wisdom (Ep. 13)

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Investments are a key component of your retirement plan. Interested in understanding more about maximizing your investments?

Gregg Indovina and Nate Yeomans discuss foundational investment principles and the role of investments in financial planning. They explore setting specific goals, maintaining realistic return expectations, understanding market trends, and the importance of understanding risk and volatility.

Nate & Gregg discuss:

  • The importance of setting specific goals in investing and how it helps maintain focus and purpose.
  • How realistic return expectations can help manage emotions during market cycles.
  • The role of understanding market trends and managing risk in achieving investment success.
  • The necessity of having an investment strategy and the discipline to execute it to avoid emotional decisions.
  • The impact of investor psychology on investment outcomes and the importance of staying focused on long-term goals despite short-term market fluctuations.
  • And more.

    • Connect with Design Wealth Advisors: 

    • LinkedIn: Nathan Yeomans
    • LinkedIn: Gregg Indovina
    • LinkedIn: Design Wealth Advisors
    • DesignWealthAdvisors.com
    • (720) 833-7676
      • ...more
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      EXTRAordinary RetirementBy Nate Yeomans and Gregg Indovina