• Strategic Investing: Beyond Emotions

  • Oct 11 2024
  • Durée: 23 min
  • Podcast

Strategic Investing: Beyond Emotions

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  • Résumé

  • In this week's conversation, Randy & Peggy Fisher discuss the upcoming workshops focused on the financial implications of the upcoming election, particularly the contrasting plans of Trump and Harris. They delve into the persistent issue of inflation and its impact on retirement savings, emphasizing the need for a non-emotional, methodical investment strategy. The discussion also covers the importance of year-end financial planning, including tax strategies and insurance considerations, all framed within a holistic financial planning approach that integrates various aspects of clients' financial lives.

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