Why You Need An Investment Strategy

Having an investment strategy is a critical component to your long-term investment plan. This week, The Invested Dads walk through the three important factors to an investment strategy, which are time, tolerance, and goals. They then talk about what is going into these accounts, how much work is involved, and even give some tips if you are uncomfortable managing this on your own. And do not worry, they didn’t forget the dad joke of the week. Listen to this episode now! For show notes, links,...

Om Podcasten

Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to!From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’s next big chapter or looking to make sense of managing substantial wealth, The Wealth Mindset Show has got you covered!Tune in for everything you need to stay on course toward a secure, fulfilling future - one filled with meaning and purpose. Visit our website at thewealthmindsetshow.com