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Month: October 2019

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Medicare with Jan Whitfield

October 21, 2019

10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield

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Psychology of Investing

October 21, 2019

10/19/2019 Hour 2 Psychology of investing, how investor actions affect returns

Podcast: Play in new window | Download (Duration: 44:36 — 62.2MB)

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Environmental Social and Governance (ESG) Funds

October 21, 2019

10/19/2019 Hour 3 Environmental social and corporate governance (ESG) funds with Jim Wood

Podcast: Play in new window | Download (Duration: 45:37 — 63.6MB)

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The Mind and Money

October 14, 2019

10/12/2019 Hour 1 The psychology of investment decision making

Podcast: Play in new window | Download (Duration: 44:06 — 61.5MB)

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Robo-Advisers and Socially Responsible Investing

October 14, 2019

10/12/2019 Hour 2 Robo-advisers and hidden management fees, socially responsible investing

Podcast: Play in new window | Download (Duration: 45:27 — 63.3MB)

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Investor Education

October 12, 2019

All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these

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Diversification and Mutual Funds Concentrated in Large US Companies

October 7, 2019

10/5/2019 Hour 1 Diversification, mutual funds concentrated in large US companies, large growth stocks – good and bad periods

Podcast: Play in new window | Download (Duration: 44:55 — 62.6MB)

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Recessions

October 7, 2019

10/5/2019 Hour 2 Recessions, cannabis stock speculation, gold, and coaching process

Podcast: Play in new window | Download (Duration: 44:57 — 62.7MB)

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