Obtenez 3 mois à 0,99 $/mois + 20 $ de crédit Audible

OFFRE D'UNE DURÉE LIMITÉE
Page de couverture de The Retirement Roundtable

The Retirement Roundtable

The Retirement Roundtable

Auteur(s): Veronica Redfield and Grant Hartmann
Écouter gratuitement

À propos de cet audio

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Économie
Épisodes
  • Year End Financial Planning Checklist
    Nov 15 2025
    The year-end is the most crucial time for financial action, and this episode provides your comprehensive checklist for finishing the year strong and setting up 2026 for success. We walk you through must-do steps like maximizing retirement contributions, strategically using tax-loss harvesting, and taking your Required Minimum Distributions (RMDs) before the deadline. Don't leave money on the table: tune in to ensure all your tax-advantaged accounts and investment portfolios are fully optimized before the calendar flips.
    Voir plus Voir moins
    Moins d'une minute
  • The Difference Between Risk and Fear: Part 2
    Nov 8 2025
    Picking up where Part 1 left off, this episode deepens our discussion on the critical difference between quantifiable risk and paralyzing emotional fear in your financial life. We explore how cognitive biases lead investors to make costly, irrational decisions, often causing them to sell low and miss out on long-term gains. Tune in to learn advanced techniques for building a strong behavioral defense, ensuring your investment strategy is driven by logic, not by market anxiety.
    Voir plus Voir moins
    Moins d'une minute
  • The Difference Between Risk and Fear: Part 1
    Nov 1 2025
    In the first part of this crucial series, we separate genuine investment risk from emotional financial fear, which often sabotages long-term portfolio growth. We analyze the common psychological traps that lead to poor decisions, like selling low during market corrections or chasing speculative assets. Learn how to identify true quantifiable risks in your portfolio and build the emotional discipline necessary to stay the course toward your financial goals.
    Voir plus Voir moins
    Moins d'une minute
Pas encore de commentaire