• DIY Pitfalls, Financial Jargon and an Upcoming Event - April 5, 2025

  • 2025/04/05
  • 再生時間： 58 分
  • ポッドキャスト

DIY Pitfalls, Financial Jargon and an Upcoming Event - April 5, 2025

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • "On the Money with Jerry and Nick Royer" emphasizes the importance of professional financial guidance to secure a stable, low-risk retirement. Hosts Jerry and Nick Royer explain that a good financial advisor can significantly increase net returns through comprehensive strategies including behavioral coaching, asset allocation, rebalancing, and tax planning. Drawing parallels with sports, they illustrate that small, consistent improvements, akin to coaching in golf, can lead to substantial long-term benefits. The podcast underscores the common pitfalls of DIY investing, such as emotional decision-making and tax inefficiencies, advocating for professional assistance to avoid these errors.

    The Royers stress the value of a holistic retirement plan that encompasses multiple facets of financial management, including investment, income, tax, healthcare, and estate planning. They caution against the "set it and forget it" mindset, asserting that continuous management and adjustments are necessary to maintain a healthy financial portfolio.

    For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/
    続きを読む 一部表示

あらすじ・解説

"On the Money with Jerry and Nick Royer" emphasizes the importance of professional financial guidance to secure a stable, low-risk retirement. Hosts Jerry and Nick Royer explain that a good financial advisor can significantly increase net returns through comprehensive strategies including behavioral coaching, asset allocation, rebalancing, and tax planning. Drawing parallels with sports, they illustrate that small, consistent improvements, akin to coaching in golf, can lead to substantial long-term benefits. The podcast underscores the common pitfalls of DIY investing, such as emotional decision-making and tax inefficiencies, advocating for professional assistance to avoid these errors.

The Royers stress the value of a holistic retirement plan that encompasses multiple facets of financial management, including investment, income, tax, healthcare, and estate planning. They caution against the "set it and forget it" mindset, asserting that continuous management and adjustments are necessary to maintain a healthy financial portfolio.

For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/
続きを読む 一部表示

DIY Pitfalls, Financial Jargon and an Upcoming Event - April 5, 2025に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。