Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
-
ナレーター：
-
著者：
このコンテンツについて
Rachel Rasmussen, MBA, CFA, CDFA®, Investment Manager and Shareholder, and Zach Binzer, CFP®, Financial Planner and Shareholder, both of Foster & Motley, Inc., discuss the importance of evaluating financial advice. They explore how to differentiate between well-intended recommendations and misleading information, the role of emotions in investing and the importance of staying disciplined with financial decisions.
Key Takeaways:
(00:52) People share wins, not losses.
(01:58) Always question the intent behind advice.
(03:52) FOMO can lead to bad investments.
(04:25) Expertise in one field doesn’t mean expertise in investing.
(06:29) Trends don’t always fit your situation.
(07:35) Ask for details before acting.
(09:32) A financial advisor gives perspective.
(11:32) Discipline beats emotional decisions.
Resources Mentioned:
Foster & Motley, Inc. | Website
https://www.fosterandmotley.com/
Connect with Rachel Rasmussen and Zach Binzer:
info@fosterandmotley.com
+1 513-561-6640
Foster & Motley
https://www.fosterandmotley.com/
LinkedIn: Rachel Rasmussen
https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/
LinkedIn: Zach Binzer
https://www.linkedin.com/in/zach-t-binzer-cfp/
LinkedIn: Foster & Motley, Inc.
https://www.linkedin.com/company/fosterandmotley/
#WealthManagement #FinancialPlanning #InvestmentAdvisory #WealthManagementPodcast