EPISODE · Oct 7, 2022 · 13 MIN
3 Lessons Learned In 2022 So Far | You’re Mid-Career
from Financial Breakaway: Your Clear Path to Retirement · host Ryan Hitchcock
2022 has been a tough year all around. So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations. I try to explore these observations and lessons learned through a financial planning lens for the everyday person. 01:00 - Intro 02:20 - Observation 1: Traditional backup savings plans don't cut it 03:25 - What can we learn: How to create a good backup plan AND a backup, backup plan 05:22 - Observation 2: Not diversified enough in your investments 06:40 - What can we learn: How earmarking accounts and addressing risk according to that account can help 08:00 - Observation 3: Seeing an opportunity to be opportunistic 08:50 - What can we learn: Strategies to take advantage of down markets to better your long term financial plan Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
What this episode covers
2022 has been a tough year all around. So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations. I try to explore these observations and lessons learned through a financial planning lens for the everyday person. 01:00 - Intro 02:20 - Observation 1: Traditional backup savings plans don't cut it 03:25 - What can we learn: How to create a good backup plan AND a backup, backup plan 05:22 - Observation 2: Not diversified enough in your investments 06:40 - What can we learn: How earmarking accounts and addressing risk according to that account can help 08:00 - Observation 3: Seeing an opportunity to be opportunistic 08:50 - What can we learn: Strategies to take advantage of down markets to better your long term financial plan Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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3 Lessons Learned In 2022 So Far | You’re Mid-Career
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