Creating a Personal Investment Philosophy (Ep. 106)

In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike. They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments. 00:22 Summer Plans and Personal Updates 01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts 05:38 Costco Membership Fee Increase 07:06 Creating Your Personal Investment Philosophy 08:55 Investment Strategies and Risk Tolerance 17:34 The Importance of Staying Invested 27:38 RPA Recommends: Social Media and AI Tools 31:11 Closing Thoughts and Contact Information   Connect with Evermont Wealth:  [email protected] [email protected] (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth