Does Your Portfolio Fit You? episode artwork

EPISODE · Jul 26, 2024 · 16 MIN

Does Your Portfolio Fit You?

from Wealth Decisions by Brian

Whether you're just starting your investment journey or a seasoned investor looking to reassess your strategy, understanding your risk tolerance is the key to building a portfolio that aligns with your financial goals and helps you sleep soundly at night.In today's episode, I cover:1. What investment risk really means2. Factors that influence your personal risk tolerance3. Different types of investment risks4. Strategies for assessing your risk tolerance5. How to align your investments with your risk profilePre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:⁠⁠⁠⁠https://www.momentouswealthadvisors.com/bookTo explore the 3 Choices for Advice and Guidance go to:⁠⁠⁠https://www.momentouswealthadvisors.com⁠To see what it would look like to hire me as your fiduciary financial advisor go to:⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠To schedule a Discovery Call go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brian D Muller(AAMS©), Founder, Wealth AdvisorPodcast Disclaimer:The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230. We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

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Does Your Portfolio Fit You?

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