Ep477: Investment Diversification via Stocks and Bonds with Matt Borowski, CPWA®, CIMA®

Explore investment diversification through stocks and bonds with private wealth advisor Matt Borowski, CPWA®, CIMA®. Learn about the crucial role of financial advisors in guiding diversification decisions and practical tips for diversifying your investment portfolio. Matt will also share investment strategies in the private sector, so hop in!KEY TAKEAWAYSChallenges that come along with greater financial successPrivate investment strategies to diversify your portfolioThe role of financial advisors in your portfolio diversification and investment decisionsSimple tips for diversifying your investments in 2024 Reasons you must be mindful in transferring IRAs to self-directed investmentsRESOURCES/LINKS MENTIONEDThe Ultimate Gift: https://imdb.to/3wUFXfE  Die With Zero by Bill Perkins: https://amzn.to/3wGccPF Edward Jones: https://www.edwardjones.com/us-en Fidelity Investments: https://www.fidelity.com/ Charles Schwab: https://www.schwab.com/ ABOUT MATT BOROWSKI, CPWA®, CIMA®Matt is a partner and senior wealth manager at True North Advisors. As a Certified Private Wealth Advisor and Certified Investment Management Analyst professional, Matt serves high-net-worth individuals and families with an independent, client-centric approach to investment management and holistic financial planning. CONNECT WITH MATTWebsite: True North Advisors: https://truenorthadvisors.com/ LinkedIn: Matt Borowski: https://bitly.ws/3f9MS CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!Explore Identity-Level Recalibration→ Schedule a conversation with Julie to see if The Recalibration is a fit for you→ Learn about The Recalibration Cohort→ Join the next Friday Recalibration Live experience → Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes.→ Follow Julie Holly on LinkedIn for more recalibration insights→ Download the Misalignment Audit→ Subscribe to the weekly newsletter→ Books to read  (Tidy categories on Amazon- I've read/listened to each recommended title.)→  One link to all things...