Learned Helplessness-ness | Your Money Podcast – Episode 421

 Heard from your Advisor lately? The guys dig into the new emerging trend of national firms trying to minimize client anxiety, review annual or ‘end of year’ planning priorities, and take a moment to review the hazards of learned helplessness before diving into a day in the life of Ted Zhang. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Introduction 2:00 – Monogrammed Shirts 7:00 – 11 Year-End Planning Priorities 9:30 – Target-Date Funds 14:30 – Loss Harvesting 19:00 – 5 Steps for Minimizing Client Anxiety 27:00 – The Backfire Effect 33:30 – Correspondence from England 39:00 – Fear of Going Lower 44:00 – A Day In the Life of Ted Zhang 50:00 – Limiting Long-Term Losses 59:30 – Wrapping Up — Show Links: Follow These 5 Steps to Minimize Client Anxiety https://www.thinkadvisor.com/2022/10/06/follow-these-5-steps-to-minimize-client-anxiety-orions-daniel-crosby The Fund that Helped Investors Bet Against Cathie Wood is Taking On Jim Cramer – The Contra Cramer Fund! (it’s about time) https://www.fa-mag.com/news/the-fund-that-helped-investors-bet-against-cathie-wood-is-taking-on-jim-cramer-70026.html Planning for a Special-Needs Beneficiary: How to Avoid Missteps https://financialadvisoriq.com/c/3771024/487154/planning_special_needs_beneficiary_avoid_missteps 11 Year-End Planning Priorities to Discuss with Your Clients https://www.thinkadvisor.com/2022/10/06/11-year-end-planning-priorities-to-discuss-with-your-clients Coal prices and outlook – U.S. EIA https://www.eia.gov/energyexplained/coal/prices-and-outlook.php Global coal demand is set to return to its all-time high in 2022 – IEA https://www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022 Measure Twice: Sizing Europe’s Natural Gas Crisis https://doomberg.substack.com/p/measure-twice-sizing-europes-natural A Lump of Oil – Doomberg https://doomberg.substack.com/p/a-lump-of-oil — To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe. As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: [email protected], [email protected], [email protected], or [email protected]. – Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to RevereAsset.com The post Learned Helplessness-ness | Your Money Podcast – Episode 421 appeared first on Revere Asset Management.