EPISODE · May 2, 2023 · 12 MIN
Plan Better: Financial Strategies vs Tactics
from Ready For Retirement · host James Conole, CFP®
Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger picture. In this episode, we’ll discuss how the context in which you view your portfolio can steer your financial decisions for years to come.Questions answered:What’s the difference between financial strategy and financial tactics?What are the key pitfalls to avoid?Time stamps0:00 Intro1:15 Losing focus on the bigger strategy2:40 Example of focusing too much on tactics6:40 Your tactics would be…7:45 Why Roth conversions aren’t always the right choice8:50 Example of winning the battle but losing the war11:00 Make sure you’re prioritizing strategy11:20 Summary11:54 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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What this episode covers
Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger picture. In this episode, we’ll discuss how the context in which you view your portfolio can steer your financial decisions for years to come. Questions answered: What’s the difference between financial strategy and financial tactics? What are the key pitfalls to avoid? Time stamps 0:00 Intro 1:15 Losing focus on the bigger strategy 2:...
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Plan Better: Financial Strategies vs Tactics
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