What Do You Own and Why Do You Own It? - Episode 11 episode artwork

EPISODE · Jan 27, 2022 · 34 MIN

What Do You Own and Why Do You Own It? - Episode 11

from The MPowered Finance Podcast with Sid Misra, CFP® · host Sid Misra, Certified Financial Planner™

What do you own and why do you own it?  It’s a simple question that we should all be able to answer when it comes to our investment choices.  Yet for most investors, it’s a question they do not have an answer for and more often than not, have not even thought about.  Many investors have no real idea how their money is currently invested or more importantly, how to invest based on their needs and goals.  They tend to listen to “experts” in magazines, on TV, on social media apps or, they follow the “advice” of their family and friends, who also may not have a full understanding of the investment choices.  So how should the average person approach investing when there are so many options to choose from and so much noise on what decisions to make?Tune into this episode of the MPowered Finance Podcast where we discuss the framework which will allow for investors to make the choices that will be most beneficial towards what they are trying to accomplish.  This framework is called the MPowered Finance Investment Hierarchy.Thank you for tuning in!Sid's WebsiteSid's LinkedInSid Misra, Certified Financial Planner™Beacon Financial Group#retirementincome #retirementplanning #retirementwithdrawals #financialplanning #taxplanning #socialsecurity #retirementstrategy #401k #IRA #RothIRA #medicare #wealthmanagement---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: ...

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What do you own and why do you own it? It’s a simple question that we should all be able to answer when it comes to our investment choices. Yet for most investors, it’s a question they do not have an answer for and more often than not, have not even thought about. Many investors have no real idea how their money is currently invested or more importantly, how to invest based on their needs and goals. They tend to listen to “experts” in magazines, on TV, on social medi...

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What Do You Own and Why Do You Own It? - Episode 11

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This episode is 34 minutes long.

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This episode was published on January 27, 2022.

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