Rob Marks returns to break down why market timing is one of the biggest mistakes investors make—and how to stay ahead with a smart, long-term investment strategy. If you’ve ever felt the urge to pull your money out when markets dip, this episode will change the way you think about volatility, wealth preservation, and tax-efficient planning.
Rob, a Certified Financial Planner at Smallwood Wealth Management, dives into the psychological traps investors fall into, the hidden risks of holding too much cash, and how to build a financial plan that weathers market uncertainty. With decades of experience, Rob explains why the best days in the market often follow the worst—and how missing them can cost you big. Plus, he shares expert tax strategies to maximize your retirement savings.
Chapters:
00:00 Introduction
01:36 Why Market Timing is a Costly Mistake
03:40 Long-Term Growth vs. Emotional Investing: The Power of Staying Put
06:00 Handling Market Volatility: Smart Strategies for Investors
10:09 Tax Strategies to Protect & Maximize Your Wealth
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