Shows
Money Checkup with Anjali JariwalaNavigating Market Uncertainty In A Crisis [RERUN]In the first few weeks of the COVID-19 pandemic, the markets were incredibly volatile. But they stabilized fairly quickly, and now, it looks as if the stock market will end 2020 at or near record highs. In March, Trace Tisler reminded us that prudent investors don’t chase returns — that makes investing a game rather than a strategy. Diversification is key to weathering storms. He was largely correct. To prepare for the next crisis, listen to his advice: https://fitadvisors.com/episode-34-navigating-the-market-uncertainty-of-covid-19/
2020-12-2958 min
Money Checkup with Anjali JariwalaFULL EPISODE | Navigating the Market Uncertainty of COVID-19This show was initially syndicated partially to Apple Podcasts. We're republishing it in an effort to share the full show. The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments out of the markets — that’s a risky gamble that, historically, has not paid off. AB...
2020-03-2458 min
Money Checkup with Anjali JariwalaNavigating the Market Uncertainty of COVID-19The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments out of the markets — that’s a risky gamble that, historically, has not paid off. ABOUT THE GUEST: Trace Tisler, CFP® is a financial advisor based in Hudson, Ohio, who primarily works with mid-career professionals and clie...
2020-03-2458 min
Behind The AdvisorEp #64: Creating a Unique Financial Planning Service Model with Trace TislerTrace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64
2016-09-071h 10Behind The AdvisorEp #64: Creating a Unique Financial Planning Service Model with Trace TislerTrace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64
2016-09-071h 10