facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
RECOVER! Building a Financial Plan that Prevents a Secondary Stall of your Money Thumbnail

RECOVER! Building a Financial Plan that Prevents a Secondary Stall of your Money

RECOVER!

Building a Financial Plan that Prevents a Secondary Stall of your Money

Wednesday, September 29th, 2021

6:00 P.M. (PDT)


CLICK TO REGISTER HERE!


Fundamentals

        • The Industry: Past, Present, and Future(?)
        • "Energy Management" of your money
        • Cash flow is paramount: the budget as your money's throttle control

Risk Management

        • The Basics: Avoid, Reduce (Mitigate), Transfer (Insurance), Retain (Assume)
        • The Big Ones: loss of medical, furlough
        • Rainy day (year?) fund: your plan's altitude below
        • The "side-hustle" as a hedge 

Investing

        • Investing vs. Gambling
        • Asset Allocation, Dollar-Cost-Averaging
        • Alternative Investments: real estate, collectibles, cryptocurrency
        • Personal capital: Is that type rating worth paying for out-of-pocket?


SIGN UP HERE! 


Image: https://www.faa.gov/regulations_policies/handbooks_manuals/aviation/airplane_handbook/media/06_afh_ch4.pdf