Concentration in Your Investment Portfolio

01/04/24 • 30 min

Ever found yourself pondering whether to place your hard-earned cash into that one golden stock or to play it safe across the board? Join me, Dr. Preston Cherry, as we navigate the treacherous yet potentially lucrative waters of concentration risk in investment portfolios. Discover why betting big on a single sector, like tech, or diversifying your stakes among the vast sea of the S&P 500 can each steer your financial ship towards vastly different horizons.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Previous Episode

How to Experience Retirement Transition with Charles H. Cherry, Jr

Joining us on our latest episode is Charles H. Cherry Jr., my father, who brings a treasure trove of insights on how to gracefully glide into retirement. He and my mom have navigated the financial seas with a keen eye on their 401K and emergency funds, charting a course to a retirement filled with exploration, hobbies, and the luxury of time unbound by the nine-to-five. Through their story, we unearth the critical steps for financial security and the personal philosophies that have made their transition not just a mere change of pace, but an adventure in its own right.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Next Episode

Using Positive Psychology for New Year Finance Goals with Ashley Quamme

Embark on a transformative journey with us as we explore the impact of positive psychology on financial resolutions, guided by the insightful expertise of Ashley Quamme. Discover how a shift in mindset, from mere goal-setting to embracing well-being and purpose, can turn your New Year's aspirations into reality. You'll learn the significance of writing down intentions for enhanced clarity and success, and why understanding the profound interplay between emotions and financial security is crucial for happiness. This episode promises to illuminate your path to financial well-being with the enlightening principles of positive psychology.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey

Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.

#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation