Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
The Agent of Wealth - Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment

Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment

The Agent of Wealth

03/17/20 • 18 min

plus icon
Not bookmarked icon
Share icon

The markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life.

In this episode, you will learn:

  • How rebalancing your portfolio helps you stick to your investing plan, regardless of what happens in the market.
  • Why it may be a good time to consider: A 15 year mortgage, pre-paying your retirement plan, and harvesting tax losses.
  • Why it’s important to understand your risk tolerance and risk needs.
  • The best times to execute a Roth conversion.
  • And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000

03/17/20 • 18 min

plus icon
Not bookmarked icon
Share icon

The Agent of Wealth - Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment

Transcript

spk_0: 0:02
welcome to the agent of wealth Podcast with Mark about is from about his financial. In this podcast, Marc helps guide you towards financial freedom ensure you never run out of money and create a balance in life that prioritizes what is most important to you. Join us for this journey as Mark draws for years of expertise and guest experts to solve the multiple wealth building challenges involved in your financial life.
spk_1: 0:32
Welcome

Episode Comments

0.0

out of 5

Star filled grey IconStar filled grey IconStar filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey Icon
Star filled grey Icon

No ratings yet

Star iconStar iconStar iconStar iconStar icon

eg., What part of this podcast did you like? Ask a question to the host or other listeners...

Post

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/the-agent-of-wealth-36854/focus-on-what-you-can-control-6-strategies-to-take-advantage-of-the-cu-1475834"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to focus on what you can control: 6 strategies to take advantage of the current environment on goodpods" style="width: 225px" /> </a>

Copy