The WWW Podcast

In this episode of the Wealth Wise Women podcast, host Wes Caprill explores the evolving role of technology in the financial advising industry, with a particular focus on robo advisors.
Wes examines the initial promise of robo advisors to democratize investing and the reality of their impact on the industry. Discover why, despite their appeal and low cost, robo advisors have not revolutionized financial advice as predicted.
Wes discusses the limitations of robo advisors, including their lack of human touch, personalization, and holistic financial planning capabilities, and emphasizes the enduring importance of human financial advisors. Learn how human advisors provide essential behavioral coaching and tailored strategies, particularly for complex financial needs.
Join us as we delve into the balance between technology and human insight in crafting effective financial plans.
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In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors face: "Will I be okay?" and emphasizes the importance of having a comprehensive financial plan that answers with a resounding yes.
Discover strategies to navigate market turbulence, avoid rash decisions, and maintain a long-term perspective. Learn why checking your balances daily might not be the best idea and how understanding market dynamics can help you stay calm. Wes also highlights the significance of having a holistic financial advisor who is there for both the good and bad times, acting as both a financial and life coach.
Tune in to explore these strategies and ensure your financial journey is driven by confidence rather than fear.

(00:00) Introduction

(02:00) Managing Emotions in Investing

(Becky) Importance of a Comprehensive Plan

(10:00) The Pitfalls of Market Timing

(15:00) Strategies for Emotional Management

(20:00) The Role of a Holistic Financial Advisor

(25:00) Conclusion

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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

In this episode, financial advisor Wes Cuprill dives deep into the crazy world of cryptocurrency, exploring its mind-boggling volatility and the potential regulatory changes on the horizon. He breaks down why crypto might be more like gambling than investing, while still remaining curious about its future potential.
Chapters🕓
00:00 - Intro
00:14 - Welcome
00:34 - Crypto Regulation
01:45 - SEC Taskforce
02:38 - Skepticism
02:57 - Stability and Volatility
05:01 - Standard Deviation
06:10 - Sponsor
07:12 - Revaluation
07:55 - SEC Regulation
08:47 - Crypto Bias
09:33 - Historical Over-Hype
10:04 - Correction and Stabilization
11:02 - Final Thoughts
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In this episode of the Wealth Wise Women podcast, host Wes Cuprill dives into the misconceptions surrounding retirement and the financial challenges faced by divorced women. Building on last week's conversation with Dan, Wes discusses the inspiration and insights behind the book "Suddenly Single: A Divorced Woman's Guide to a Secure Financial Future." Learn about the common myths, such as relying solely on Social Security or remarriage for financial stability, and discover strategies to ensure a secure financial future post-divorce.

Explore the importance of understanding a true 50/50 asset split during divorce and how to avoid common financial pitfalls. This episode is packed with valuable advice for anyone navigating the complexities of divorce and retirement planning.

Chapters:

00:00 - Introduction and Recap

03:15 - Motivation Behind the Book

08:45 - Myth: Social Security as Sole Income

15:30 - Myth: Remarriage as a Financial Solution

20:00 - Myth: Relying on Children

27:10 - Strategies for a Secure Financial Future

35:00 - How to Get Your Free Copy

37:45 - Conclusion and Next Episode Preview

To order a free digital copy of "Suddenly Single: A Divorced Woman's Guide to a Secure Financial Future," visit moneyandclarity.com. If you're interested in a personalized financial planning session, head over to visitwithmc.com to schedule a meeting.
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

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What are Jamie Dimon and Warren Buffett doing? In this episode, Wes breaks down the recent headlines about Jamie Dimon selling millions in Chase stock and Warren Buffett sitting on a massive $334 billion cash pile.

What Jamie Dimon and Warren Buffett are doing with their money might not be the market crash warning many headlines suggest - Wes explains the likely reasons behind these moves and why financial media loves to stoke fear.

If you've been watching the news and asking yourself, "what are Jamie Dimon and Warren Buffett doing?" and what it means for your own investment strategy, Wes will share his perspective as a financial advisor on avoiding headline panic, the dangers of holding too much cash, and developing a balanced long-term approach to your finances.
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274