Winnow Your Wealth

著者： Chad Castle and Jessica Burch
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  • サマリー

  • With over 50 years of combined experience and different backgrounds, the team at Winnow Wealth has a dynamic that works well with clients of all ranges. From younger individuals to established couples, Winnow Wealth can work with anybody to help utilize your finances in the best way possible. The group’s strengths come together to help every person in every situation create a plan for their future. In our podcast, Chad Castle and Jessica Burch break down the obstacles facing your financial future.2
    2022 Winnow Wealth
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あらすじ・解説

With over 50 years of combined experience and different backgrounds, the team at Winnow Wealth has a dynamic that works well with clients of all ranges. From younger individuals to established couples, Winnow Wealth can work with anybody to help utilize your finances in the best way possible. The group’s strengths come together to help every person in every situation create a plan for their future. In our podcast, Chad Castle and Jessica Burch break down the obstacles facing your financial future.2
2022 Winnow Wealth
個人ファイナンス 個人的成功 経済学
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エピソード
  • Financial Sprints

    Financial Sprints
    2022/07/06

    Financial Planning is a marathon, not a sprint.  But it can be helpful to break this process down into several short sprints and focus on one item at a time.   Today, Chad Castle and Jessica Burch walk us through the five sprints you'll focus on in financial planning. A well-rounded financial plan doesn't happen all at once.

    • Sprint #1 - Secure your retirement income
    • Sprint #2 - Establish your investment account
    • Sprint #3 - Taxes Matter...a lot!
    • Sprint #4 - LTC expenses can wipe out your portfolio
    • Sprint #5 - What is your Legacy?

    (This idea originally came from Nick Davis at Brindle & Bay Wealth Management.)

    Contact  Winnow Wealth:

    Winnow Wealth Website: https://winnowwealth.com/

    Winnow Wealth Phone Number: (254) 776-8400
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    15 分
  • Beliefs Dictate Behavior

    Beliefs Dictate Behavior
    2022/06/15

    What we BELIEVE will dictate our decisions.  Chad Castle and Jessica Burch of Winnow Wealth explain 6 beliefs that are key to planning your financial future.

    • Belief #1 - Markets do very well over time (and short-term losses are part of it)
    • Belief #2 - Its difficult to time the market (capture gains / avoid losses)
    • Belief #3 - Betting on last year's winner is a bad approach
    • Belief #4 - Media is a bad source for decision making
    • Belief #5 - Our emotions have a huge impact on our financial outcomes
    • Belief #6 - There is ALWAYS someone that did better than me

    Contact Us:

    Winnow Wealth Website: https://winnowwealth.com/

    Winnow Wealth Phone Number: (254) 776-8400
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    17 分
  • A Proper Mental Mindset Wins

    A Proper Mental Mindset Wins
    2022/06/01

    The key to financial success starts with having the proper mindset.  Did you know that while investments generally earn a return rate of around 10%, investors only earn around 3%?  That's because too often, we give in to our emotions when market conditions change.  Today, Chad Castle and Jessica Burch of Winnow Wealth dive into this concept.  We cover:

    1. Mental preparation is a cornerstone to good investment behavior
    2. The Behavior Gap
    3. The markets WILL go down, and often.  Expect it.
    4. The markets WILL rebound, in time.  Be patient.
    5. Our return is often correlated to the risk (volatility) we are willing to take on
    6. Mentally prepare to take advantage of periods of market stress (buy low)

    Dalbar Website: https://dalbar.com/

    Contact Us:

    Winnow Wealth Website: https://winnowwealth.com/

    Winnow Wealth Phone Number: (254) 776-8400
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    17 分

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