What’s the Best Investment Strategy for Women Nearing Retirement?

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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Видео What’s the Best Investment Strategy for Women Nearing Retirement? канала The Wealth Wise Podcast