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Why Market Volatility Shouldn’t Scare You

Volatility in the market isn’t new—and it doesn’t have to derail your retirement plan.
In this episode of the Financial Leadership Podcast, BAM Advisory Group CEO and investment advisor representative David Afraimi breaks down the emotional side of investing and how smart planning—not predictions—could help you stay the course.

You’ll learn:
✔ Why sharp market drops are normal
✔ How to avoid panic and emotional decision-making
✔ The potential risks of missing the market’s best days
✔ How our three-bucket strategy is designed to help you manage income, growth, and liquidity
✔ The importance of defining your personal risk tolerance
Whether you're nearing retirement or just want clarity during uncertain times, this episode is about empowerment through perspective and planning that puts purpose before panic.

📊 Topics Covered:
• 25 years of historical lessons from 2000, 2008, 2020, and beyond
• What can happen when you sell low and miss the rebound
• The math behind long-term market participation
• How volatility impacts retirees taking income from investments
• Why your portfolio’s risk level must match your personal threshold

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📞 Email us at info@bamadvisorygroup.com or schedule a meeting with a BAM Advisor https://calendly.com/initial-phone-callrr/initial-phone-call?month=2025-01

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🔗 Helpful Links:

Additional episode: https://youtu.be/JALzFyrBL-k

Contact us for a budget, income, and tax analysis: https://calendly.com/initial-phone-callrr/initial-phone-call?month=2025-01

Our Bam Advisory Seminar Book: https://online.fliphtml5.com/refcp/zqko/#p=24

#FinancialPlanning #RetirementPlanning #InvestmentPlanning #ThreeBucketStrategy #RetirementIncome #BAMAdvisoryGroup #WarrenBuffett

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisory Group are unaffiliated entities. Licensed Insurance Professionals. We are not affiliated with any government agency, and do not provide tax or legal advice or services. This material is provided for educational purposes only and should not be construed as advice or a recommendation. Always consult with qualified financial, tax and legal advisors. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Видео Why Market Volatility Shouldn’t Scare You канала David Afraimi, Investment Advisor Representative
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