On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
A look through the lens of Mindset - Strategy - Tools at some of the challenges in the current interest rate environment. From a mindset standpoint, the key message today is don’t get stuck in how things have been done in the past just because they have been done that way. As they say in military circles, “The enemy always gets a vote.” When the world adjusts, it is important to be flexible in the response. From a strategy standpoint, the big question is how to get yield AND safety when the interest rate environment is moving against bonds in the current environment. Finally, as we look at tools, we will explore a set of tools you might not expect to help us get yield without giving up safety. As always, consult your advisor before making a decision, as every tool may or may not be appropriate for your situation.