In episode 301 of Financially Simple, Justin looks at the expected ROI when calculating your Wealth Gap.
Few things are constant especially in the world of finance, and it is important to bear that in mind when considering your investment returns as the markets fluctuate up and down going through their various cycles. In this episode, Justin goes over the factors and types of cycles that can affect your investments, and how best to approach these uncertain market conditions.
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TIME INDEX:
00:50 - What ROI Should I Assume When Calculating My Wealth Gap?
02:23 - Investment Assumptions
04:29 - Timeframes Matter
07:28 - Dividend Rates
09:41 - Economic Cycles
12:48 - Business Cycles
14:49 - Cycle-Type Investing
19:14 - The Glide Path of Your Financial Plan
23:09 - Summary
RESOURCES:
Financially Simple Educational Website
Subscribe to the Financially Simple Newsletter
NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit
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BIO:
Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute’s Exit Planner Leader of the Year.
DISCLOSURES:
This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of
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