Knowing What Investments You Own and Why

Investing isn’t just about spotting good opportunities; it’s about choosing the right ones for you. In this episode, Colin and Victor share a real-life story of a client who nearly put money into what he believed was a safe utility bond, but it turned out to be a high-risk oil and gas venture. Fortunately, he reached out for a second opinion and avoided a costly mistake.

This story highlights a powerful truth: even a solid investment on paper can be a poor match for your personal goals. Understanding what you own, why you own it, and how it fits into your broader financial plan is critical. Let’s talk about why, before you commit to any investment, it’s important to make sure it supports where you are and where you're headed.

Here’s some of what we discuss in this episode:

🧭 Matching investment choices to your goals and life

🚩 The danger of buying something you don’t fully understand

⚠️ Why "one-size-fits-all" investment solutions can be dangerous

🎯 Assessing risk vs. reward in retirement planning

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