In The Final Analysis
Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated. Wisdom Financial Management, LLC One Oxmoor Place 101 Bullitt Lane, Suite G-5 Louisville, KY 40222 502-425-4000 wisdomchoice.net
Episodes
In this In The Final Analysis minisode, financial advisor Joe Frederick kicks off our series of investing knowledge for generations. He discusses the importance of Gen Z (born ~1996-2010) getting their investing journey started as young adults, and how social media is impacting their financial literacy. This includes recommended resources for financial education and assessing risk-tolerance.
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In this episode of In The Final Analysis, financial advisor Jim Yockey delves into the mindsets and behavioral finance strategies that can help or hinder dealing with headline uncertainty. This is when feelings of anxiety or even panic can arise from the constant stream of market, national, and global news headlines that may even be designed to trigger such emotions and instigate unhelpful reactions.
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In this In The Final Analysis minisode, financial advisor Joe Frederick explains what exactly a "Financial Advisor" does and how they can help clients. He also shares his journey getting started at Wisdom Financial Management, and what sets Wisdom apart as a financial management firm.
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Discussions in this show should not be construed as specific recommendations or investment advice. Alwa...
In this episode of In The Final Analysis, financial advisor Jim Yockey discusses how he analyzes the risks and challenges throughout life that could threaten your financial plan. This includes planning for economic volatility, long-term uncertainty, and financial emergencies. He also delves deep into the decision-making strategies and reactions that could help or hinder your financial future.
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In the first minisode of In The Final Analysis, financial advisor Joe Frederick explains some of the financial topics that are currently hot on the public's mind, including...
- Tariffs
- Inflation
- USD
- Social Security
- Market Algorithms
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional ...
In this episode of In The Final Analysis, financial advisor Jim Yockey discusses the decision-making psychology that leads to participating in investing as a financial strategy, as well as the markets' relationship to economies, inflation, and personal finance.
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Discussions in this show should not be construed as specific recommendations or investment adv...
...it's what you do with money that is magic!
In this episode of In The Final Analysis, financial advisor Jim Yockey discusses various motivations, goals, and journeys one can have on the road to financial confidence. Jim dives deeper into the behavioral finance psychology around money and emotions, the heightened emotions that come with investing, and how he approaches those emotions as an advisor. We also share resources to hel...
In this episode of In The Final Analysis, financial advisor Jim Yockey explains the relationship between uncertainty and financial decision-making. He delves into the process of decision-making strategies, personal and societal factors that can create a sense of uncertainty, and how to manage one's feelings of uncertainty when it comes to money.
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Discussio...
In such a vast industry as finance, how do we at Wisdom Financial Management decide what topics to expand on for our clients and audiences?
Today on In The Final Analysis, financial advisor Jim Yockey explains the common questions we get at the office and why we create content around behavioral finance.
Stay tuned for new episodes coming out every month in 2025!
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In this October 2023 episode of In The Final Analysis, financial advisor and host Jim Yockey explains some of the cognitive biases at play in financial decision-making.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge I...
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Fina...
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Fina...
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Fina...
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