Home Team Services Blog Contact YOUR Income Toolkit
Schedule an Appointment
Client Login

Video: What is "Good" Investing?

financial planning retirement income toolkit
What is Good Investing

We often see the financial sector prioritize investing over planning. And while investing remains integral to strategic financial planning, we've recognized that retirement income planning has a much broader scope.

So what is "good" investing? And how does it fit within retirement income planning? Great questions. In this video, managing partner Sherwood Greer, CFP®, RICP®, elaborates on our definition of "good" investing and optimal strategies to possibly implement within your own portfolio. Click below to watch.

 

"What is Good Investing" Video Transcript

00:00:00 Intro

00:00:24 Two Dangerous Emotions

00:00:50 Two Important Keys to Focus on as an Investor

00:01:18 Importance of Understanding the Market Cycle

00:01:45 Focusing on Your Goal and Objective

00:02:17 Down in Value versus Permanent Loss

00:03:41 Math of Loss

00:04:49 Importance and Impact of Diversification

00:06:32 Conclusion

Wondering how you will fund your retirement years?

 

Check out our FREE 7-video "Retirement Income Toolkit" series
to learn about the income tools available for you!
Send me the FREE 7-Video Series ->

Categories

All Categories financial planning permanent life insurance podcast retirement income toolkit secure act 2.0 tax relief wall of worry

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures