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Episode 5: Down Market Mini Series - Reassessing Your Financial Plan

In the final installment of our mini-series on financial strategies folks can pursue during down markets, Jim and Victor talk about taking a step back and reassessing your overall Financial Plan:

  • Do the assumptions you used to create the plan still hold true?
  • Have your goals or risk tolerance changed?
  • Are there any steps you need to take to get your plan back on track?

This is also the first episode we recorded after deciding on a name!

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.