Rebecca Hotsko chats with Mark Boyer and Jason Jacobi. In this episode, they discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, Time tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review in terms of their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!
Mark Boyer, President of Boyer Financial Services, and Jason Jacobi, CFP®, Principal and Wealth Advisor, are two former collegiate and NFL football players who own a wealth management company in Newport Beach, California.
IN THIS EPISODE, YOU’LL LEARN:
00:04:20 – Their current outlook for the market for 2023
00:08:50 – The importance of “getting in the game” and investing early and often
00:13:06 – Time-tested strategies that investors can use to weather any market cycle
00:13:52 – How to determine what mix of assets is right to meet an investor’s goals
00:26:41 – What are some of the biggest behavioral mistakes investors make and how to avoid them
00:37:09 – What constitutes a well-built financial plan or “game plan”
00:38:12 – The year-end checklist that investors should review in terms of their financial plan and strategy
00:40:47 – How wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning
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Important Disclosures:
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Rebecca Hotsko and their company are not affiliated with or endorsed by LPL Financial or Boyer Financial Services.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
