Episode 19

The Investor Dilemma – What should you do with your investments?

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Show intro (00:27)

Investors’ concerns (1:45)

  • Acknowledging the issues affecting the stock market currently – COVID, supply chain disruptions, political infighting, inflation
  • Anticipating a market disruption, dealing with market volatility, and being concerned about your money

Why do we invest? (4:21)

  • Dealing with the flood of information available as an investor and being able to discern what you should actually do
  • Reframing the conversation around investing and understanding why we invest in the first place
  • Reestablishing investor fundamentals and understanding what you own

 

Establishing a long-term view (11:20)

  • Talking like a long-term investor but reacting like a short-term investor
  • Owning a share of the business, buying high vs buying low, and understanding the economics of the investments we own
  • Finding opportunities within the market and taking greater ownership of what’s happening with your money
  • Assessing how our investments are actually doing, putting purpose behind why we are investing, and gaining proper perspective
  • Making good investment decisions and thriving in the midst of uncertainty 

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.


About the Podcast

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Ditch the Suits - Your Money, Your Life

About your hosts

Profile picture for Travis Maus

Travis Maus

As CEO, senior Wealth Manager, co-host of "Ditch the Suits," and host of the "Unleashing Leadership" podcast, Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.
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Steve Campbell

Steve co-hosts Ditch the Suits, hosts the One Big Thing Podcast, and serves as the Chief Brand Officer at S.E.E.D. Planning Group.