5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip

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Retirement Planning - Money Not Math

Drew Erickson

193 episodes

5 days ago

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

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Investing

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5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip

Retirement Planning - Money Not Math

56 seconds

10 months ago

5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip

In our latest Coffee Talk video/podcast, we dive into smart retirement planning tips:

1. 5 Mistakes to Avoid with Your Investment Portfolio.

2. How inflation affects your stocks and bonds 📉🏦

3. 4 purchases keeping the middle class from retiring early 💡💰

Full podcast: https://creators.spotify.com/pod/show/drew-erickson7/episodes/5-Mistakes-to-Avoid-with-Your-Investment-Portfolio--1-16-25-Retirement-Planning-Coffee-Talk-e2tj8q1

Join us for these weekly Coffee Talks to connect and get valuable advice—even if you're not a client. Whether you join us on Facebook Live or drop by my office for a free coffee, there's no pressure to become a client. Feel free to message me directly if you prefer to ask questions privately.

My mission is to provide high-quality advice and service to my 100 active clients, but I'm dedicated to sharing valuable information with as many people as possible through these Coffee Talks.

👉 Schedule a private call if you have questions! https://outlook.office365.com/owa/calendar/Gb122ad25bf0742de9ef95f26af89fd04@5stonefinancial.com/bookings/s/ytXDEtRh0E-29mrENW6_Uw2

Disclaimer: This content is not legal, tax, or investment advice. Consult a qualified professional regarding your own situation. Since this is a live session, I may occasionally make a mistake.

Articles referenced: https://www.morningstar.com/portfolios/5-mistakes-avoid-with-your-investment-portfolio-2025?utm_source=eloqua&utm_medium=email&utm_campaign=MorningDigest&utm_content=None_60248&utm_id=31092

https://www.morningstar.com/markets/is-inflation-really-what-ails-stocks-bonds?utm_source=eloqua&utm_medium=email&utm_campaign=SmartInvestor&utm_content=None_60263&utm_id=31107

https://finance.yahoo.com/news/4-purchases-keeping-middle-class-140016805.html

#RetirementPlanning #EmptyNesters #InvestmentTips #Inflation #EarlyRetirement #FinancialAdvice #Coffee