Adding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond. Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr.
[01:59] Introducing the topic of today’s episode
[03:03] A mid-year review: What should be in everybody’s wealth management plan in 2022?
[05:20] How we use Monte Carlo Analysis to stress test our clients’ wealth planning scenarios
[10:34] Newly retired or close to retirement? Here’s how you need to plan for it and why you need an Investment Policy Statement regardless of the stage of life you’re in.
[13:06] What to do if you don’t have a wealth management plan.
[14:37] US Market Update for the second quarter of 2022 and year-to-date
[18:06] Are we in a recession?
[26:48] Should I invest in stocks (for the long-term) right now or save in cash?
[30:49] 4 things that can help us determine the market bottom
[32:42] Wealth management strategies Monument used this year that WORK
[37:10] Parting thoughts & Words of wisdom: Cryptocurrency & Possibilities vs probabilities of markets going up/down