Financial success is not about following arbitrary rules of thumb or beating a market index. It's about getting the big things right so that you can win at your game, not everyone else's. Emily Harper, a CFP(R) and Partner at Monument, joins Dave and Jessica to talk about better ways to think about success. She also shares how we define "financial planning" at Monument (spoiler: it's not budgeting).
"The Psychology of Money" by Morgan Housel is an endlessly quotable book. Dave, Jessica and Ro Punyani share our favorite quotes from the book and why they resonated with us. We talk about why you should keep cash, volatility and uncertainty, the difference between getting wealthy and staying wealthy, and why you should plan for your plan to not go to plan. Learn more about Monument Wealth Management at: www.monumentwealthmanagement.
Dividend-growth stocks are not the same as dividend stocks...they're better. Ro Punyani, a member of Monument's portfolio management team, joins our "Off the Wall" podcast with hosts Jessica Gibbs and David Armstrong to explain dividend-growth stocks, their role in a portfolio, and how you can even improve on them by also incorporating momentum.
Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem? The thing is, life insurance can be very beneficial when done right... so let's get down to it.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Let's take a look at the evolution of the relationship between women and finances...and how women can make sure they're thinking "like a breadwinner". In episode 7 of Monument Wealth Management's "Off the Wall" Podcast, Jessica and Dave talk with Jennifer Barrett, Head of Content at Fidelity and author of "Think Like a Breadwinner: A wealth-building manifesto for women who want to earn more (and worry less)." Connect with Jennifer: https://www.linkedin.
Bonds aren't boring! In episode 6 of Monument Wealth Management's "Off the Wall" Podcast, Monument's Portfolio Manager Erin M. Hay, CFA, is back to explain what bonds are and how they are affected by changes in interest rates and inflation. Listen to the end to hear Erin and Dave's thoughts on the role of bonds in portfolio strategy and their favorite bond resource: Jared Dillian's bond master class (@dailydirtnap on Twitter).
What do women say they wished they'd known or started doing sooner when it comes to their finances? Jessica shares takeaways from her interviews with dozens of women, including the importance of financial literacy and why winging it isn't a strategy. https://monumentwealthmanagement.com/disclosures
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered? Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones. Check out www.trustate.com for more info, as well as Trustate’s booklet on what to do when someone dies.