Making your money work for you

Post Thanksgiving observations - Why defensive preparation is critical to do now!

Discussion on important factors that may want you to re-evaluate your portfolio position and consider the benefits of starting your -de-risking strategy as the markets are rising. 
You can choose to be proactive, or you can choose to be reactive. 
One choice is you planning and executing your plan. The other is you following the whims of the markets to determine your fate. 
Which type of investor are you?

Markets are good right now - Do you have a defensive strategy for when times change?

When do you think it is best to prepare for a storm, when there is preparation time or when the storm is hitting you full force?
When do you think it is a good time to plan your defensive strategy, when the markets are good and you have time, or when the markets are selling off and you are competing with everyone else to get out?
This episode discusses some of the steps for having a defensive strategy.
Income tomorrow starts with a plan today. 

Is this market peaking?

Is this market peaking?
How would we know?
What strategies can we take?
Listen to this podcast!

More Preparation ... ARE YOU PREPARED?

There are warning signs. 
Are you paying attention and have you taken steps to be prepared?
This episode discusses various preparation strategies for life and for your portfolios. 

Preparation - steps you can take to prepare

Markets do not always go up. 
Weather sometimes brings hurricanes.
Are you prepared for an emergency, are prepared with your records, your portfolio and your contacts?
Can you withstand an emergency?
Be Prepared!

Don't be remembered as the bum that couldn't plan and left others to clean up your mess

Some people leave a mess, have a health issue or just get impacted with a disaster and they leave others stranded - they are bums. They never planned, they left everyone else to clean up their mess and then they die. 
Don't be a bum.
Plan for the emergencies that happen in life, the health issues that happen and the financial pitfalls that happen when markets sell off, disasters take over and be prepared. 
This episode provides simple steps we all can take ahead of "the storm" in order to be well-prepared and to not only survive, but to live with the peace of mind that you did the things that needed to be done, and provided for the important people in your life. 

Preparation is the key. Are you prepared for potential financial "disasters" and risks? And how do we identify growth opportunities in the markets?

We have all witnessed the devastation of the hurricanes that destroyed the properties and possessions of people in Florida, Georgia, Tennessee, and North Carolina - and our hearts go out to the people and their families.
This gives us a moment to pause, reset into an Attitude of Gratitude, and then review our financial affairs to see if we are prepared for the financial "storms" that come with life and death.
Hope is not a plan, and putting things off is a way to avoid being responsible.
For the loved ones in our lives, for our own peace of mind, and for the duty to live responsibly as good stewards, it is imperative that we take the initiative to make sure that we prepare ahead of time for when the financial storms hit us. 
That is what we will discuss, as well as go into a discussion of how to define a growth investment, and what are the data metrics and KPIs that we look for?
Welcome to "Making Your money work for You".
For more information, visit www.personalincomesolutions.com
 

Making your money work for you: Narrative vs Analysis: Making investment decisions

Have you noticed that it is hard to find unbiased, independent fact-based information these days?
Social Media tries to get you addicted to their platform (public testimony to Congress), the Corporate Media is filled with public relations, propaganda and  disinformation, and they all want to get YOU to SPEND YOUR MONEY WITH THEM.
This program explores how to MAKE YOUR MONEY WORK FOR YOU!
We also explore the adviser relationship and how collaborative professional services can help you to become a well-informed investor.