Sector Investing, 401(k) Optimization, & Self-Planning (9/2/2023)

The Real Money Pros

Alan and Brian start by talking about the world of sector investing and its benefits, while also cautioning against the pitfalls of over or underweighting in a specific sector. Don't underestimate your 401(k) – it's one of your most valuable assets! Learn why precision is key when selecting investments for your 401(k) and how a knowledgeable financial advisor can make a difference when it comes to growth in that account. Your company's investment strategy may not be the most optimized... Finally, we underscore the importance of comprehensive financial planning, whether it's partnering with an advisor or meticulously navigating the process yourself. Bucket strategy, reviewing insurance policies, chartible giving, and more.

Hosts:

Alan Holman, CFP®, Wealth Advisor

Brian Wiley, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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