Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment of your team's performance mirrors the worry of seeing your investment portfolio fluctuate with the market. It's time to turn this around and find a strategy that can help you weather the ups and downs.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

00:00:08 - Introduction and Weekend Recap

00:01:00 - Football Season and Scrimmage

00:03:43 - Challenges in Professional Sports

00:08:06 - Market Volatility and Long-Term Investing

00:11:49 - Short-Term vs. Long-Term Focus

00:13:15 - Phillies' Performance and Stock Market Comparison

00:14:27 - Concerns about Eagles' Offense

00:15:19 - Phillies' Struggles and Return to Fundamentals

00:16:58 - Hope for Phillies' Turnaround and Olympics Recap

00:19:39 - Anticipation for Fed's Decision and Inflation Concerns

In this episode of the Coachable Wealth podcast, hosts Cody, John, and Shawn lament the performance of the Phillies and how it relates to the realities and challenges of long-term success in both sports and the stock market. By highlighting the parallels between short-term decision-making in sports and emotional reactions to market volatility, the hosts stress the importance of maintaining a long-term focus and avoiding impulsive financial decisions. Utilizing real-world examples, historical market data, and personal anecdotes, the hosts effectively demonstrate the connections between the worlds of sports and finance, offering listeners valuable insights into investment strategies and market trends.

Looking to gain perspective on your portfolio performance? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Historical Look at Reasons to Sell: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historic-Reasons-to-Sell.png

Historic Declines Chart: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historical-Declines.webp

Historic Drawdowns: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Drawdowns.avif

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

This episode is listed by the recording date of 8/12/2024. The episode was officially published and released publicly after a full compliance review on 8/26/2024.

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Does it sound familiar to have a financial plan in place, only to feel like you're not making any progress toward your long-term goals? You've probably been told to save money and invest, but the lack of results leaves you feeling frustrated and stuck. Hot streaks are exciting. Hot markets are encouraging. But long-term financial planning is (and should be) boring.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

• Find out how your hosts are surviving the heatwave impacting the northeast.
• Get an update on the Phillies hot streak and the PGA Tour.
• Understand the current market landscape and small moves that could make big impacts.
• Gain valuable insights into real estate market trends.
• Uncover the benefits of tax diversification in investments for financial growth.

Focusing on long-term investment strategies, the episode provides valuable insights for financial planners and investors. Jon, Cody, and Sean provide a blend of personal experiences, market trends, and sports events making this episode a must-listen for anyone seeking to improve their long-term financial planning and market awareness. Whether it's navigating real estate market trends, understanding the impact of AI technology on international emerging markets, or building wealth in 2024, this episode offers practical advice and valuable perspectives to help you make informed financial decisions.

Do you need a long-term financial game plan? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

https://www.nytimes.com/2024/06/22/your-money/financial-advisers-investing-goals.html

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

If you're feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you are not alone! You might be trying to keep up with the latest economic indicators and interest rate forecasts, only to find yourself second-guessing your decisions. By staying informed about the implications of economic changes, you can navigate the impact on your financial goals and make informed choices for income generation in retirement.

• Reflect on the phenom Caitlin Clark and her tremendous impact on women's basketball and viewership in the run-up to the NCAA national championship.
• Discover which of the recent economic indicators was the most surprising and where the Fed may be going with interest rates this year.
• Learn effective strategies for generating income during retirement, ensuring financial stability and security in later years.

Jon, Cody, and Sean delve into the world of college basketball, sharing their unexpected enthusiasm for the women's Final Four. The conversation naturally evolved into discussing Caitlin Clark's impact on the sport, her exceptional performance, and the debate around championship wins determining the status of the greatest of all time.

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

This episode is listed by the recording date of 4/8/2024. The episode was officially published and released publicly after a full compliance review on 8/1/2024.

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/