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The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy.
Episodes
Friday Oct 07, 2022
Friday Oct 07, 2022
2022 has been a tough year all around. So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations. I try to explore these observations and lessons learned through a financial planning lens for the everyday person.
01:00 - Intro
02:20 - Observation 1: Traditional backup savings plans don't cut it
03:25 - What can we learn: How to create a good backup plan AND a backup, backup plan
05:22 - Observation 2: Not diversified enough in your investments
06:40 - What can we learn: How earmarking accounts and addressing risk according to that account can help
08:00 - Observation 3: Seeing an opportunity to be opportunistic
08:50 - What can we learn: Strategies to take advantage of down markets to better your long term financial plan
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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