Behavioral Finance

Planner Interview: John Sestina on Market Volatility

You’ve likely noticed a resurgence in market volatility recently which -after nearly a decade of a steady market- may leave you feeling a bit surprised, uncertain, or overwhelmed.   We tackle this head on in the first installment of our Financial Planner Interview Series through a candid conversation with our founder, John Sestina, on how to manage not just your portfolio, but your emotions during periods of market volatility.

We invite you to listen to the interview to learn more about:

-       How to find emotional balance and peace of mind during volatile times.

-       Steps to take now, and ahead of time to better prepare for volatile markets.

-       The difference between investing and financial planning.

Ep 082: Your Holiday Financial Planning List, of DO’s and DON’T’S

Your holiday financial planning list, of DO’s and DON’T’S:
- DON’T fall prey to seasonal marketing
- DO evaluate each holiday: Plan ahead, and avoid impulse shopping
- DO research online versus retail shopping
- DO get creative: Rewards programs, coupons, Lay Away and apps
- DO pay yourself first…automatically
- DO take advantage of end-of-the season sales
- DON’T rack up credit card debt
- DON’T forget life events while you plan for holidays

Ep 080: What Does Financial Freedom Look Like for You?

What does financial freedom look like for you?
- On your radar: How much do you need, and how to get there
- Reviewing insurance and healthcare needs, taxes, and spousal health
- Staying employable while you’re living independently
- The affect your decision will have on your housing
- Required minimum distribution rules, and when to retire
- Understanding the relationship between your habits and your future

Ep 058: Emotionally Driven Investments

Emotionally driven investments
- Collectible items: Will they fund your retirement?
- How far will your baseball card collection take you?
- Is your vacation home truly an investment? Key points to consider before you buy.
- The relevance of hiring a professional to help you dispel the myths behind “good deals.”
- Is your lifestyle in the way of your financial success?