August 20, 2024 | Episode 129

This May Help You Avoid Irreparable Harm To Your Portfolio

In this episode, Steve Campbell and Travis Maus discuss the concept of irreparable harm to your investment portfolio and how to avoid it.

They emphasize the importance of understanding the difference between price and value when making investment decisions. They also highlight the significance of diversification and the correlation coefficient in managing risk and maximizing returns.

The episode concludes with a reminder to seek professional advice and support in implementing these strategies.

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

Chapter Markers

0:00 - Introduction

6:42 - Understanding Price and Value in Investments

17:08 - The Importance of Diversification in Investments

22:21 - Making Informed Investment Decisions

33:58 - Maximizing Savings Through Investment Strategies