
What is Risk Tolerance?
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
In this episode, Josh and Jay welcome Michelle Lee Melton, J.D., the Deputy Director of Real Estate Asset Management for the City of Mobile. Michelle discusses pursuing her law degree from the University of Denver, and her career path since graduating, including her current role at the City of Mobile.
It’s a story about friendships and relationships and hopefully will bring a smile to your face. Josh and Jay discuss the journey of starting and building the Every Dollar Counts podcast.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.
The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.
In the episode, Josh and Jay discuss a topic that is vitality important to the risk management portion of a client’s financial plan: disability income protection.