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Your Best Financial Life

24 EpisodesProduced by Scott MalbasaWebsite

No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on … read more

10:46

22: This Time Feels Different, Should I Make a Change?

As the market is changing, many of us may feel compelled to take risks and make shifts along with it. There are many factors to consider when deciding whether or not to act on that impulse.

In this episode, Scott Malbasa, your host and financial advisor, shares the top questions to ask yourself when taking risks in a volatile market. He also shares a personal client story and the strategic approach he used to manage this client’s risky financial decision. Join Scott to learn how you can get to the root of your impulse and make the best financial decision for your goals. 

 

Show Highlights: 

  • Evaluating factors that are driving your impulse to take risks   
  • Analyzing whether or not your feelings are grounded 
  • Using Financial Plans to see whether or not they parallel objectives
  • How to move forward if you can afford to take a risk 
  • The importance of having conversations and creating a schedule to increase equities 
  • Running a model scenario to evaluate whether or not a change is best for our finances 

 

Links: 

https://www.cordantwealth.com/team/scott-malbasa/

Scott@cordantwealth.com 

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