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Stick to the Basics: Year-End Investment Strategies
Episode 113

Stick to the Basics: Year-End Investment Strategies

On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss.

Rethink Your Money · John Hagensen, Creative Planning, Jamie Battmer

October 7, 202445m 44s

Show Notes

On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss.

Topics

john hagensenyear-endinvestment strategydiversificationstockssocial securitywealthcreative planningtax planningelectioninflation401kfinancial wisdomfinancefinancialstock marketmoneyestate planninghousing marketretirementtaxestax strategyfinancial planinvestingeducationinvestments