PLAY PODCASTS
How to Create Your Financial Plan on Purpose
Episode 114

How to Create Your Financial Plan on Purpose

The Investopedia Express with Caleb Silver

November 28, 202234m 26s

Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week.


LINKS FOR SHOW NOTES

https://www.jamiehopkins.com/

https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/

https://business.bofa.com/en-us/content/market-strategies-insights.html

https://www.spglobal.com/spdji/en/research-insights/education/

https://www.investopedia.com/terms/c/counterpartyrisk.asp

https://www.investopedia.com/terms/d/defaultrisk.asp

https://www.investopedia.com/terms/c/cape-ratio.asp

https://selfserve.decipherinc.com/survey/selfserve/14c3/210402

https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g

Learn more about your ad choices. Visit podcastchoices.com/adchoices