Does it sound familiar to have a financial plan in place, only to feel like you're not making any progress toward your long-term goals? You've probably been told to save money and invest, but the lack of results leaves you feeling frustrated and stuck. Hot streaks are exciting. Hot markets are encouraging. But long-term financial planning is (and should be) boring.Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listenIn this episode:Find out how your hosts are surviving the heatwave impacting the northeast.Get an update on the Phillies hot streak and the PGA Tour.Understand the current market landscape and small moves that could make big impacts.Gain valuable insights into real estate market trends.Uncover the benefits of tax diversification in investments for financial growth.Long-Term Investing and Boring ActsFocusing on long-term investment strategies, the episode provides valuable insights for financial planners and investors. Jon, Cody, and Sean provide a blend of personal experiences, market trends, and sports events making this episode a must-listen for anyone seeking to improve their long-term financial planning and market awareness. Whether it's navigating real estate market trends, understanding the impact of AI technology on international emerging markets, or building wealth in 2024, this episode offers practical advice and valuable perspectives to help you make informed financial decisions.Do you need a long-term financial game plan? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealthRelevant Resources:https://www.nytimes.com/2024/06/22/your-money/financial-advisers-investing-goals.htmlImportant Disclosures*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.Connect with Your Hosts:Cody Demmel on LinkedInSean Roth on LinkedInJon Kerstetter on LinkedIn

Ver todos los episodios