Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

In part two of her mini-series on financial termites, Esther Szabo explores a specific area that financial termites could damage—your investment experience. While no one can control the stock market, Esther believes you can control your choices and make moves to eliminate the termites that could be threatening your investments.

In this episode, you’ll learn:

  • How Esther and her team determine a client’s level of risk tolerance
  • How investors can break out of a cycle of relying on past experiences and advice from friends and family
  • Why fear is a go-to emotional state for investors
  • The most common phrase that Esther hears from clients
  • And more!

Tune in now and learn how to kick financial termites to the curb and improve your investment experience!

Resources: Gates Pass Advisors | 650-797-0280 | Episode 4 – Don’t Let These Financial Termites Near Your Portfolio: Part 1 

 

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