CAPitalizers: It’s time to get real! It’s been my experience that using real-world examples is one of the most effective tools to help people understand the sometime less-than-concrete concepts of financial planning.
In this episode, I take three hypothetical couples and apply some real numbers to their current financial situations. I’ll design a strategy for each of them, and I’ll explain WHY I’m taking each step along the way. This will give you a really good sense of how it’s done.
Did you ever wonder how a financial plan is put into place? Have a listen, get ready to take some notes, and — most importantly — let’s CAPitalize!
Important Information:
The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal.
Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL 1-05283272 (6/22)