Episode 9: Making Sense of Financial Planning with Casia Chappell
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- Опубликовано: 24 авг 2024
- In this episode, we welcome Casia Chappell, Vice President of Wealth Planning and Portfolio Management at Ferguson Wellman Capital Management. Casia helps us make sense of financial planning by bringing a wealth of experience and insights into the complex world of financial management. We'll delve into the roles and responsibilities of a portfolio manager, explore common financial misconceptions, and discuss strategies for achieving financial health and stability.
We'll answer pressing questions like:
- What is a portfolio manager or financial advisor?
- When should someone consider working with a wealth manager/financial advisor?
- How do professionals avoid getting sucked into the latest fads and misinformation?
- How does daily spending, such as the "latte factor," impact our financial health?
- What should people's focus be starting out, mid-career, and nearing retirement?
- What does values-based investing mean?
- What are some common mistakes in saving and investing for retirement?
- What are some effective tax strategies?
- How should people approach financial planning during an election year?
- Are we headed for another housing bubble?
- How can people invest in AI?
We'll also cover the impact of high interest rates and inflation, and how these economic concerns affect personal finance strategies.
Links from this Episode:
Learn more about Casia Chappell and Ferguson Wellman Capital Management: www.fergusonwe...
Financial Resources:
Investment Terms - www.fergusonwe...
“Latte Factor” See Real Stats - docs.google.co...
Connect w/ Casia Chappell:
Casia on LinkedIn: / casiachappell
Podcast Casia is listening to
‘Small Town Dicks’: open.spotify.c...
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