How to Handle a Year-End Investment Review

About this episode

This episode discusses how to conduct a year-end investment review with insights from John Foreman.

Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A lot can happen in twelve months. Markets move and interest rates change, and life just throws a million surprises our way. Joining us this week is John Foreman, VP of investments at Barnard Financial Group, and he will help guide us through this time, to help educate our listeners on how to handle a year-end investment review. Barnum Financial Group presents Master Your Money and Mindset , a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions. Theme: How to Handle a Year-End Investment Review Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup Podcast Disclosure: All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent…

People in this episode

Host: Elizabeth Hiza

Guest: John Foreman

Topics covered

• year-end investment review
• investment portfolio
• financial education
• market changes
• mindset and money

Keywords

• investment review
• financial decisions
• market trends
• interest rates
• money mindset

Mentioned in this episode

Organizations: Barnum Financial Group, Barnard Financial Group

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