Episode 27: Making it to Boca!
Jonathan On Money25 Loka 2023

Episode 27: Making it to Boca!

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1) Back To The Basics: Using The “Bucket Approach” To Financial Planning

2) Making it to Boca

3) What happens if we’re in a recession?

4) Should I move to cash to avoid this market volatility?

5) How should I reposition my portfolio given these nerve racking headlines?

6) Which investments are you most concerned about right now?

7) With the benefit of hindsight, what investments decisions would you have changed?

8) Given the geopolitical situation, what smart investment decisions can I make now?

9) The fact that you are not concerned makes me concerned. Shouldn’t you be more worried?

10) Is the stock market doomed for the next few years due to high interest rates?

11) Do you think the 60/40 strategy is dead?

12) Since the start of 2021, US Inflation has increased over 17%. At the same time, the Treasury Inflation-Protected Securities ETF has lost 8%. Why?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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