JR Gondeck - Protecting the Wealth of Families

JR Gondeck - Protecting the Wealth of Families

JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of Family Value at Risk, a book that details the importance of inclusive and intentional communication among families to leave a lasting legacy.


"There's two really traumatic points of time that you can hurt yourself in. One is at the top of the market and one's at the bottom of the market. The last thing you want to do is get worried and sell at the bottom, and the other’s true right now, stock prices are near all-time highs, and if you look at a certain stock or a trend - cryptocurrency for example, it might be something that you expect is going to continue to go up forever and you invest at the peak of the market and you are concentrated in the wrong thing. Both can be very bad for your retirement plan. So just be disciplined and not look too closely, and really be diligent about how you're saving and not letting your emotions get the best of you when you're investing."


JR LinkedIn: https://www.linkedin.com/in/jr-gondeck/

JR Twitter: https://twitter.com/GondeckJr

TLG LinkedIn: https://www.linkedin.com/company/the-lerner-group

TLG Twitter: https://twitter.com/TheLernerGroup

TLG Facebook: https://www.facebook.com/TheLernerGroup

Company website: lerner.hightoweradvisors.com



Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.


Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Jaksot(232)

QUICK TIP - Emotional Investing

QUICK TIP - Emotional Investing

Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this quick t...

12 Elo 20229min

Spencer Jakab from the Wall Street Journal | The Revolution That Wasn't

Spencer Jakab from the Wall Street Journal | The Revolution That Wasn't

If you don't know who the sucker is at the poker table it's you. I was joined in this conversation by Wall Street Journal reporter Spencer Jakab. His latest book is “The Revolution That Wasn’t: GameSt...

8 Elo 202245min

QUICK TIP - Engineering your risk management

QUICK TIP - Engineering your risk management

Risk management is crucial in investing. Keith Smith is a former army engineer and a portfolio manager at Bonhoeffer Capital Management. In this Quick Tip, Keith describes how he manages risk like an ...

6 Elo 20226min

Jeffrey G. Kamys - Inherent Wealth Fund | Investing in Sports Betting

Jeffrey G. Kamys - Inherent Wealth Fund | Investing in Sports Betting

A federal ban on sports betting was removed in 2018, and there’s been a sprint to market, with states eager to get in on the gaming business and a steady trickle of new states opening their doors to g...

1 Elo 202230min

QUICK TIP - Are thematic ETFs Like the Railroads and Telegraph?

QUICK TIP - Are thematic ETFs Like the Railroads and Telegraph?

In the US alone, the ETF sector has exploded into a $5 trillion industry. The number of funds has blossomed, which means that there are many funds that offer increasing specificity and focus. Thematic...

29 Heinä 20227min

Dion Pouncil - Listen to the words to learn finance

Dion Pouncil - Listen to the words to learn finance

Dion Pouncil believes that energy management, managing your thoughts, managing your words, managing your actions, managing your emotions, and acquiring knowledge, are the keys to becoming wealthier. B...

25 Heinä 202232min

QUICK TIP - Accounting is the language of finance

QUICK TIP - Accounting is the language of finance

Ethan Widell is an Investment Analyst at IronHold Capital. In this quick tip Ethan talks about his passion for reading financial reports. It's important for beginners to understand the level of resear...

22 Heinä 20225min

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Researching individual stocks can take a lot of time. In one particular case there were 8,599 news articles since January 1 this year that would have taken 860 hours to read. Add to that some historic...

18 Heinä 202230min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
pomojen-suusta
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-seuraava-potilas
rss-lahtijat
rss-draivi
leadcast
sijoitusovi-podcast
asuntoasiaa-paivakirjat
rss-startup-ministerio
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-h-asselmoilanen
rss-turha-edes-yrittaa