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 - Financial advice for a younger generation

QUICK TIP - Financial advice for a younger generation

In this Quick Tip, Pate Garrett from Six Park talks about the generational change that's occurring in serving financial needs. The biggest wealth transfer in history is taking place between Baby Boome...

15 Heinä 20226min

Stocks for Beginners Trailer

Stocks for Beginners Trailer

We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after ...

13 Heinä 20221min

Karl Kaufman - American Dream Investing | Wall Street analysts and you

Karl Kaufman - American Dream Investing | Wall Street analysts and you

"No matter how much evidence exists that seers do not exist, suckers will pay for the existence of seers." - J. Scott Armstrong. Karl Kaufman is the resident expert at American Dream Investing helping...

11 Heinä 202224min

Lou Carlozo - Bankadelic | The colourful side of finance

Lou Carlozo - Bankadelic | The colourful side of finance

I want to share with you an episode of the Bankadelic podcast with Lou Carlozo – Contributor to the Wall Street Journal, Editor in Chief Qwoted Founder and CEO, Carma Productions Worldwide, creative...

9 Heinä 202223min

Dr Stanley H. Teitelbaum - Scared bordering on terrified

Dr Stanley H. Teitelbaum - Scared bordering on terrified

Stanley H. Teitelbaum, PhD is a clinical psychologist and psychoanalyst. His new book is SMART MONEY: A Psychologist's Guide To Overcoming Self-Defeating Patterns In Stock Market Investing. The book a...

4 Heinä 202232min

Omid Malekan - Money, Trust and the Future of Finance

Omid Malekan - Money, Trust and the Future of Finance

Is money a mass delusion? What role does trust play in our financial system, and is there a way of doing it better? I wanted to find out more about money. The more I thought about, the less sense it m...

21 Kesä 202239min

Jeffrey G. Kamys - Inherent Wealth Fund | The hard lessons of inflation

Jeffrey G. Kamys - Inherent Wealth Fund | The hard lessons of inflation

Inflation is the cruellest tax. I met Jeffrey Kamys this week as we discussed an upcoming episode. In the meantime we recorded this conversation about inflation, whether we are already in a recession,...

19 Kesä 202223min

Steven Lerner - Early Bird Podcast | Educating Investors

Steven Lerner - Early Bird Podcast | Educating Investors

It's known as the loneliness of the long-distance podcaster. Lives stunted by long hours alone in darkened studios and smoky editing suites. That's why it was great to share a podcast with fellow podc...

14 Kesä 202228min

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