How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK whether a financial plan can add value
How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this!
Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss:
Understanding Financial Planning
The Importance of having a financial plan
Components of a comprehensive financial plan
Emergency funds and cash flow management
Tax planning essentials
Estate planning
Common financial mistakes to avoid
Key Financial advice for success
Investment strategies for the future
Disclosures:
Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.