Preview Mode Links will not work in preview mode

Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

Subscribe on Apple Podcasts

Subscribe on Android

  1. All Episodes
  2. Understanding Risk in Your Portfolio

Understanding Risk in Your Portfolio

Apr 9, 2021

Before you can determine an investment strategy, you have to understand your risk profile. How comfortable are you with volatility or would you prefer a more conservative approach? Unfortunately, many people just don’t realize how much risk they’re taking on inside their portfolio so that’s what we want to help you get a better grasp on today.  

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-195-understanding-risk-in-your-portfolio 

 

What we discuss on this episode: 

0:46 – What guidance would you give Warren Buffet for his $100 billion?

2:37 – What percentage of clients are comfortable with risk? 

3:57 – Balancing a couple that sees risk differently 

5:50 – How often does a portfolio line up with risk tolerance?

8:38 – Reducing risk without reducing opportunities for growth  

10:36 – Risk analysis we provide