Apr 29, 2020
We can't control the events happening around us but we can definitely control our actions and responses. Because of this, I chose to focus on the upside instead of the downside. The same can be applied towards investment. We can focus on the negative and be paralyzed or look at the positive and take advantage of the opportunity.
In this episode, I'll share the ten things we can learn from the “Scary Times” Success Manual of Dan Sullivan. We will talk about the opportunities in the new environment that we're experiencing. We will also look at the things that we should be doing to put ourselves in the best possible position moving forward.
In this Episode:
- Chris’ positive focus for the week
- Ten things you can learn from “Scary Times” Success Manual of Dan Sullivan
- Changing your practice to adjust with the trying times
- How much risk are you willing to take into your portfolio
- Focus on the opportunities in this new environment
- Two strategies that helped in the past in terms of structuring a portfolio to manage risk
- Four ways we can help in addressing changing market volatility
- Six key components to any estate plan
- Reanalyze your portfolio by doing a risk exposure review
- Two changes in law that opened tax planning with a huge opportunity
- Where can you grow your money tax-free as a long term holistic plan
Links and Resources:
- “Scary Times” Success Manual of Dan Sullivan
- Register for one of our free estate & asset protection workshops
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