WAYT - Covid Market Mistakes, Cookie-Cutter Portfolios, Can an Advisor's Mindset Hurt a Client?


Season 2, Episode 3: Did you make any mistakes with your money during the "Covid Market" of 2020? We talk about a couple of mistakes seen from prospects/clients and what to do to avoid them. After that, we discuss cookie-cutter portfolios (the classic 3-4 fund portfolio of index funds) and who they may or may not be a good fit for. Lastly, we spend some time on what to look for in an advisor's mindset when interviewing them - do they have an open mind, or do they see things in more of a cut and dry mentality?


Links to Apple and Spotify




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