Episode Details

Rebecca chats with Mark Boyer and Jason Jacobi. They discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, time-tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review for their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!

IN THIS EPISODE, YOU’LL LEARN:

• 04:05 - Their current outlook for the market for 2023. 
• 08:02 - The importance of “getting in the game” and investing early and often. 
• 11:47 - Time-tested strategies that investors can use to weather any market cycle. 
• 23:26 - How to determine what mix of assets is right to meet an investor’s goals. 
• 26:47 - What are some of the biggest behavioral mistakes investors make and how to avoid them. 
• 32:55 - The year-end checklist that investors should review in terms of their financial plan and strategy. 
• 39:24 - What constitutes a well-built financial plan or “game plan”. 
• 42:57 - How wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning. 
• And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: Boyer Financial Services.
• Related Episode: How to Create a Recession-Proof Financial Plan w/ Dave Alison – MI234.

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• Check out our Millennial Investing Starter Packs.
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