Episode Details

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How do you know how much of your investments should be in stocks and real estate vs. bonds? What's the right mix for you, and when should it change?

This episode provides an optometrist's guide to selecting the right mix for your investments.

Evon dives into:

• Different types of financial risks to plan against.
• Your ability or capacity to handle investment risk
• Your willingness or tolerance to take investment risk
• How much risk you need to take to meet your investment goals
• When should you change your investment mix?

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

Resources mentioned on this episode:

• The Optometry Money Podcast Ep 58: Investing Fundamentals – Understanding Stocks, Bonds, Mutual Funds, and ETFs
• The Optometry Money Podcast Ep 15. Actions to Take During a Declining Stock Market
• Get your FREE Financial Assessment!
• A Wealth of Common Sense Blog: How Long Does it Take For Stocks to Bottom in a Bear Market?
• Dimensional Fund Advisors: History Shows That Stock Gains Can Add Up Big after Big Declines

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.