Episode 40 - Focus on the Things You Can Control

<p>The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019.  In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China.  In this episode of the Agent of Wealth Podcast we are going to discuss why instead of focusing on the market volatility and daily swings you should focus on things in your financial life you can control.  We’ll discuss 6 strategies that may be able to make an improvement in your life.</p><p>In this episode you will learn</p><ul><li>How rebalancing can help you keep you from getting too aggressive with the investments in your portfolio</li><li>Why it may be a good time to consider a 15 year mortgage</li><li>The benefits of prepaying your retirement plan contribution now</li><li>How harvesting tax losses can save you money on your tax return</li><li>Why it’s important to understand how much risk you have in your portfolio, how much risk you are comfortable having, and how much risk you should have.</li><li>The two best times to execute a Roth conversion</li></ul><p><br/>Resources:</p><p>| <a href='https://bautisfinancial.com/'>Bautis Financial</a>: (862) 205-5000 | </p><p><br/><br/></p>