Financial Coach

PODCAST 302: LUMP SUM, GET IT RIGHT THE FIRST TIME

With more growing concern and interest in Investing a Lump Sum, you have received from an inheritance, former employer, settlement etc. I wanted to share my most common conversations to educate and assist you on how to invest that money right the first time.

Common knowledge and investment talk goes something like this….buy low, sell high. It sounds easy but when it come to knowing the right time to get in or out of the securities/stock market, unfortunately, studies show the vast majority of investors fail miserably.

Please join me as I shed some light on a very sophisticated and successful product that allows you to invest your money with all the potential of upside swings with absolutely no risk of participating in the downside of market corrections.