How To Invest If You Have 5 Million Or More

  Рет қаралды 6,199

Madrona Financial

Madrona Financial

Күн бұрын

Пікірлер: 21
@ThomasColt
@ThomasColt Ай бұрын
I’m worried about retirement planning and I want to ensure a comfortable future. I’ve worked hard my entire life and I want to enjoy the fruits of my labor without financial stress. I’m really concerned about whether I’ve saved enough and invested wisely.
@MikeHollow-rz5dl
@MikeHollow-rz5dl Ай бұрын
I completely understand. Ensuring financial security in retirement is crucial. Have you considered consulting a financial advisor?
@ThomasColt
@ThomasColt Ай бұрын
Yes I have. But I don’t know who exactly to trust to provide the right advices and guidance for me.
@StaceySouth-e3v
@StaceySouth-e3v Ай бұрын
True. I have been in contact with a CFA that specializes in retirement planning. His expertise can help optimize your savings and investments.
@ThomasColt
@ThomasColt Ай бұрын
Who’s this CFA? And how can I reach out to him?
@StaceySouth-e3v
@StaceySouth-e3v Ай бұрын
JOSEPH NICK CAHILL
@gaildelrosario-q9l
@gaildelrosario-q9l 5 күн бұрын
He is selling an insurance product? Is he a fiduciary?
@ShirlPigram
@ShirlPigram 3 ай бұрын
Just discovered your channel with this video -- I was able to think about my situation and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $90K per year but nothing to show for it yet.
@HettieClausenTl
@HettieClausenTl 3 ай бұрын
It’s important to do your own research and consult with a financial advisor before making any investment decisions.
@coryDeshawn
@coryDeshawn 3 ай бұрын
I think that is a brilliant idea, I tried managing my stock portfolio by myself and I lost 50% of my savings in a very short period. That prompted me to hire a financial advisor. Since then I have made up to $680K in returns.
@HettieClausenTl
@HettieClausenTl 3 ай бұрын
A colleague at work also suggested market experts, Hearing you say the same thing struck me. I think i should give this a try, but how can reach a decent advisor like the one you use?
@coryDeshawn
@coryDeshawn 3 ай бұрын
I have worked with a few financial advisors before now but i ultimately settled for Celia Kathleen Martel. She is SEC regulated and licensed in US. You can easily look her up.
@HettieClausenTl
@HettieClausenTl 3 ай бұрын
I just checked up out of curiosity and i must say i am impressed by her Credentials. i emailed her already, waiting on her response.
@drdontpassone8164
@drdontpassone8164 2 ай бұрын
buy a low fee vanguard target fund and stay away from dudes like this.........cmon now
@ChuckHolland-i4b
@ChuckHolland-i4b 21 күн бұрын
Bam
@barbarjinx3802
@barbarjinx3802 Ай бұрын
$TSLA
@MrRar66
@MrRar66 19 күн бұрын
Ha ha ha ha ha Product salesman
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