Tag: Podcast
Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)

Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)

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Join us for part 2 of “Discovering Your Investment Risk Tolerance” as we delve deeper into how risk appetite shapes investor choices and financial strategies.

In this episode, Ken New discusses the importance of understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to determine appropriate levels of risk. 

Ken dives into the dynamics of investment: why younger investors often lean towards bolder risks for capital growth, while their older counterparts lean towards safeguarding their assets and ensuring consistent income. As we navigate the investment journey, regularly realigning our strategies with our risk appetite becomes pivotal. 

Ken discusses: 

  • The difference between older and younger investors in terms of risk tolerance, objectives and more
  • The value of regularly reviewing your portfolio & how often you should be reviewing it
  • Some of the conversations you should be regularly having with your advisor about risk tolerance
  • How to adjust your risk tolerance based on your unique financial objectives
  • And more

Resources:

Connect with Ken New:

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Curating Your Ideal Retirement Healthcare Plan With Alecia Barnette (Ep. 9)

Curating Your Ideal Retirement Healthcare Plan With Alecia Barnette (Ep. 9)

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Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above?

Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care plan for you or your loved ones. Listen in as they explore essential topics that can help you plan for a comfortable retirement and protect your family’s financial future. 

Here’s what you can expect:

  • An in-depth discussion on the future of Medicaid benefits as the American population ages
  • Expert insights on the risk of not planning ahead and how it can impact your family
  • A breakdown of different healthcare packages you should consider investing in
  • Valuable advice on how to plan for the care you or your loved one would want
  • And much more!

Resources:

  • Roadmap To Retirement: Building Your Retirement Medical Care Income 
  • LongTermCare.gov

Connect with Ken New:

About Alecia Barnette: 

About our Guest:

An Appalachian State and Gardner-Webb alumna, Alecia is a national speaker with over 20 years of care planning experience, highlighted by her Certification for Long-Term Care (CLTC).

Alecia began working as the Health Marketing Director at The Insurance Center in Charlotte, NC in 1995. Three years later, The Insurance Center and Financial Independence Group, Inc. merged; overseeing the entire transition and bringing our health insurance business to unprecedented heights. Now the Senior Vice President in the Care Planning department, Alecia’s 20+ years of experience is evident to advisors across the country.

Specializing in providing asset-based LTC case designs to highly successful advisors, Alecia’s main purpose is to assist advisors in protecting their clients and their client’s families from the physical and emotional consequences of unexpected care needs.

Alecia’s use of holistic approaches and strong ethics – along with her desire to grow and solid commitment – make her an invaluable asset to any financial advisor seeking care planning assistance.

When she’s not helping advisors protect their clients, you can find Alecia running, traveling, or boating on Lake Norman.

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