3 Lessons Learned In 2022 So Far | You’re Mid-Career from Financial Breakaway: Your Clear Path to Retirement

Financial Breakaway: Your Clear Path to Retirement

Ryan Hitchcock

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3 Lessons Learned In 2022 So Far | You’re Mid-Career

13 minutes Posted Oct 7, 2022 at 8:49 pm.

Intro

Observation 1: Traditional backup savings plans don't cut it

What can we learn: How to create a good backup plan AND a backup, backup plan

Observation 2: Not diversified enough in your investments

What can we learn: How earmarking accounts and addressing risk according to that account can help

Observation 3: Seeing an opportunity to be opportunistic

What can we learn: Strategies to take advantage of down markets to better your long term financial plan

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Show notes

2022 has been a tough year all around. So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations. I try to explore these observations and lessons learned through a financial planning lens for the everyday person.

Ryan Hitchcock

Financial Planner

High Point Capital Group

Direct: 414-253-4611

[email protected]

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

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