Are Financial Advisors Actually Prepared For Retirement?

Описание: Are financial advisors neglecting the one client that matters most? John Conrath and Jason Collins challenge advisors to look inward and examine how solid their own financial plan really is. Through conversations on investment strategy, stress testing portfolios, tax planning, and the power of community, this episode invites you to stop carrying the weight alone and start building a future that feels secure, supported, and truly your own.


Chapters:
0:00 Advisors and Their Own Financial Plans
4:45 Building Community Through Music and Investing
9:00 Planning for Retirement and Risk
14:17 Gold Coins and Investment Risk
17:19 Stress Testing for Worst-Case Scenarios
20:36 Change, Growth, and Community



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This YouTube channel is for advisors and investors who are ready to question the status quo and break free from cookie-cutter solutions.

If you’ve ever felt like the traditional firms are more about fitting you into their system than unlocking your true potential, you’re not alone. We’re here to challenge that model. Whether you're building a practice or managing your own wealth, this channel will help you think differently, gain more control, and design a path that actually fits your values - on your own terms.

For advisors: We’re a fast-growing RIA that respects your independence while equipping you with the tools, platforms, and expert support to build a thriving, client-centered practice - on your terms.

For investors: You’ll discover a thoughtful, more intentional way to grow and protect your wealth - rooted in strategy, not the same cookie cutter approach, no sales pitches.

Whether you're an advisor looking to break free from the system, or an investor tired of blind-faith investing, this channel is your guide to freedom, flexibility, and financial clarity.

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Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and is not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involves varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not a guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability. The firm also assumes no duty to update any information in this presentation for subsequent changes of any kind. Advisory Services offered through Portfolio Medics.