MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 10 January 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rebecca chats with Mark Boyer and Jason Jacobi. They discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, time-tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review for their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more! IN THIS EPISODE, YOU’LL LEARN: 04:05 - Their current outlook for the market for 2023. 08:02 - The importance of “getting in the game” and investing early and often. 11:47 - Time-tested strategies that investors can use to weather any market cycle. 23:26 - How to determine what mix of assets is right to meet an investor’s goals. 26:47 - What are some of the biggest behavioral mistakes investors make and how to avoid them. 32:55 - The year-end checklist that investors should review in terms of their financial plan and strategy. 39:24 - What constitutes a well-built financial plan or “game plan”. 42:57 - How wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: Boyer Financial Services. Related Episode: How to Create a Recession-Proof Financial Plan w/ Dave Alison – MI234. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Disclosure: The opinions voiced in this show (Millennial Investing) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Jason Jacobi and Mark Boyer is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Connect with Mark & Jason: Website |LinkedIn Connect with Rebecca: Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	And we think that especially the early part of 2023 will continue to be volatile.
0:07.5	I've been in business a long time.
0:09.0	Volatility is a part of the market.
0:11.6	We get bare markets about on average every six years going back, 80 years of investing.
0:15.9	And so it's not unusual to have markets like this, although sometimes investors who are relatively new
0:22.0	aren't used to that, and that's just a part of investing.
0:28.4	On today's episode, I am joined by Mark Boyer, who is the president of Boyer Financial Services,
0:35.5	and Jason Jacoby, who is a certified financial planner and a wealth
0:39.2	advisor for the firm. During this episode, they discuss their current outlook for the market in
0:45.4	23 and talk about the importance of getting in the game, investing early and often,
0:51.0	and time-tested strategies that investors can use to weather any market cycle.
0:56.6	We also talk about the importance of having a game plan and using that to determine what mix
1:01.7	of assets is right to meet in investors' unique financial goals, along with a year on checklist
1:07.1	of things that investors should review in terms of their financial plan and strategy
1:11.6	heading into this year and so much more. I really enjoyed today's conversation. We cover so many
1:18.3	great topics that are very timely heading into the new year. And so I really hope you enjoy
1:23.6	today's episode with Jason and Mark. You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert
1:33.2	Leonard and Rebecca Hotsko, interview successful entrepreneurs, business leaders and investors
1:38.3	to help educate and inspire the millennial generation.
1:52.4	Welcome to the millennial investing podcast.
1:58.2	I'm your host, Rebecca Hotsko, and on today's episode, I'm joined by Mark Boyer and Jason Dukobi.
	...

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