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Money Tree Investing

Risk Is What Is Left Over Once You Have Thought Of Everything Else

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 10 November 2023

⏱️ 79 minutes

🧾️ Download transcript

Summary

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode.

For more information, visit the show notes at https://moneytreepodcast.com/risk-is-what-is-left-over-grant-bledsoe 

Today's Panelists:

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Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.0

Stock market, wealth, personal finance, value stocks, invest in your life.

0:10.0

Hello, Smart Money Tree Podcasts listeners. Welcome to this week's show. My name's Kirt Chishol and I'll be your host.

0:16.0

So today I'm joined with Grant Bledsoll. How you doing it, Grant? I'm doing really well. Thanks for

0:20.8

having me on the show today. Good. Well, glad to have you here. You were nice enough to invite me

0:25.2

on your show, so I figured it's only, it's only right that I invite you on mine, even though it was

0:29.8

well-passed, what was probably etiquette would apply. But anyway, so Grant, tell us a little bit about your background. Yeah, so I am a financial planner,

0:38.7

financial advisor, not too much unlike yourself. My firm is Three Oaks Wealth. We work with owners of

0:45.7

smaller, privately held businesses, typically fewer than 15 to 20 employees, and we help people

0:51.5

optimize their cash flow and income, pay a little bit less

0:54.8

in tax, and invest prudently for their long-term benefit. So we've been in business for about

1:00.5

10 years. Prior to that, I had a Wall Street trading job at Charles Schwab on their securities

1:05.8

lending desk, which is a really cool place to kind of cut your teeth and learn about the industry.

1:10.3

But ultimately, like you, I wanted to help teeth and learn about the industry. But ultimately,

1:11.6

like you, I wanted to help people a little bit more directly and really truly enjoy what we do

1:16.5

on a day-to-day basis now. So it's been a good ride and I don't plan to do anything different

1:21.2

here for quite some time. Nice. Well, one of the things that really wanted to bring in the show is,

1:26.6

you know, we bring on some

1:28.3

financial advisors if there's some reason to because there's so many out there. But you're also

1:34.3

a CFA, right? And a CFP? I am. Yes. Okay. So we had a really interesting conversation on your

1:41.0

show and highly suggest listeners listen to it. It was a lot about inflation

1:44.8

and the markets. So I just wanted to kind of dip in because really this has been a very

...

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