The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin

Money Tree Investing

Money Tree Investing Podcast

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

4.6 • 658 Ratings

🗓️ 28 February 2020

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Are you worried about risk in your portfolio?

If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments.

This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider.

For more information, visit the show notes at https://moneytreepodcast.com/285

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.5	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.6	Welcome to this week's episode of Money Tree Investing Podcast.
0:13.7	My name's Kirk Chisholm and I will be host today.
0:16.7	So today we are going to be talking with one of my favorite panelists, Kelly Coglin.
0:21.9	How you doing today, Kelly?
0:23.2	I'm terrific, Kirk. Thanks for having me.
0:25.2	Good. Well, we brought Kelly on today because Kelly is an expert in many things, one of which is risk management.
0:33.4	And that is going to be the topic of today's show.
0:35.6	It is an enormous topic, which I love because that is our philosophy is risk management first.
0:43.9	And I wanted to share a lot of this knowledge with our listeners because this is the time where, you know, everyone's a little bit worried about their investments.
0:52.9	And they want to know a little bit more about how to manage risk.
0:56.2	So how's it going today, Kelly?
0:58.5	I'm doing quite well, Kirk, but I'm going to correct you.
1:01.4	I'm not an expert at many things.
1:03.4	I'm going to say I'm an expert at a few things.
1:07.3	Let's not overreach here.
1:08.7	We won't ask you what those are, but.
1:12.3	So Kelly is the CEO of Everyday CPA.
1:15.7	He's also an advisor at our firm.
1:17.6	We love Kelly, which is why we invited him to join us at our firm because he's,
1:21.9	this is an area that he has a lot of experience in his career.
	...

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