Podcast Banner
Home > Podcasts > INVESTING RULES OF THE ROAD

INVESTING RULES OF THE ROAD

by: LAURA HAWLEY guest: Holland Henderson April 3, 2019
podcast image

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guest
Julie Ellison – Registered Dietician at Lakeland Regional Health

In this episode, we discuss investing rules of the road to prepare you for your Retirement journey. We dive into topics such as Retirement-Saving efforts, Stock Market, Investing, Diversification, Re-balancing, and much more. We will also take a look at the Medical Moment featuring Julie Ellison, Registered Dietician at Lakeland Regional Health to discuss the serious subject of Diabetes.

Find Out More About: Dollars & Sense

In this episode we cover:

  • Economic Compass (1:13)
  • Developing a Strategy when it comes to Retirement Planning (6:31)
  • Risk Tolerance and how it relates to Stocks and Investments (12:35)
  • Different ways to Diversify a Portfolio (20:33)
  • Active vs. Passive Investing (23:49)
  • Maintaining emotions during times of Market downturn (27:10)
  • Discuss Medical Moments with Julie Ellison, Registered Dietician at Lakeland Regional Health to discuss Diabetes (29:55)

Tweetable Topics:

You have to have that risk portfolio. – Holland Henderson, Financial Advisor at Allen & Company

Adding options to your portfolio and your life are very important. – Holland Henderson, Financial Advisor at Allen & Company

You should not be an emotional investor. – Holland Henderson, Financial Advisor at Allen & Company

You can actually have a bond that’s more risky than a stock. – Holland Henderson, Financial Advisor at Allen & Company

We’re concerned about down times in the Market. – Holland Henderson, Financial Advisor at Allen & Company

No One size fits all when it comes to Investment Strategy. – Laura Hawley, CFP®, President at Allen & Company

There’s a difference between loss and fluctuation. – Laura Hawley, CFP®, President at Allen & Company

That’s why it’s so important to work with a professional. – Laura Hawley, CFP®, President at Allen & Company

3% of American workers have less than 25,000 set aside for Retirement. – Laura Hawley, CFP®, President at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

newsletter image
featured Person

About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion for teaching...