Your Finances — Know You Can: Recent Episodes
Wesley Forster
Let’s face it. As consumers, we don’t know what we don’t know. Finances are an intricate puzzle. If you miss even one small piece, it can make a big difference and become out of focus. Welcome to Your Finances — Know You Can with Wesley Forster, President, and Senior Financial Strategist at HSI Financial Group. In this podcast, Wes and his dedicated team of financial professionals provide the guidance you need to build your ideal financial lifestyle and reach your goals. Stop flushing money down the drain and losing it needlessly and unnecessarily. Join in as Wes empowers you to arrive at your destination and swap uncertainty for confidence, and choose where you want to go.
Nothing is worse than feeling regret.
And this is even more so when it comes to your investments or plans for your retirement.
In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of having a plan in place and listening to experts.
Wes discusses:
- The repeated pattern of economic cycles and the inevitability of recessions
- Some examples of regrets with people who invested in GICs and lost money due to inflation.
- Why do people resist change and don’t take advantage of opportunities
- The importance of taking action and having a plan in place to ensure success and avoid regrets
- The greatest financial risk during periods of recession or inflation is making misinformed and poor financial decisions
- The importance of avoiding the tendency to chase investments during market upsides and instead focus on investing in quality companies.
- Why you should listen to experts who know and understand the market rather than making choices desperately
- And more!
Resources:
- “Know You Can: No More Excuses” – by Wesley Forster
- Ep. 11: How Do Top Portfolio Managers Posture During Economic Turmoil With David Fingold
Connect with Wesley Forster:
- (403) 269-4640
- Toll-Free: 1.888.816.7020
- Wes@hsifinancial.com
- clientcare@hsifinancial.com
- LinkedIn: Wesley Forster
- HSI Financial Group
- Facebook: HSI Financial Group
Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction?
In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how he plans to take advantage of the current situation in the market, why he’s optimistic about the current economic environment, and how optimism leads to investment opportunities.
David discusses:
- How he’s posturing to take advantage of market corrections and rising interest rates
- How optimism feeds a portfolio manager’s ability to see opportunities in good companies who are market leaders
- Why investors can be optimistic about the future
- Why he solely invests in the portfolios he manages
- And more
Resources:
- “Know You Can: No More Excuses” – by Wesley Forster
Connect with Wesley Forster:
- (403) 269-4640
- Toll-Free: 1.888.816.7020
- Wes@hsifinancial.com
- clientcare@hsifinancial.com
- LinkedIn: Wesley Forster
- HSI Financial Group
- Facebook: HSI Financial Group
About Guest:
David Fingold is the Vice President and Senior Portfolio Manager at Dynamic Funds. He joined Dynamic in 2002 and became the Vice President in 2018. Prior to obtaining his current job title, David graduated with distinction from Babson College in Massachusetts in 1988.
The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates. Learn how to bulletproof your financial plan in times like these. In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might … Continue reading Your Secret Weapon to Planning Retirement (Ep. 10) →
Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future. In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your … Continue reading From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9) →
A market correction is similar to weeding the garden, in order to get the desired results you are looking for, you must first get rid of the weeds or they will choke out the growth you really want. In this episode of Your Finances — Know You Can, Wesley Forster, Senior Financial Strategist at HSI … Continue reading Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8) →
When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves when it comes to personalized planning if they don’t work with a financial planner. In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial … Continue reading The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7) →
When you were adding insurance to your financial plan, did you complete a detailed needs analysis to ensure that your family’s needs would be addressed? Many insurance companies follow a “one size fits all” framework, but no two people have exactly the same needs when it comes to insurance. In this episode of Your Finances … Continue reading The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6) →
Do you have someone just preparing your taxes, or do you have someone that helps you plan for your taxes? Most clients are unaware of the amount of money they could be saving and potentially getting back from the government through tax planning. In this episode of Your Finances — Know You Can, Wes Forster, … Continue reading Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5) →
If you were to die tomorrow, do you have a plan for how your estate would be handled? Who would be your power of attorney? Do you know who gets which assets? What about who pays for any outstanding debts? Those are the most common questions that are asked to families when a loved one … Continue reading What You Should Know About Estate Planning? (Ep. 4) →
Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need. Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with? When … Continue reading How to Carefully Pick Your Financial Planner (Ep. 3) →
When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. In this episode, … Continue reading Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2) →
We don’t know what we don’t know, especially when it comes to our finances. But, by taking a partnership approach, Wesley Forster and his team at HSI Financial Group can help you make the best financial decisions for yourself and your family, now and in the future. In this inaugural episode of Your Finances — … Continue reading Learn How To Stop Flushing Money Down The Drain with Wesley Forster (Ep. 1) →
Let’s face it. As consumers, we don’t know what we don’t know. Finances are an intricate puzzle. If you miss even one small piece, it can make a big difference and become out of focus. Welcome to Your Finances — Know You Can with Wesley Forster, President, and Senior Financial Strategist at HSI Financial Group. … Continue reading COMING SOON! →