Welcome back to the Way2WealthⓇ where we are all about making money simple, so you can fully live now. On today’s episode we welcome on Burt White, the Managing Partner and Chief Strategy Officer at Carson Wealth.
Growing up in Virginia, Burt always had a knack for mathematics and found himself in financial services, where he has dedicated his life. Investments are a big part of wealth but it’s not the only part and Burt values this.
As many of us have noticed, volatility is back in the market. Burt views volatility as a fine or a fee. Often times we think of volatility as negative, but many of us ignore the positives. Volatility can swing the market upwards as well. Everything nice has a price. Join us today as Burt explores his investment experience and philosophy.
Join us as we discuss with Burt:
- Thinking about losses as a fine or a fee.
- Practicing patience, planning, and persistence with investments.
- Markets are built to recover and overcoming emotional decision making.
Learn more about Carson Wealth: www.carsongroup.com
1:37 – What is your experience and background?
4:37 – Volatility as a fine or a fee
9:02 – Practicing patience and persistence
13:48 – The bucket approach
16:59 – Emotionally withstanding volatility
22:30 – Big scary things
27:50 – Progress happens slow
32:33 – Your earliest memory of money?
More Episodes: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
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Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.