Category: podcast
The Four Phases of Market Volatility (Ep. 16)

The Four Phases of Market Volatility (Ep. 16)

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Market volatility is often feared as a harbinger of financial doom, but let’s not forget that it can also bring incredible opportunities for profit. While it’s true that volatility can lead to a drop in investment value, it can also surge and produce spectacular returns for savvy investors.

In this episode, Tom Selbo explores market volatility and why not all volatility is bad for investors. Tom reveals how the different phases of volatility are perceived from a spending or investment perspective and their influence on investment planning.

Tom discusses:

  • The main phases of market volatility
  • How those different phases impact client spending habits
  • Why selling during a market downturn can decrease investment value
  • The influence of human emotion on investment planning during market volatility
  • And more

Connect With Tom Selbo:

 

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.

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Concentrated Investments (Ep.8)

Concentrated Investments (Ep.8)

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What is a concentrated investment? Do you have any?

In this episode, Tom Selbo discusses the problem of having a concentrated investment position and why oftentimes why people don’t consciously choose to. He also explains some common pitfalls when it comes to stocks and real estate. 

Tom discusses:

  • A definition of a common concentrated investment
  • What’s so bad about having one concentrated position
  • Two strategies for approaching a concentrated investment position
  • And more

Connect With Tom Selbo:

  • 408-984-8777

 

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.

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A Way To Utilize The Bucket Strategy (Ep.7)

A Way To Utilize The Bucket Strategy (Ep.7)

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Buckets can hold just about anything, including your investments and savings. 

In this episode, Tom Selbo will help you understand the bucket strategy and how each bucket serves a different purpose for you. With its need specific and purpose driven strategy, you can start planning specifically for your different life goals.

Tom discusses:

  • The most common use of the bucket strategy
  • The multiple purposes you can use each of your buckets for
  • Creating another steady income for yourself using the bucket strategy
  • And more

Connect With Tom Selbo:

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.



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Optimizing Your Retirement Income Plan (Ep.5)

Optimizing Your Retirement Income Plan (Ep.5)

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You planned, invested it and it grew. Now it’s time to use those retirement dollars, but just like the accumulation phase, the distribution phase of your assets need a plan.

In this episode, Tom Selbo will give you insight on how he approaches retirement income planning and retirement distribution planning. He also explains the framework for the bucket strategy. 

Tom discusses:

  • Planning your guaranteed income for retirement
  • Guaranteed income vs the best growth for your portfolio
  • Using the bucket strategy as a guaranteed income source
  • And more

Connect With Tom Selbo:

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.

 

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Improving Your Wealth Accumulation (Ep.4)

Improving Your Wealth Accumulation (Ep.4)

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Wealth accumulation is something we all can get better at. But how do you know just how much to save each month?

In this episode, Tom Selbo walks you through the fundamentals of accumulating wealth. He also explains the importance of improving your wealth accumulation. 

Tom discusses:

  • Three areas you need to get proficient in during your accumulation years
  • Quantifying your goals
  • Creating a strategic unemotional savings plan
  • How closely you should be tracking your accumulation years
  • And more

Connect With Tom Selbo:

 

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.  Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.



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Taking Your Company Public (Ep. 3)

Taking Your Company Public (Ep. 3)

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Is it time to take your company public in the stock market? 

With the right resources, you can make this jump and could potentially start expanding your business with the help of investors.

In this episode, Tom Selbo talks about how you can take your company public and explains all the potential pros and cons of becoming a publicly traded company. It can be a big adjustment, but it could be just what you need to take your business to the next level.

Tom discusses:

  • What an initial public offering is and why it is so significant
  • Three key things to do if your company decides to go public
  • The potential pros and cons of taking your company public
  • And more

Connect With Tom Selbo:

Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

IMPORTANT: Advisory Person(s) may use proprietary financial planning tools, calculators and third-party tools and materials (“Third-Party Materials”) to develop your financial planning recommendations. The projections or other information generated Third-Party Materials regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Thrivent Advisor Network, LLC and its advisors do not provide legal, accounting or tax advice. Consult your attorney and or tax professional regarding these situations.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.



Podcast: Play in new window | Download