Learned Helplessness-ness | Your Money Podcast Episode 421

Published: Oct. 7, 2022, 5:33 p.m.

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\\nHeard from your Advisor lately? The guys dig into the new emerging trend of national firms trying to minimize client anxiety, review annual or ‘end of year’ planning priorities, and take a moment to review the hazards of learned helplessness before diving into a day in the life of Ted Zhang.
\\nIn this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
\\n—
\\n0:00 \\u2013 Introduction
\\n2:00 \\u2013 Monogrammed Shirts
\\n7:00 \\u2013 11 Year-End Planning Priorities
\\n9:30 \\u2013 Target-Date Funds
\\n14:30 \\u2013 Loss Harvesting
\\n19:00 \\u2013 5 Steps for Minimizing Client Anxiety
\\n27:00 \\u2013 The Backfire Effect
\\n33:30 \\u2013 Correspondence from England
\\n39:00 \\u2013 Fear of Going Lower
\\n44:00 \\u2013 A Day In the Life of Ted Zhang
\\n50:00 \\u2013 Limiting Long-Term Losses
\\n59:30 \\u2013 Wrapping Up
\\n—
\\nShow Links:
\\nFollow These 5 Steps to Minimize Client Anxiety
\\nhttps://www.thinkadvisor.com/2022/10/06/follow-these-5-steps-to-minimize-client-anxiety-orions-daniel-crosby
\\nThe Fund that Helped Investors Bet Against Cathie Wood is Taking On Jim Cramer – The Contra Cramer Fund! (it’s about time)
\\nhttps://www.fa-mag.com/news/the-fund-that-helped-investors-bet-against-cathie-wood-is-taking-on-jim-cramer-70026.html
\\nPlanning for a Special-Needs Beneficiary: How to Avoid Missteps
\\nhttps://financialadvisoriq.com/c/3771024/487154/planning_special_needs_beneficiary_avoid_missteps
\\n11 Year-End Planning Priorities to Discuss with Your Clients
\\nhttps://www.thinkadvisor.com/2022/10/06/11-year-end-planning-priorities-to-discuss-with-your-clients
\\nCoal prices and outlook – U.S. EIA
\\nhttps://www.eia.gov/energyexplained/coal/prices-and-outlook.php
\\nGlobal coal demand is set to return to its all-time high in 2022 – IEA
\\nhttps://www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022
\\nMeasure Twice: Sizing Europe’s Natural Gas Crisis
\\nhttps://doomberg.substack.com/p/measure-twice-sizing-europes-natural
\\nA Lump of Oil – Doomberg
\\nhttps://doomberg.substack.com/p/a-lump-of-oil
\\n—
\\nTo sign up for our FREE Daily Market Insight Video, \\U0001f449 https://revereasset.com/subscribe.
\\nAs always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.
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\\nYour Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
\\nIf you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
\\nFor more information, just go to RevereAsset.com
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