March 2022 – Planning for the Certainty of Uncertainty

Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

By thecertaintyofuncertainty | March 17, 2022

Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you?

Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner.

Jon discusses:

How your risk tolerance, investment horizon, and needs affect portfolio management
What it means to rebalance your portfolio regularly
Active vs. passive investing — which one is right for you?
The importance of dollar-cost averaging, especially while investing a large sum of money
And more!

Connect with Jonathan Kuttin:

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What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)

By thecertaintyofuncertainty | March 3, 2022

Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years?

No one knows! But one thing is certain – your life is filled with uncertainty.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about the different “What Ifs” that you should plan for while building your financial plan.

Jon discusses:

Why it is important to plan for the certainty of uncertainty
The three-bucket theory that helps you manage your financial risk
Difficult, but crucial, conversations that you should have with your advisor
Various training tools used by advisors at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
And more!

Connect with Jonathan Kuttin:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More