Financial Planning in 2022

 

Eric Kala of Avid Wealth Partners shares his financial planning expertise.

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Today I’m joined by Eric Kala from Avid Wealth Partners. He’s a fantastic financial advisor who I go to myself, so I wanted him to share a bit of his perspective on the market and his knowledge about financial planning with all of you.

Feel free to watch the full message or use these timestamps to browse specific topics at your leisure:

0:11 — Introducing the guest and today’s topic

0:54 — The market is adjusting

2:03 — The relationship between equities and fixed income bonds

2:47 — Creating a diversified portfolio

3:51 — Have a plan written down

5:26 — Wrapping up

Reach out to Eric if you are interested in further financial help. If you have any other questions, don’t hesitate to call or email me. I look forward to hearing from you.

Categories: San Antonio Real Estate.