How To Take Intelligent Financial Risks

If you are saving for the future your perspective, strategy and risk tolerance are all important factors to intelligent investing. How can you capitalize on the market to succeed in reaching your dreams?

Listen below to hear the latest More Than Money podcast as we have an honest look at intelligent financial risks.


Get a Full Summary of The Podcast


Before we REally Begin... 

What are the desires you have for your life? What is something you have always wanted to do? It may feel childish at first, but take a minute to dream.

What do you hope to see in even the next two or three years?

Before we begin to talk about risk and the market I want you to know one thing: There is a plan to make your dreams work.

Practically, you can make it happen. I can create a plan that moves you toward success.

If that sounds like a conversation worth having, just let me know if you want to get lunch or coffee sometime. I would love to hear about your dreams.

Risk is Real But It's Not Bad


If you ever meet with a planner that talks about "zero risk" listen to me when I say "That doesn't exist." Anytime you invest you are taking on some level of risk. 

If you are saving for the future risk is the engine for growth.

If You Think You Can't Lose Money This Year... You're Wrong.

How do you take intelligent risks?

You have to have a long-term mindset.

Think of your money as if it were Monopoly money. 

Don't worry about this year.

You can afford to lose money in the short term to experience great growth in the long term.



Your money is important, but you have to learn to treat it if it doesn't exist, and live by the fact that it ONLY MATTERS when you are ready to jump. And pull it out according to your plan.


So, how do you capitalize on the up's and down's of the market over the next 20 years?


Understand that when the market drops it's your best opportunity for growth.

Let's Talk Practically About Risk and Intelligent Risk


More Than Money uses an incredible analysis tool called the MRI. If you've never done anything like this, it's incredibly helpful.


We will dig deep into your current investments and measure how each investment has responded over the past 40 years. It's interesting to look at how the drops occur and what it means for you.


This is a tool to help you see and understand your actual risk and what you can afford. It will give you confidence.


More Than Money Can Help You Create A Strong Plan to reach your dreams.

This is what we do for people every week. We would love to help you, too.