FedAdvantage Podcast

FedAdvantage Podcast

por Dan De La Torre

Asset Allocation & Risk Tolerance

We Are Back! With another episode of the FedAdvantage podcast. Today we are going to talk about risk tolerance and asset allocation.What is it? Well, risk tolerance is pretty straightforward, but being able to accurately gauge your appetite for risk can be tricky. This reflection of your risk tolerance in your investment portfolio is what we call asset allocation. It is the way that you chose to spread your total investable dollars out. Learn More at fedadvantage.com

Six Steps to Financial Success

Are you making smart decisions with your money that will help you accomplish your future goals? ​ Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.​ We’ve developed a six-step plan to help you achieve financial success — six steps that can take you from where you are now to where you want to be. They are designed to help you:​ Protect what you have​ Take control of your cash flow​ Invest wisely​ Manage your taxes​ Save for retirement​ Leave a legacy

How To Compare Health Insurance Plans

It’s important to pick the right health plan- its such a critical component of a family’s financial plan. Without it, most families are one accident away from financial ruin. Fortunately, through the FEHB you have more than enough choices. The unfortunate side of having a lot of choices is that it’s easy to feel overwhelmed by the sheer amount of options. So let’s look at 5 basic steps to comparing health plans for you and your family to follow to help make this process a bit simpler. For more information visit www.fedadvantage.com

Get Smart With Money?

Netflix has a new documentary called Get Smart With Money, which partners people up with financial experts for a year. Business Insider wrote an article called "3 expenses to cut right now to start saving and retire early, from the Netflix documentary 'Get Smart With Money" I found this article (and show) to be so out of touch with the challenges that face the average American. This is what I think we can learn and apply to our own lives. Want to read the article for yourself? Check it out here: https://www.businessinsider.com/personal-finance/cut-expenses-debt-payoff-netflix-get-smart-with-money-2022-9

TSP Basics

This episode focuses on key components of the TSP, which is critical to your retirement. We will look at the different investment options and drill down into the inner workings of each fund to examine how they work and where they invest. Our goal is to help listeners better understand their statements, which will help determine the best times to buy, sell or hang-on. Other topics discussed include the Roth option, loans, and inter-fund transfers. For more information visit us at www.FedAdvantage.com Questions or comments about the episode? Reach out to me directly at ddelatorre@fedadvantage.com

Introduction

Welcome to the podcast! My name is Dan De La Torre with FedAdvantage excited to be here doing this podcast with you all. I thought it best to start this thing off with a bit of an introduction as to who I am and what you can expect from this podcast. If introductions aren’t your cup of tea, I would suggest heading over to the second episode. You won’t miss anything important! Feel free to reach out to me with questions or comments! ddelatorre@FedAdvantage.com | FedAdvantage.com
2 de 2