24K
Downloads
106
Episodes
Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
Episodes
Wednesday Jun 08, 2022
Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)
Wednesday Jun 08, 2022
Wednesday Jun 08, 2022
When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.
In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.
Mark and Chuck discuss:
- The long route that Nepsis® contains in their investment strategy
- How owning stocks can be similar to owning a business
- Why it is important to understand the investment process before taking a stab at investing
- The ultimate goal you should strive to achieve when investing in businesses
- And more
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.