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155. Staying Strong During Market Volatility with Gil Baumgarten

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Manage episode 352543955 series 2954051
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

Join Mike Cavaggioni with Gil Baumgarten on the 155th episode of the Average Joe Finances Podcast. Gil shares his thoughts on timely finance topics, volatile market trends and the psychology behind smart investments.

In this episode, you’ll learn:

  • How to stay strong during market volatility
  • Having a healthy risk appetite when investing
  • How to start investing wisely
  • Having the discipline to become wealthy
  • And so much more!

About Gil Baumgarten:

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal.
Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants.
Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction.
Find Gil on:

Company Website: https://segmentwm.com/

Gil's Musings: https://segmentwm.com/blog/

Personal Website: https://gilbaumgarten.com/

Facebook: www.facebook.com/SegmentWealthManagement

LinkedIn: https://www.linkedin.com/in/gil-baumgarten/

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Support the show

  continue reading

Chapters

1. 155. Staying Strong During Market Volatility with Gil Baumgarten (00:00:00)

2. [Ad] Making It in The Toy Industry with The Toy Coach (00:11:37)

3. (Cont.) 155. Staying Strong During Market Volatility with Gil Baumgarten (00:12:16)

269 episodes

Artwork
iconShare
 
Manage episode 352543955 series 2954051
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

Join Mike Cavaggioni with Gil Baumgarten on the 155th episode of the Average Joe Finances Podcast. Gil shares his thoughts on timely finance topics, volatile market trends and the psychology behind smart investments.

In this episode, you’ll learn:

  • How to stay strong during market volatility
  • Having a healthy risk appetite when investing
  • How to start investing wisely
  • Having the discipline to become wealthy
  • And so much more!

About Gil Baumgarten:

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal.
Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants.
Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction.
Find Gil on:

Company Website: https://segmentwm.com/

Gil's Musings: https://segmentwm.com/blog/

Personal Website: https://gilbaumgarten.com/

Facebook: www.facebook.com/SegmentWealthManagement

LinkedIn: https://www.linkedin.com/in/gil-baumgarten/

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Support the show

  continue reading

Chapters

1. 155. Staying Strong During Market Volatility with Gil Baumgarten (00:00:00)

2. [Ad] Making It in The Toy Industry with The Toy Coach (00:11:37)

3. (Cont.) 155. Staying Strong During Market Volatility with Gil Baumgarten (00:12:16)

269 episodes

All episodes

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