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#105 Maria Kutscher - Smart Women, Smart Money

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Manage episode 151538239 series 1030583
Content provided by Money Matters With Dino and Dino Katsiametis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Matters With Dino and Dino Katsiametis 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.

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials:

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Retirement Planning Consultant
  • Accredited Asset Management Specialist
  • Founder & CEO, Allovest

Here are some of the questions Dino asked Maria on this episode:

1) What do you think is one of the biggest risks for investors this year, that they aren’t aware of?

2) So what can investors do, what are some strategies to protect the bonds in your portfolio not if, but when interest rates start to rise?

3) What’s going on with oil and should we be adding energy to our portfolios?

4) We’ve just finished 6 straight years of stock market gains… can we make it to 7 years this year?

5) Most investors have some international stocks in their portfolio…. Given what’s happening overseas, what’s the update here?

6) Mutual funds or ETF’s… What’s the difference and are investors better off with one versus other?

7) Given your experience in designing investment portfolios, what do you feel is the key to a successful long-term investing strategy?

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 151538239 series 1030583
Content provided by Money Matters With Dino and Dino Katsiametis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Matters With Dino and Dino Katsiametis 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.

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials:

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Retirement Planning Consultant
  • Accredited Asset Management Specialist
  • Founder & CEO, Allovest

Here are some of the questions Dino asked Maria on this episode:

1) What do you think is one of the biggest risks for investors this year, that they aren’t aware of?

2) So what can investors do, what are some strategies to protect the bonds in your portfolio not if, but when interest rates start to rise?

3) What’s going on with oil and should we be adding energy to our portfolios?

4) We’ve just finished 6 straight years of stock market gains… can we make it to 7 years this year?

5) Most investors have some international stocks in their portfolio…. Given what’s happening overseas, what’s the update here?

6) Mutual funds or ETF’s… What’s the difference and are investors better off with one versus other?

7) Given your experience in designing investment portfolios, what do you feel is the key to a successful long-term investing strategy?

  continue reading

154 episodes

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