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“If you fail to plan, you are . . .

. . . planning to fail.” The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true. Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life! So why do so few people have a financial plan? Only 25% of people have a financial plan according to CNBC. In today’s podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical for people to understand and implement. We also discuss the importance of a plan and how it’s not a one-time build it and forget it process. Here’s to wise investing, Iron Gate Global Advisors   Click here to subscribe and listen on iTunes  
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The key to making money over time (it’s not what you think)

Everyone has long-term goals that they are trying to reach. Retirement, college funding, a new house, a second house, a new car, and on and on. So, what is the key to making those goals reality? In today’s podcast we will tell you exactly what that key is. Contrary to belief, the one thing it is not is investment return. We will go back in time, review the last nine months of the market and share with you some Morningstar statistics that will cause you to reflect about your own behavior. Finally, we discuss why so few people can actually manage their own money, the birthplace of pizza and the role of vinegar in a healthy diet. Here’s to wise investing, Spencer, Brett and the Iron Gate Team  
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The art of a successful business owner

Think about some of the most successful business owners that you know. What businesses do they own? How many? Why do we consider them so successful? In today’s podcast we discuss those business owners and what makes them different. How they think about business, how many businesses they own and how are they able to be so successful over time. Our discussion may surprise you. In fact, you may actually be one of those business owners! Here’s to wise investing, Iron Gate Global Advisors   Click here to listen and subscribe in iTunes  
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Why optimism will win

We live in a world where negativity seems to be the norm. Turn on the T.V., listen to the radio, read your emails and it seems most headlines are rooted in negativity. In today’s podcast we discuss why optimism will always triumph and why being optimistic is the key to making money over time. We also share some amazing statistics from this great country and the globe that most of you have never heard (but need to know!). This is one of the podcasts that hopefully will put a smile on your face and help you realize, we live at a pretty amazing time in history. Here’s to wise investing, Spencer, Brian and Brett   Click here to subscribe and listen to in iTunes  
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How many stocks should you own?

We’ve gotten a few questions lately about how many stocks should be in a portfolio, and (as with so many things) the answer leads us back to some wisdom from Brian’s man crush Warren Buffett. We’ll talk about why less is more. We’ll talk about how much time we spend researching the stocks we buy for clients. We’ll also talk about the trade war with China and toss in a figure skating reference right at the end, just to make Sarah in our office very, very happy. Here’s to wise investing, Iron Gate Global Advisors Click here to listen on iTunes   This podcast is for educational purposes only and is not a recommendation to buy or sell securities. Please consult with a financial professional before investing. Past performance is not indicative of future results. There is risk in any investment.
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How to have a no-worries approach to living longer in retirement

Developments in health care technology are suuuuper cool! The things we can do nowadays are impressive to the nerdiest of nerds, and they result in a longer life expectancy…which is good, right? Of course! It just means you’ll probably need your assets to last longer during retirement. And that might sound intimidating, but it’s not. We’ve got a strategy that will get you there. Have a listen to find out what we suggest. Here’s to wise investing, Iron Gate Global Advisors
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Stock market march madness

March madness is upon us, and we’re not talking about basketball (okay – maybe a little basketball). The stock market had the worst December E-V-E-R in 2018. So far in 2019 the stock market is up 13.86%, it market can’t stop going higher! It’s been a crazy, mad ride. In today’s podcast Spencer and Brett discuss the importance of keeping a level head, the probabilities of making money over time in the market, and talk a little hoop. For anyone interested in the if you can make money in the markets over time, this podcast is for you. Here’s to wise investing, Iron Gate Global Advisors
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Are you running with the herd?

Much can be learned from the last two months of 2018. It was a fast, falling and downright crazy market! In today’s podcast we discuss an actual experience that we had with a friend. We discuss the  psychology of a particular stock and how hard it is to keep a level head when all is falling around you. This experience is one that everyone will have at some point in their life. The ultimate question from that experience comes down to the herd mentality and whether you are following the herd. Enjoy this week’s podcast! Here’s to wise investing, Iron Gate Global Investors
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We Still Believe! Here’s Why.

December was a turbulent month – no doubt about it. But this is EXACTLY the time to be a believer in the stock market and to put your funds to work. In this week’s podcast, we’ll talk about how we survived the drama of the last month and we’ll review the historical evidence that helps us trust in the power of long-term, strategic investing. Our faith is not shaken! We still trust that patience and cooler heads will prevail in the long run. As always, if you’re concerned or worried, give us a call. Here’s to wise investing, Iron Gate Global Advisors
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The worst thing you can do right now is worry

It’s been a painful couple months in the market. We get it! This big down swing sure hurts after enjoying a prolonged bull market. But the “loss” you see in your portfolio right now is only loss if you panic and sell at the wrong time. This week, we want to talk you off the ledge. We want to reassure you that we practice WISE investing, not emotional, reactionary, or panicked investing. Our podcast this week is a bit longer, but it’s worth a listen if you’re nervous or discouraged. Here’s to wise investing and a happy holiday season with loved ones, Brett, Brian and the rest of our team at Iron Gate Global Advisors     Below are the mentioned graph and Mr. Market analogy mentioned in the podcast. Mr. Market There is no one better to explain the concept of Mr. Market than Warren Buffett. He has taken
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