Your hosts Nate and Matt open this season with a conversation revolving around the challenges of financial forecasting and the importance of understanding personal financial goals. They discuss how economic cycles and life events, such as getting married or having children, influence financial planning. They emphasize that forecasts are imperfect and often lead to misguided decisions. They highlight the importance of understanding one's risk tolerance, time horizon, and intended use of funds.

Listen in for a discussion about navigating your finances in an ever-evolving world climate.

To learn more visit: https://www.evangelinewealth.com/

DISCLAIMER: The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Matthew McGowan and Nathan England CFP, for the benefit of Matthew McGowan and Nathan England CFP, Mutual Fund Representative with Evangeline Wealth Management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe are reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

100% Chance of Surprises

Powered by Wave AI