InvestBetter.™ — What does it mean?
From InvestBetter.™ Podcast · 1:00
Show by InvestBetter.™
Episode 1: InvestBetter.™ — What Does It Mean?Sten Morgan, CFP®, started his career in insurance and quickly saw that the traditional financial system was built to sell products that fix short-term problems, not to create real strategy.In this first episode, Sten and Wendell Moon dig into why more than a quarter of Americans want to invest but don’t know how, and why so many people hand off their finances without understanding them. Sten shares how he built a firm around proactive advice instead of product commissions. He also introduces the Investment Decision Filter (IDF), four checks to run before you commit a dollar:Risk: your total exposure across everything you ownPerformance: reasonable historical expectations versus hypeTime: matching the investment horizon to when you’ll actually need the moneyFees: the hidden costs that drag on returnsIf your portfolio is a random collection of products you bought over the years, this is where you start building a real plan.“I think simplicity is a gift.” — Sten Morgan
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