139. A Bear Market Checklist

Jan 18, 2023

Bear market checklist

Despite seeing a few positive days to begin the new year, investors are still in the midst of the longest bear market in nearly 15 years and plenty of economic doubt and uncertainty remains in 2023. This sustained bear market has made investors weary and wondering what they need to do to not only survive, but thrive in these difficult conditions.

Laura Stover, RFC® and Michael Wallin, CFP® will lay out a clearly defined checklist that any investor can follow to position their investments in the best way possible regardless of the current market movement. This structure and framework is core to the Redefining Wealth® planning system and we’ll explain how it all fits into the bear market checklist.

Knowing your time horizons and focusing on the returns that you need to be successful is just a piece of the investment strategy you’ll need to weather whatever this year brings, but knowing exactly how to structure your portfolio will help give you confidence in good times and bad.

Rate, Review and Subscribe to the Podcast:

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How to Connect:

redefiningwealth.info

lswealthmanagement.com

Schedule a Review:  https://redefiningwealth.info/schedule/

Timestamps (show notes):

6:58 – Reflecting back on 2022

12:06 – The segmentation of assets

16:32 – Make sure you’re truly diversified

22:05 – Focus on the returns YOU need

25:32 – Investing for the long run.

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