Investment Takeaways From 2023 and What to Expect in 2024 with John Harms (Ep. 74)

By dearrochesterretirewell | December 27, 2023

Welcome to an insightful episode featuring John Harms, Partner and Investment Advisor Representative at SixPoint Financial Partners. In this engaging conversation, John reveals what prompted him to embark on investment planning. Furthermore, he offers a thorough recap of the investments and market dynamics of 2023.

As the episode unfolds, he discusses common mistakes observed among clients throughout the year, providing valuable lessons for all investors. Gain valuable knowledge as John addresses the critical question: When is the right time to exit a stock? Uncover practical guidance on navigating stock market fluctuations and making informed decisions.

As we wrap up, John shares his insights on what investors can anticipate in the upcoming year, equipping listeners with essential information to prepare for the challenges and opportunities ahead.

Watch The Full Episode on Youtube: https://youtu.be/c_WM6r8dmCU

During this episode, you will learn about:

[01:09] Introducing today’s guest, John Harms
[02:19] What prompted John to embark on investment planning?
[04:57] https://sixpointfp.com/
[05:35] A recap of 2023 investments and the market dynamics
[13:52] How often does he review the client’s performance?
[19:35] Mistakes John has seen from clients this year
[23:44] What is the right time to exit a stock?
[30:05] What to look forward to in 2024
[36:27] Best way to get in touch with John Harms

Website: https://sixpointfp.com/

Key Takeaways:

Most of the significant positive market days occur after major market declines. [19:57]
One of the best times to invest more money in the market is typically when it’s down by 30% [26:12]
As goes January, so goes the year. [28:51]

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Connect with John Harms:

View The Full Episode Transcript Here

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Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)

By dearrochesterretirewell | December 13, 2023

Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money.

Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts acquiring his first client.

Aaron presents a comparative analysis of working with a Brokerage Firm versus an Insurance Firm, and also explains why he chose to become an independent advisor. Aaron also pinpoints two often overlooked aspects in retirement planning.

Don’t miss out, tune in!

Watch The Full Episode on Youtube Here:

During this episode, you will learn about:

[01:18] Meet our guest: Aaron Laranetto

[01:36] Aaron’s background

[04:43] https://sixpointfp.com/

[05:33] How Aaron got into the financial services space

[08:33] How he got his first client

[11:54] Aaron’s comparative experience: Working with a Brokerage Firm vs. an Insurance Firm

[16:30] What prompted Aaron to become an independent advisor?

[19:49] Aaron’s advice to his 22-year-old self

[23:13] Who are the clients that Aaron is currently working with, and how is he assisting them?

[25:25] Where is Aaron currently located?

[27:09] The 2 common things that people often miss in their retirement plan journey

[31:02] Connect with Aaron Laranetto

Website: https://sixpointfp.com/

Email: alaranetto@sixpointfp.com

LinkedIn: https://www.linkedin.com/in/aaron-laranetto-ab87a9bb/

Key Takeaways:

“Financial planning is more than just making a good living for yourself; it’s about building relationships.” ~Aaron Laranetto [20:20]
Having confidence in yourself and your work significantly enhances your effectiveness as an advisor.. [21:22]
The more time you have to invest, the more time you will give your money to work for you. [29:14]

Book Time with David Pulcini: