Emotional Wealth Podcast

Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!

I Choose Hope (Emotional Wealth Podcast) 11-2020

Careful... Your Confirmation Bias Is Showing (Emotional Wealth Podcast & Blog) 10-2020

In this podcast, we explore the psychology of being a long-term investor by digging deeper into confirmation bias.  Confirmation bias as become so prevalent in today’s highly charged political climate, that the long-term, patient goal driven investor may ignore its dangers.  We also discuss the potential outcomes for investors’ portfolios depending on who wins in November.

  Part II: What's Important To Know About Social Security?  (Emotional Wealth Podcast & Blog) 10-2020

Part II: What's Important To Know About Social Security?  (Emotional Wealth Podcast & Blog) 10-2020

Part I: What's Important To Know About Social Security?  (Emotional Wealth Podcast & Blog) 9-2020

Social Security Part 1: Emotional Wealth Podcast & Blog Emotional Wealth is an American video, podcast, and Blog hosted by well known Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!

Investor's who are Proactive vs. Reactive (06/2020)

The difference between proactive vs. reactive. Having an emotional, knee-jerk response to short-term events Taking an educated and intelligent non-emotional approach in analyzing the impact to their financial plan from short-term events. Understanding the differences between the two, and the potential impact on your financial goals. Using proactive to help control your emotions during an emotionally driven time.

3 Types of Bear Markets - 05-2020

  • Structural Bear Market
    • Learn how Structural Bear markets are triggered and how they are defined. How do structural imbalances and financial bubbles play a part in this type of bear market.
  • Cyclical Bear Market
    • Learn the functions of Cyclical Bear Market and how rising rates, impending recession, and falling profits play a part with this type of bear market.
  • Event Driven Bear Market
    • Learn what triggers event driven bear markets and why do they NOT lead to a domestic recession. Why is this type of bear market vulnerable to trade and geopolitical events.
  • COVID-19
    • Learn why the current economic conditions fit nicely into an Event Driven Bear Market. However persistent macro uncertainty can introduce structural risk. Equity Performances with these 3 types of Bear Markets: Learn what the average length and average draw-down of each Bear Market type. How does the equity performance look after entering Bear Market territory.

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