Today’s Smart Money Question:
The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit? In this episode, Matt talks about recent market volatility and reminds listeners why reacting emotionally can cost more than staying the course. He shares stories from client conversations during the dip, explains the dangers of market timing, and reveals just how much the media benefits from our panic.
But it’s not all about the markets, Matt also unpacks common estate planning mistakes, like adding kids to deeds or misunderstanding how trusts work, that can create serious tax consequences. If recent headlines have left you anxious, let’s talk about ways to help you make more confident financial decisions, even in uncertain times.
Here’s some of what we discuss in this episode:
📉 Why bad news spreads faster and hits harder
🧠 The real cost of reacting emotionally to market drops
🏠 Common estate transfer mistakes that hurt your heirs
📊 Why diversification (not timing) still wins
💰 How the media profits from your fear
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
