Charles Rotblut: What Individual Investors Need To Succeed

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man and Charles Rotblut discuss:

• Creating your own financial plan
• Finding your real risk tolerance
• History repeats itself
• Crypto is purely speculative

Key Takeaways:

• Prioritize your goals, recognize your risk tolerance, and identify your investment management preferences. Don’t be distracted by shiny objects, and remember that everything you do with your money is a trade-off.
• You might feel like your tolerance of risk is high, but it’s worth looking back at the past at how you reacted to certain situations - if you had freaked out or stayed steady - these instances will show you what your risk tolerance really is.
• History repeats itself in some form or another, that’s why you have to stay steady in the midst of unpredictable times. Focus on your goals and think of the long-term.
• Blockchain technology has a lot of potential for future applications, but right now, cryptocurrency - which is based on it, is purely speculative technology. It has value because people are assigning value to it.

"Prioritize your goals… write down your goals, your odds of achieving them go up by 40%." — Charles Rotblut

 

Connect with Charles Rotblut:

Website: https://www.aaii.com/

LinkedIn: https://www.linkedin.com/in/charles-rotblut-cfa-985b66/

Twitter: https://twitter.com/CharlesRAAII

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [e-mail]

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

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