Learn how to unlock financial success with key strategies by Logan Jackson from Ray Capital Advisors. Logan highlights how to set clear goals, choose the right asset class, diversify your portfolio for stability and growth, build a well-diversified investment portfolio to create wealth and mitigate risk, take control of your financial future through retirement planning and goal setting, & leverage tax loss harvesting. He also discusses how to prioritize tax planning, understand the impact of behavioral finance, seek professional money management, navigate conflicts of interest in financial planning, and discover hidden wealth advisors for personalized guidance.

Special thanks to our sponsor Risk3Sixty for supporting this episode. Be sure to check their Security Program Maturity Presentation for CISOs: https://risk3sixty.com/whitepaper/security-program-maturity-presentation-template-for-cisos/?utm_source=cisotradecraft&utm_medium=podcast&utm_campaign=2023-ct&utm_term=1week&utm_content=template

Also if you would like to contact Logan Jackson please use his contact page at: https://www.raycapitaladvisors.com/

Full Transcripts: https://docs.google.com/document/d/1DLXnE5PTm4tDbONRSBarMa-1T8aduztf

Chapters

00:00 Introduction
02:37 The Importance of Financial Goal Setting
06:48 How to Choose the Right Asset Class for Your Family
11:17 How to Diversify Your Portfolio
12:56 How to Build a Diversified Investment Portfolio
15:22 How to Diversify a Portfolio and Build Wealth
19:48 How to Take Risk Off the Table
22:47 The Importance of Diversifying Your Portfolio
24:13 The Importance of Retirement Planning
28:56 The Importance of Goal Setting
30:35 The Importance of Tax Planning
33:10 How to Maximize Your Tax Implications in Taxable Investment Accounts
35:20 How to Use Tax Loss Harvesting to Avoid Tax Losses
39:51 The Importance of Behavioral Finance in Investing
43:39 The Importance of Professional Money Management
45:55 The Conflicts of Interest in Financial Planning
47:50 How to Find a Hidden Wealth Advisor

#130 - Financial Planning (with Logan Jackson)

CISO Tradecraft®

#130 - Financial Planning (with Logan Jackson)