Tag Archives: Financial Planning

Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , ,

Nothing is worse than feeling regret.

And this is even more so when it comes to your investments or plans for your retirement.

In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of having a plan in place and listening to experts.

Wes discusses:

  • The repeated pattern of economic cycles and the inevitability of recessions
  • Some examples of regrets with people who invested in GICs and lost money due to inflation.
  • Why do people resist change and don’t take advantage of opportunities
  • The importance of taking action and having a plan in place to ensure success and avoid regrets
  • The greatest financial risk during periods of recession or inflation is making misinformed and poor financial decisions
  • The importance of avoiding the tendency to chase investments during market upsides and instead focus on investing in quality companies.
  • Why you should listen to experts who know and understand the market rather than making choices desperately 
  • And more!

Resources:

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How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , , ,

Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction? 

In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how he plans to take advantage of the current situation in the market, why he’s optimistic about the current economic environment, and how optimism leads to investment opportunities.

David discusses:

  • How he’s posturing to take advantage of market corrections and rising interest rates 
  • How optimism feeds a portfolio manager’s ability to see opportunities in good companies who are market leaders
  • Why investors can be optimistic about the future
  • Why he solely invests in the portfolios he manages
  • And more

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About Guest:

David Fingold is the Vice President and Senior Portfolio Manager at Dynamic Funds. He joined Dynamic in 2002 and became the Vice President in 2018. Prior to obtaining his current job title, David graduated with distinction from Babson College in Massachusetts in 1988.

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From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , ,

Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future.

In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your retirement and what to avoid along the way.

Wes discusses:

  • How to manage undetected planning issues
  • Five mindset shifts that help you find your way to a heaven-like retirement
  • How we use our unique curated checklist to assess our clients’ needs
  • HSI Financial Group’s proven 3-step process for helping clients
  • And more!

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Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , ,

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! 

At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. 

In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs. 

Wes discusses:

  • HSI Financial’s approach to first-hand client treatment 
  • How to make your asset allocation easy for your loved ones after you pass
  • The importance of having a financial plan 
  • The company’s commitment to regularly keeping in touch with clients 
  • And more!

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Learn How To Stop Flushing Money Down The Drain with Wesley Forster (Ep. 1)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , , ,

We don’t know what we don’t know, especially when it comes to our finances. 

But, by taking a partnership approach, Wesley Forster and his team at HSI Financial Group can help you make the best financial decisions for yourself and your family, now and in the future.

In this inaugural episode of Your Finances — Know You Can, Wes shares everything you need to know about him. Including how he helps clients comprehend their finances to his experience as a commercial pilot, and his passion for reading, researching, and coaching. 

Wes provides you with the rundown you need to get to know him while revealing how he and his dedicated team of financial professionals guide you towards building your ideal financial lifestyle to reach your goals. 

Wes discusses: 

  • The beginnings of HSI Financial and the firm’s specialty
  • The firm’s client demographic and their approach to research and client education 
  • The importance of creating a financial plan
  • What makes HSI Financial unique 
  • His experience as a commercial pilot and how it closely relates to his passion for coaching and the financial services industry 
  • And more!

Resources:

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About your Host:

As President, and Senior Financial Strategist at HSI Financial Group, Wesley Forster has practiced in the financial planning industry since 1984, specializing in retirement planning strategies that integrate with our complete wealth management. He is a Registered Financial Planner (R.F.P.) and a Certified Financial Planner (CFP). Wesley identifies the goals and objectives of the client to meet pre-retirement and retirement planning needs. He created the Economic Evolution Program and is the author of a book on financial planning: Know You Can: No More Excuses – How to Become Financially Fit in 90 Days.

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