The Investor Dilemma – Part 2

Margaret Wittkopp is the founder and CEO of Veritas Financial Services. Her many years of working with clients with big portfolios, small portfolios, and those just beginning to invest have given her the experience that investors crave for their financial mentor.

We spearhead a talk on the ‘American Dream’. What it is, what others perceive it to be, and overall, just a discussion on the nuances of the concept from a financial standpoint.

In This Episode:

On this episode, Margaret Wittkopp does a follow up on the discussion on The Investor’s Dilemma. She begins by stating that investors can’t know it all and should instead focus on the few simple rules for successful wealth-building.

Margie also explains how ego can lead your financial decisions (and how not to do it) and how imperative it is to have a fund set aside for loved ones. She also explores the idea of getting bad advice and paying for it and, lastly, how many investors lose wealth by buying high and selling low.

(02:40) The rules for successful wealth-building
(04:27) Returns: Don’t let your ego lead you
(06:18) Having a fund for your loved ones
(07:17) Getting bad advice & paying for it
(09:47) Buying high & selling low
(14:03) Industry recommendations: Books & podcasts

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262

You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com