Monthly Archives: July 2020

Episode 3 – Everything You Need to Know About Investment Risk Management

When it comes to your investment portfolio, risk assessment is important in determining your level of risk, and ensuring it aligns with your goals.

In this episode of Life Planned Differently, Rick Dwyer explains everything you need to know about financial risk to help you determine your risk level and risk tolerance within your portfolio. 

In this episode, you will learn:

  • What investment risk is and why it needs to be handled properly
  • How Argallus Financial Group helps you manage risk in your portfolio
  • How risk tolerance changes over time
  • What’s the role of volatility in risk levels 
  • And more!

Tune in to learn about risk assessment and why it’s important!

Resources: Argallus Financial Group

Episode 2 – A Well-Defined Seven-Step Client Experience

In financial planning, a personalized process is important for clients to meet their goals. At Argallus Financial Group, each client gets a personalized seven-step process that aims to balance and structure wealth.

In this episode of Life Planned Differently, Rick Dwyer explains each of the stages that take place from organizing your goals to retiring. 

In this episode, you will learn:

  • What a discovery meeting with Argallus Financial Group looks like
  • The benefits of each step in the process
  • How the discovery process can help you with healthcare costs in retirement 
  • The difference between planning for males and females
  • And more!

Tune in to hear the process of planning at Argallus Financial Group!

Resources:  Argallus Financial Group 

Episode 1 – Meet Your Host, Rick Dwyer

Whether you’re just starting to build your wealth or are getting ready to retire, Argallus Financial Group wants you to be open-minded about your strategies. 

In this inaugural episode of Life Planned Differently, you’ll get to know Rick Dwyer, but you’ll also learn more about Argallus Financial Group and how this firm can help balance your wealth. 

In this episode, you will learn:

  • How Rick got his start in the financial industry
  • The financial services Argallus Financial Group provides 
  • Who Rick’s ideal client is 
  • How the company educates clients 
  • Rick’s business philosophy
  • And more!

Tune in to meet Rick Dwyer and get to know his company, Argallus Financial Group! 

Resources:  Argallus Financial Group