Deliberate Money Moves

By: Joe Morgan
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  • Summary

  • After 25 years in the corporate world, managing money for some of the country's largest foundations, endowments, and corporations, I was ready for a change. In my experience, family financial challenges always seemed to be an afterthought for Wall Street. I wanted to end the destructive risks taken as a result of false and misleading statements that come out of the financial world — instead offering a path for individuals and families to obtain a balance between financial aspirations, resources, and accepted risks. If done right, financial planning should help you use your resources to meet your life goals. But for your plan to support those goals, no matter what season of life you're in, you need to study the big picture. What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs. We will uncover your true values and motivations to develop clear goals that will ultimately help you move forward, and guide you, eliminating any unnecessary anxiety. It's time to find a quiet spot, take a deep breath, grab a pen and a piece of paper, and join me your, thinking partner. Because together, we will point you in a direction to live your best financial life and make Deliberate Money Moves.
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Episodes
  • REPLAY - Portfolio Management Done Right

    REPLAY - Portfolio Management Done Right
    Mar 8 2024

    Join me in this episode of Deliberate Money Moves where we discuss what it means to have a successful stock portfolio, what is required to make your portfolio excel and how to stay on track. It’s time to stop sabotaging gains and earn a positive return!

    Previously Published Jan 29, 2020
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    12 mins
  • How to Save Time on Your Finances

    How to Save Time on Your Finances
    Feb 23 2024

    When it comes to assessing and changing your financial life, what’s holding you back? Is it finally weeding things out and making the change? Is it the inertia or that you find yourself falling back into old habits? 

    Join me in this episode of Deliberate Money Moves where we discuss what habits to break and how to commit to the change so you can spend less time and find more value in your finances!

    Previously Published Feb 18, 2020
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    12 mins
  • REPLAY - How to Avoid Putting All Your Eggs in One Basket

    REPLAY - How to Avoid Putting All Your Eggs in One Basket
    Feb 9 2024

    The phrase in the title of this post is said to have been first used in the novel “Don Quixote,” and is written as follows, “It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket.”

    The message, of course, is that it can be quite risky to keep all your valuables in one place. Join me in this episode of Deliberate Money Moves where we discuss the best way to build an Investment Portfolio.

     

    Previously Published Mar 09, 2020
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    12 mins

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