“Disciplined Investor” | S4E6 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a lot of topics mainly Legislation Changes of the Secure Act 2.0, portfolio management, disciplined investor, and the importance of being balanced. In this episode, we make sure that the impact of inflation as well as the topics that are going to be important in 2023 are discussed. Should we take a more aggressive stance with regard to interest rates? What is TINA and TARA? Listen to this episode to learn more! 

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TIMESTAMP:
00:00 - Introduction
00:56 - Who is Dave Chenet?
02:40 - What are the impactful things in the new Secure 2.0 Act?
05:16 - Catch-up contribution limits
07:24 - What is the bad news?
08:44 - 529 Plan
13:05 - The effect of inflation
13:41 - What are the themes going into 2023?
17:15 - Do we need to be aggressive with the interest rates?
20:18 - Growth vs Value
24:29 - The Retail Investor
26:28 - Selling High
28:58 - Consider price when you consider value
36:00 - World News & The U.S. Fed
36:58 - Let’s tackle inflation
40:46 - What is TINA & TARA?
43:16 - Bonds and Mortgages
46:31 - The Right Mix of Assets

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

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