Election year jitters? Learn how to protect your portfolio from political swings.

In this insightful episode of The Wealth Legacy Blueprint, Richard and Andrew Hanson of Generations Wealth Management Group discuss the complexities of market performance during election cycles, offering data-driven strategies to protect your financial future.

Drawing from nearly a century of data, they stress a nonpartisan approach to investing and the importance of a long-term financial plan. Key strategies like dollar-cost averaging, diversification, and understanding risk tolerance are highlighted, along with practical advice on avoiding impulsive, media-driven decisions and maintaining strong client relationships during volatile times.

Key Highlights:

• Election Year Market Performance: Uncover historical insights into S&P 500 trends and how to navigate market resilience under various political scenarios
• Nonpartisan Investment Strategy: Learn the value of a fact-based, nonpartisan approach to investing that stands strong, no matter the election outcome
• Risk Management Through Diversification: Understand the importance of diversified portfolios in managing volatility, with strategies tailored to your risk tolerance
• Long-Term Financial Planning: Discover why avoiding knee-jerk reactions is key to achieving your financial goals, supported by behavioral finance principles
• Client Communication During Volatility: Explore strategies for maintaining strong client relationships through clear communication and consistent financial planning

These topics, and more, will provide you with the tools needed to navigate election-year market volatility with confidence.

Resources:

• Book: The Behavior Gap by Carl Richards
• Website: BehaviorGap.com

Connect with Generations Wealth Management Group:

• Website: Generations Wealth Management Group
• LinkedIn: Generations Wealth Management Group
• Facebook: Generations Wealth Management
• LinkedIn: Rich Hanson
• LinkedIn: Andrew Hanson
• Email: support@generationswealthmgt.com
• Phone: 833-948-2466

What drives someone to leave a successful corporate career for firefighting?

Join Richard and Andrew Hanson of Generations Wealth Management Group as they welcome their longtime friend and client, Nick Garton. In this heartfelt episode, Nick, son of previous guest Tom Garton, shares his inspiring journey from corporate sales to becoming a Fire Captain at the Orange County Fire Authority. Explore how Nick’s family values guided his career choices and how he juggles firefighting demands with family life.

Throughout this episode, Nick reveals the pivotal moments that led to his career transition and the supportive role of his wife, Erica. Listen in as Nick, Richard, and Andrew discuss the deep camaraderie in firefighting, financial prudence, and the joys of grandparenting, providing listeners with valuable life and financial lessons.

Key Highlights:

• Emphasizing Family and Fulfillment: Nick shares his heartfelt decision to leave the corporate world, emphasizing the paramount role of family and fulfillment in firefighting
• Balancing Work and Family Life: Learn about the dynamics of Nick’s demanding firefighting schedule and the crucial support from his wife, Erica, in managing their household
• Financial Responsibility and Legacy: Richard Hanson outlines the financial strategies and fiscal prudence instilled by Nick’s father, which helped shape Nick’s approach to family and career
• Fostering Community and Camaraderie: Discover how the supportive environment within the firefighting community contributes to Nick’s professional and personal fulfillment
• Legacy of Financial Prudence: Enjoy humorous anecdotes about Nick’s upbringing and his father’s frugality, emphasizing the importance of financial responsibility
• Coach Harbaugh Stories: Memorable experiences with Coach Harbaugh that left a lasting impression on Nick, emphasizing hard work and dedication
• And much more!

Resources:

• Episode 6
• Coach Jim Harbaugh

Connect with Generations Wealth Management Group:

• Website: Generations Wealth Management Group
• LinkedIn: Generations Wealth Management Group
• Facebook: Generations Wealth Management
• LinkedIn: Rich Hanson
• LinkedIn: Andrew Hanson
• Email: support@generationswealthmgt.com
• Phone: 833-948-2466

Ever wondered how to pivot from a corporate career to building a thriving family business?

Join Richard and Andrew Hanson of Generations Wealth Management Group as they warmly welcome their longtime friend and dedicated client, Tom Garton. Uncover the heartfelt story of Tom, who left the corporate grind to create Paradise Designs, a thriving landscaping business rooted in family and passion. Learn how the complementary skills and shared values of Tom and his brother Jeff fostered a business grounded in family and work-life balance.

Throughout this episode, Tom reveals the pivotal moments and financial strategies that helped him successfully transition from corporate life to entrepreneurship. Listen in as Tom, Richard, and Andrew discuss the deep camaraderie and professional bonds that have shaped their successful and fulfilling partnership.

Key Highlights:

• Emphasizing Family and Work-Life Balance: Tom shares his heartfelt decision to leave the corporate world, highlighting the paramount role of family in his career journey
• Building a Successful Business Partnership: Learn about the dynamics between Tom and his brother Jeff, whose complementary skills in design and business management led to the success of Paradise Designs
• Financial Strategies for Business Growth: Richard Hanson outlines the initial and evolving financial strategies used to secure Tom’s business legacy
• Fostering Employee Loyalty and Enjoyment: Discover how Tom and Jeff’s efforts to create a supportive work environment through family-oriented activities contributed to the loyalty and success of their employees
• Insights on Grandparenting: Enjoy humorous and heartwarming anecdotes about the joys and liberties of grandparenting, shared by Tom, Richard, and Andrew
• Legacy Outreach Program: Learn about the Legacy Outreach Program introduced by Andrew Hanson, aimed at educating clients’ children and beneficiaries about their parents’ financial plans
• And so much more!

Connect With Tom

• LinkedIn
• Paradise Designs Inc.

Connect with Generations Wealth Management Group:

• Website: Generations Wealth Management Group
• LinkedIn: Generations Wealth Management Group
• Facebook: Generations Wealth Management
• LinkedIn: Rich Hanson
• LinkedIn: Andrew Hanson
• Email: support@generationswealthmgt.com
• Phone: 833-948-2466