475 - Our Financial Year in Review

Wednesday December 18th | 2 PM PST |

Special Guest:
Joshua Goldsmith –CFP Professional, Financial consultant and Owner of Goldsmith Financial

Talking Points:
Markets performance overall this year
End of Year Housekeeping
Overall impact of interest rate changes this prior year
How the new political landscape affects the stock market
Young investors and crypto currency

Biography
Joshua Goldsmith is a CFP Professional, Financial Consultant and Owner of Goldsmith Financial. He is a retirement specialist and helps clients generate lifetime income from their retirement savings. He built his business in 2007 during the worst recession this country has seen; and he did it the old-fashioned way; going door to door, face to face, and meeting with potential clients to uncover opportunities where he could offer his services. Although this was not an easy task, the demand for quality financial advice ultimately outweighed the difficulties surrounding this business model and Goldsmith Financial was born. For over 15 years Mr. Goldsmith has been offering financial guidance to help his clients navigate the pitfalls standing between them achieving their financial goals. He is an expert in helping clients select the most appropriate investments to match their life stage, risk tolerance and income needs. Understanding what is most important to his clients is his number one priority and insight into finding out what the most suitable solutions are for their needs.

Live at 2 PM PST | 5 PM EST on YouTube LIVE: https://www.youtube.com/@itsyourliferadio. Also being broadcast on The Answer San Diego FM 96.1 AM 1170, e360tv, Facebook, LinkedIn, Twitter and Rumble.

▶Want to be included in the Show? Email jamescooley145@gmail.com
▶Speaking engagements: Email jamescooley145@gmail.com

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Thank you for watching,
Dr. J.C.