Just Peachie Show
Just Peachie Ep#20: Volatility w/ Chad Holmes, CPA, CFP®
Peachie Thompson · August 23, 2022
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed: • Volatility of the stock market • How volatility affects your investment • How to take advantage of volatility of the stock market
About our guest speaker, Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant, and fiduciary. Chad electively left a large RIA firm where he was lead advisor on over $50M assets under management in order to pursue his dream of owning his own firm. Now he can devote more time to fewer clients to deliver a superior client experience.
Learn more about Chad by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
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