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".
Want to be in the know?
Sign up for our newsletter to stay up to date.
Related Articles
Is a Continuing Care Retirement Community Right for You? Are you considering a Continuing Care Retirement Community (CCRC) for your future? You're making an important decision that will affect both your lifestyle and financial security in retirement. While CCRCs offer an appealing package of housing, services, and access to care, understanding the fine print of your contract is essential to making the right choice. What many prospective residents don't realize is that the type of contract you select can dramatically impact your finances for decades to come. Let's explore what you need to know before you sign.
Don't Make This Common Retirement Planning Mistake You've done your research on Continuing Care Retirement Communities (CCRCs) and perhaps you're close to making a decision. But now you're wondering: "With a CCRC contract that includes care services, do I still need long-term care insurance?" It's a common question—and one that could significantly impact your financial security. Many people assume that moving to a CCRC eliminates the need for long-term care insurance, but this misconception could cost you dearly. The truth? For many CCRC contracts, long-term care insurance isn't redundant—it's an essential complement that provides crucial financial protection. Let's explore why. Not All Long-Term Care Insurance Is Created Equal
The holiday season reminded us of life's most precious gifts – our loved ones and the beautiful moments we share. But how do we ensure these blessings remain protected long after the decorations are packed away? In this heartfelt exploration of family financial security, we delve into how life, disability, and long-term care insurance work together as powerful tools of love, protecting not just our family's financial future, but the very dreams and everyday joys that make life meaningful. Discover why the greatest gift you can give your family this new year isn't found under a tree, but in the promise of a secure tomorrow. [Read the full article to learn how to transform your love into lasting protection...]