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Are You Taking on Too Much Risk? 4 Signs to Watch 🚩

Episode Description:

Risk isn’t just a number on a chart… it’s how you feel when markets move. If you’ve ever wondered whether your portfolio matches your true risk tolerance, Peter with Richon Planning and Erin Kennedy lay out four red flags to pay attention to:

🔹 You check your accounts constantly. How often is too often? If market swings dictate your mood, it may be time to reassess.

🔹 Market drops keep you up at night. The headlines are loud, and it’s hard to tune out the noise.

🔹 You’ve made panic-driven decisions before. Emotional investing is one of the biggest threats to long-term returns.

🔹 You feel pressure to “chase” returns.

FOMO can push you into taking risks you’re not comfortable with. The good news? Peter can help align your investments with your true risk tolerance, keeping you disciplined, diversified, and focused on the long-term plan (not the daily swings). If you’d like to find a plan that’s in line with your goals and your tolerance, please call (919) 300 5886 or visit www.RichonPlanning.com

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A fundamental understanding of the different options you have available with your money will help you make more effective decisions about your placement of savings and investments, and what each dollar’s job is for you.

Richon Planning Book 3