Join Mike Cavaggioni with Gil Baumgarten on the 155th episode of the Average Joe Finances Podcast. Gil shares his thoughts on timely finance topics, volatile market trends and the psychology behind smart investments.
In this episode, you’ll learn:
*How to stay strong during market volatility
*How to start investing wisely
*Having the discipline to become wealthy
*And so much more!
About Gil Baumgarten:
Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal.
Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants.
Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction.
Find Gil on:
Company Website: https://segmentwm.com/
Gil's Musings: https://segmentwm.com/blog/
Personal Website: https://gilbaumgarten.com/
Facebook: www.facebook.com/SegmentWealthManagement
LinkedIn: https://www.linkedin.com/in/gil-baumgarten/
Average Joe Finances®
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Important Tools and Resources that I Use
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CRM Tool: www.averagejoefinances.com/crm
Pay Off Your Mortgage in 5-7 Years:
www.theshredmethod.com/averagejoefinances
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Make Real Estate Investing Easier with DealMachine:
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Podcast Editing Services: www.editpods.com
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