If you’ve ever felt like you’re doing everything right with your money, but still not seeing the results you hoped for, you’re not alone. Like golf, investing can be frustrating, emotional, and unpredictable. In this episode, the team unpacks what both pursuits require: patience, consistency, and a strong mental game.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

00:01:10 – Golf Season Goals and Frustrations

00:04:13 – Market Volatility

00:06:05 – Emotions and Short-Term Decision-Making

00:08:44 – Staying Disciplined

00:12:51 – The Power of Consistency

00:14:01 – Making Small Adjustments

00:15:42 – Focusing on Process

00:17:39 – Mindset Shifts

In this conversation, Cody Demmel joins the hosts to explore how the mental discipline required on the golf course mirrors the mindset needed to invest well. From handling volatility to building long-term habits, the episode highlights the importance of consistency, staying focused through ups and downs, and making thoughtful adjustments along the way. Listeners will walk away with practical takeaways and relatable insights to improve both their investing approach and financial confidence.

Need guidance on finding your long-term strategy? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Cody Demmel on LinkedIn: https://www.linkedin.com/in/codydemmel/

Sean Roth on LinkedIn: https://www.linkedin.com/in/sean-a-roth/

Jon Kerstetter on LinkedIn: https://www.linkedin.com/in/jdkerstetter/

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Winning a Super Bowl takes strategy, discipline, and the ability to stay cool under pressure—sound familiar? Investing isn’t so different. In this episode of Coachable Wealth, Cody, John, and Sean break down the emotional highs and lows of market volatility and how they mirror the intensity of a championship season.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

00:05:59 - Loss Aversion and Media Influence

00:08:12 - Managing Emotions During Market Volatility

00:11:26 - Long-Term Investment Strategy

00:12:23 - Balancing Portfolio for Long-term Success

00:13:42 - The Risks of Sitting in Cash

00:15:47 - Discipline and Team Mindset

00:16:26 - Handling Volatility and Emotion

From the thrill of big wins to the agony of tough losses, sports and investing have a lot in common. The guys dig into how investors often overreact, just like sports fans, and why keeping a long-term perspective matters. Using the Philadelphia Eagles' Super Bowl run as a playbook, they talk about loss aversion, media hype, and why sitting in cash can be riskier than riding out the volatility. Whether you're managing your portfolio or coaching your fantasy football team, this episode is packed with real talk, relatable stories, and a game plan for staying in the game.

Need a new game plan for your financial life? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Cody Demmel on LinkedIn: https://www.linkedin.com/in/codydemmel/

Sean Roth on LinkedIn: https://www.linkedin.com/in/sean-a-roth/

Jon Kerstetter on LinkedIn: https://www.linkedin.com/in/jdkerstetter/

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment of your team's performance mirrors the worry of seeing your investment portfolio fluctuate with the market. It's time to turn this around and find a strategy that can help you weather the ups and downs.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

00:00:08 - Introduction and Weekend Recap

00:01:00 - Football Season and Scrimmage

00:03:43 - Challenges in Professional Sports

00:08:06 - Market Volatility and Long-Term Investing

00:11:49 - Short-Term vs. Long-Term Focus

00:13:15 - Phillies' Performance and Stock Market Comparison

00:14:27 - Concerns about Eagles' Offense

00:15:19 - Phillies' Struggles and Return to Fundamentals

00:16:58 - Hope for Phillies' Turnaround and Olympics Recap

00:19:39 - Anticipation for Fed's Decision and Inflation Concerns

In this episode of the Coachable Wealth podcast, hosts Cody, John, and Shawn lament the performance of the Phillies and how it relates to the realities and challenges of long-term success in both sports and the stock market. By highlighting the parallels between short-term decision-making in sports and emotional reactions to market volatility, the hosts stress the importance of maintaining a long-term focus and avoiding impulsive financial decisions. Utilizing real-world examples, historical market data, and personal anecdotes, the hosts effectively demonstrate the connections between the worlds of sports and finance, offering listeners valuable insights into investment strategies and market trends.

Looking to gain perspective on your portfolio performance? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Historical Look at Reasons to Sell: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historic-Reasons-to-Sell.png

Historic Declines Chart: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historical-Declines.webp

Historic Drawdowns: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Drawdowns.avif

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

This episode is listed by the recording date of 8/12/2024. The episode was officially published and released publicly after a full compliance review on 8/26/2024.

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/