Brian O'Leary | Source | Wealth Advisor, Senior Analyst at ALINE Wealth
Brian O'Leary
Brian O’Leary is a Wealth Advisor and Senior Analyst at ALINE Wealth. He brings more than 15 years of financial industry experience and a wide-ranging background in research, trading and client service. As a Wealth Advisor, Brian often works with up and coming professionals. He ensures the next generation experiences the high level of care that ALINE Wealth is known for while integrating new solutions tailored for a rapidly evolving financial services industry.
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ALINE Wealth (https://www.alinewealth.com/)
Wealth Advisor, Senior Analyst
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Top Money Lessons From the Pandemic | WTOP
Each time we left our homes during the coronavirus pandemic, we were intensely aware of the health risks at stake. But when it comes to money, we've been taking calculated risks all along.
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Part of having a plan is understanding things do inevitably go wrong. It’s not a plan if you don’t have buffers built into it already. Step one is understanding where you are and how you survived this pandemic, reviewing what tools you leaned on. People experienced the pandemic in very different ways. Many had severe income disruptions while some benefited financially throughout the course of the pandemic and didn’t have that disruption. For those that didn’t experience a disruption, if they could simulate what it would have been like if they actually did, that will go a long way for testing your preparedness for the next time there is a disruption to the markets.