Jacob Sadler, CFP | Source | Founder and Senior Advisor at Curio Wealth
Jacob Sadler, CFP
I am a fee-only, Certified Financial Planner (CFP), specializing in investment management and retirement planning. I focus on the challenges of financial independence that are relevant to all generations, and place a high priority on control, simplicity, and flexibility in planning. I also have a specialized focus in planning decisions related to Continuing Care Retirement Communities and Life Plan Communities.
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Curio Wealth (http://curiowealth.com)
Founder and Senior Advisor
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7 Ways to Build a Diversified Portfolio Without a Ton of Money
You know it’s a bad idea to pour your life’s savings into a single investment. It’s personal finance 101: Invest regularly and diversify your portfolio. But a lot of times, there isn’t much guidance beyond that. So as an investor, you’re left wondering: How do you know if your portfolio is diversified? How many investments […] This was originally published on The Penny Hoarder, which helps millions of readers worldwide earn and save money by sharing unique job opportunities, personal stories, freebies and more. The Inc. 5000 ranked The Penny Hoarder as the fastest-growing private media company in the U.S. in 2017.
Article
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Essential Conversations: Key Advisors to Consult Before Retirement
Jacob emphasizes consulting a financial advisor, tax professional, mentor, estate attorney, and insurance expert before retiring. He advises asking about emotional impacts and past client experiences. "Advisors provide guidance based on learned, not lived, experiences," focusing on emotional readiness alongside financial planning. Understanding these dynamics ensures a smoother transition into retirement.
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In a general sense, it’s about spreading your risks around. Of equal importance, however, is positioning yourself to capture opportunity when and where it occurs.
