272: How to approach investing and financial planning with Founder of RVW Wealth Selwyn Gerber

B”H You’re listening to Jewish Money Matters, I’m Yael Trusch your Host. Welcome to the show! Today I’m pleased to introduce you to a fiduciary financial advisor who is also clear on and comfortable with the Jewish perspective on money and wealth creation, Selwyn Gerber. Selwin is an economist, CPA and investment advisor. He’s a founding member and Chief Strategist of RVW Wealth LLC, wealth advisors primarily using a low cost ETF-based asset allocation model combined with secure bonds and select alternative investments. First of all, what is a fiduciary? Why should you be looking for one and how do you look for the right advisor? Selwyn and I talk about timing – should you be deterred from working with someone if you haven’t built a lot of wealth yet? The role of our emotions when it comes to investing and more. In fact, consider it a mini crash course on stock market investing. You might want to take notes. Here’s the wonderful Selwyn Gerber. You may also like | Puede que también te gusteEducating Kids Part 4Bat Mitzvah Inspiration || Inspiración para Bat Mitzva251: The power of compounding and freeing yourself from financial infidelity with Elizabeth SchwartzEpisodio 151: Adina Chelminsky, Economista & AutoraWednesday Wink || Giñada divina B”H You’re listening to Jewish Money Matters, I’m Yael Trusch your Host. Welcome to the show! Today I’m pleased to introduce you to a fiduciary financial advisor who is also clear on and comfortable with the Jewish perspective on money and wealth creation, Selwyn Gerber. Selwin is an economist, CPA and investment advisor. He’s a founding member and Chief Strategist of RVW Wealth LLC, wealth advisors primarily using a low cost ETF-based asset allocation model combined with secure bonds and select alternative investments. First of all, what is a fiduciary? Why should you be looking for one and how do you look for the right advisor? Selwyn and I talk about timing – should you be deterred from working with someone if you haven’t built a lot of wealth yet? The role of our emotions when it comes to investing and more. In fact, consider it a mini crash course on stock market investing. You might want to take notes. Here’s the wonderful Selwyn Gerber. You may also like | Puede que también te gusteEducating Kids Part 4