The World of Financial Planning – Ep165

by | May 20, 2021 | Podcast

Carrie Waters Schmidt from

Podcast: Play in new window | Download (Duration: 56:41 — 61.2MB)

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Carrie Waters-Schmidt – Equanimity Wealth Planning and Investing

The world of investing is filled with noise and confusion.  There are so many ways to invest, from stocks and bonds to mutual funds to ETF’s, to REIT’s and onto strange things that combine all manner of groups of investments.  Spread the risk, do all you can to keep your upside is all fine and good until you realize that the markets have only gotten more volatile as more people get into the markets and more emotion goes into buying (and selling) decisions.
So what is an investor to do?
One option is to choose to work with a financial planner.  Carrie Waters Schmidt is the owner of Equanimity Wealth Planning and Investing.  She helps people navigate the investment waters to achieve their goals, based on their desires and their stomach for risk.
As provided by the Lincoln Financial Group compliance department:

My guest today is Carrie Waters-Schmidt.  She is a financial planner at Equanimity Wealth Planning and Investing in Madison Wisconsin offering comprehensive financial planning services through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Equanimity Wealth Planning and Investing is a marketing name for registered representatives of Lincoln Financial Advisors.  Opinions expressed are those of Carrie Waters-Schmidt and not necessarily those of Lincoln Financial Advisors Corp.

To the extent that she may provide clients with investment advisory services, including either financial planning services or ongoing investment advice, she may act in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

Lincoln Financial Advisors and its representatives do not provide legal or tax advice.  The content of this podcast is for informational purposes. It is not intended to be personalized or specific in nature or to be relied upon for your personal situation in any circumstance.  We encourage you to consult a legal or tax advisor prior to making tax-related investment and/or insurance decisions.

Enjoy!

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