036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi

Retirement Road Map

Content provided by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

2y ago 33:41

MP3•Episode home

If you've invested money in the stock market over the past 10 or 15 years, you've likely felt stressed when looking at your portfolio's wild dips and swings. It's easy to feel like you can never make a good decision or overcorrect in the face of a drastic downturn.

This is why we're so fortunate to have William Malagodi on our team at SHP. He's our Director of Investment Operations and digs deep into money management so our clients can focus on living and dreaming.

In this conversation, you'll learn how William survived trial by fire joining the financial industry during the crisis of 2008, why it's so hard to be a DIY-er in today's economy, and the scrutiny and due diligence that goes into every transaction with client portfolio construction here at SHP.

In this podcast interview, you’ll learn:

The difference between a broker-dealer and a registered investment advisor.
Why looking at a financial plan isn’t just about investment assets–and how changes to the tax code and other laws impact clients’ plans each and every year.
What manager selection is and how it plays a role in portfolio construction.
How we do due diligence when clients make investment requests.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

Connect With Us on Social

88 episodes