Length: ~8 minutes
🔑 Episode Summary:
In this episode of the Net Worthwhile Podcast, Tim and Tony unpack the timely importance of revisiting your investment risk tolerance—especially after a wild market whipsaw in spring that saw dramatic losses followed by an equally dramatic recovery. They explore how market behavior, life changes, and emotional responses all interact to shape one’s real-world capacity for risk.
💡 Topics Discussed:
Why sharp market rebounds can mask our true feelings about risk
The three dimensions of risk tolerance: ability, willingness, and need
How major life events—like a new child, a death in the family, or sending kids to college—can affect your posture toward investment risk
Historical S&P 500 returns and the emotional cost of long-term growth
The value of a Grow, Protect, Give, Live framework
Why addressing emotional security first (Protect + Live) creates room to take growth risk more effectively
The need for ongoing risk conversations—not one-time assessments
🔁 Key Takeaway:
Risk tolerance isn’t static. It evolves with markets, life circumstances, and personal emotion. The best investment strategies start with protecting peace of mind—then grow from there.
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