<![CDATA[The Goals-Based Investing Podcast]]> https://app.springcast.fm/podcast/the-goals-based-investing-podcast en Ortec Finance Ortec Finance contact@ortecfinance.com episodic no https://app.springcast.fm/storage/artwork/3597/17734/WWLDpdGJBIyB04ienCU1cSsFxJ8Vphmk6KrZ0oyj.jpg 73830 Portfolio monitoring Portfolio monitoring https://app.springcast.fm/17734/the-goals-based-investing-podcast Goals-based investing is the answer to risk mitigation, monitoring, and client communications

]]> Goals-based investing is the answer to risk mitigation, monitoring, and client communications

]]> Ortec Finance full https://app.springcast.fm/17734/the-goals-based-investing-podcast Tue, 03 Oct 2023 10:31:00 +0200 Tuesday 03 Oct 2023 2023-10-03 10:31:00 6 1 no 0:13:50 68849 Economic Scenarios Economic Scenarios https://app.springcast.fm/17734/economic-scenarios A description of goals-based investing and the rationale behind it. In our fifth episode, Ronald examines the utility of economic scenarios and how in combination with a Goals-Based Planning process, they ultimately result in more satisfied clients.

]]> A description of goals-based investing and the rationale behind it. In our fifth episode, Ronald examines the utility of economic scenarios and how in combination with a Goals-Based Planning process, they ultimately result in more satisfied clients.

]]> Ortec Finance full https://app.springcast.fm/17734/economic-scenarios Mon, 24 Jul 2023 11:02:00 +0200 Monday 24 Jul 2023 2023-07-24 11:02:00 5 1 no 0:12:58 64226 Suitability Suitability https://app.springcast.fm/17734/suitability A description of goals-based investing and the rationale behind it. In our fourth episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.
































episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.

]]> A description of goals-based investing and the rationale behind it. In our fourth episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.
































episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.

]]> Ortec Finance full https://app.springcast.fm/17734/suitability Thu, 01 Jun 2023 12:00:00 +0200 Thursday 01 Jun 2023 2023-06-01 12:00:00 4 1 no 0:13:00 60073 The origins of Goals-Based Investing The origins of Goals-Based Investing https://app.springcast.fm/17734/the-origins-of-goals-based-investing A description of goals-based investing and the rationale behind it. In our third episode, Ronald examines the origins of goals-based investing and how an industry evolved as a result of meaningful conversations with his clients.

]]> A description of goals-based investing and the rationale behind it. In our third episode, Ronald examines the origins of goals-based investing and how an industry evolved as a result of meaningful conversations with his clients.

]]> Ortec Finance full https://app.springcast.fm/17734/the-origins-of-goals-based-investing Mon, 17 Apr 2023 12:00:00 +0200 Monday 17 Apr 2023 2023-04-17 12:00:00 3 1 no 0:16:31 56777 Enhancing Your Practice with Goals-Based investing Enhancing Your Practice with Goals-Based investing https://app.springcast.fm/17734/enhancing-your-practice-with-goals-based-investing A description of goals-based investing and the rationale behind it. In our second episode, Ronald examines how goals-based investing can enhance your practice and how it ultimately results in more satisfied clients.


]]> A description of goals-based investing and the rationale behind it. In our second episode, Ronald examines how goals-based investing can enhance your practice and how it ultimately results in more satisfied clients.


]]> Ortec Finance full https://app.springcast.fm/17734/enhancing-your-practice-with-goals-based-investing Thu, 09 Mar 2023 12:00:00 +0100 Thursday 09 Mar 2023 2023-03-09 12:00:00 2 1 no 0:12:15 51647 An Introduction to Goals-Based Investing An Introduction to Goals-Based Investing https://app.springcast.fm/17734/an-introduction-to-goals-based-investing A description of goals-based investing and the rationale behind it

]]> A description of goals-based investing and the rationale behind it

]]> Ortec Finance full https://app.springcast.fm/17734/an-introduction-to-goals-based-investing Thu, 02 Feb 2023 22:17:00 +0100 Thursday 02 Feb 2023 2023-02-02 22:17:00 1 1 no 0:15:02