Episode 1 - Forecasting for 2023

In this episode of The Money Experience, Kevin McGarry is speaking with Frank M. Betsch, the founding partner of Valley Financial Group. With over 42 years of financial planning experience, Frank has helped thousands of people retire.

The goal of this podcast is to uncomplicate money. The guys are looking at the predictions for 2023 and comparing them to historical data to come up with their own opinions on what the market has to offer in the upcoming year. This episode is wrapped up with advice on managing your finances.

To contact Kevin McGarry: kevin@valleyfinancial.com kevin@valleyfinancial.com

To schedule a free financial assessment, fill out the form below.

We’re less than a week away from March 17th, the one day a year where people of every color and creed come together to be Irish for a day. Big cities throw elaborate parades, the Chicago river turns a fluorescent green, and everyone is decked out in green beads and shamrock shirts for one glorious day.

There are all kinds of holiday traditions and clever T-shirt sayings to commemorate the feast of St. Patrick, but perhaps the best known is the familiar “luck of the Irish”. So, the question is, just what makes those of Irish heritage just a little bit luckier than the rest of the population? On the contrary, the saying actually was originally meant to be ironic, with the extremely unlucky history of the Irish people being cited for the saying’s origins, but as time has gone by images of four-leaf clovers and pots of gold at the end of rainbows have taken away the phrase away from its sarcastic beginnings.

There are, however, some things that you would never want to leave up to chance, whether you have an apostrophe in your last name or not, and that is taking care of your money. Luck shouldn’t be a factor when determining you and your family’s financial future, and that’s where selecting the right financial adviser becomes key. By doing your homework and ensuring that your adviser is going to work to the best of their ability to maximize your benefit rather than just doing the bare minimum to get their paycheck, you can take luck out of the equation when it comes to your financial security.

Happy St. Patrick’s to all, and here’s hoping everyone a bit of luck going forward, financial and otherwise.

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