Monday May 22, 2023

#130 - Financial Planning (with Logan Jackson)

Learn how to unlock financial success with key strategies by Logan Jackson from Ray Capital Advisors.  Logan highlights how to set clear goals, choose the right asset class, diversify your portfolio for stability and growth, build a well-diversified investment portfolio to create wealth and mitigate risk, take control of your financial future through retirement planning and goal setting, & leverage tax loss harvesting. He also discusses how to prioritize tax planning, understand the impact of behavioral finance, seek professional money management, navigate conflicts of interest in financial planning, and discover hidden wealth advisors for personalized guidance.

Special thanks to our sponsor Risk3Sixty for supporting this episode.  Be sure to check their Security Program Maturity Presentation for CISOs:

Also if you would like to contact Logan Jackson please use his contact page at: 

Full Transcripts:


  • 00:00 Introduction
  • 02:37 The Importance of Financial Goal Setting
  • 06:48 How to Choose the Right Asset Class for Your Family
  • 11:17 How to Diversify Your Portfolio
  • 12:56 How to Build a Diversified Investment Portfolio
  • 15:22 How to Diversify a Portfolio and Build Wealth
  • 19:48 How to Take Risk Off the Table
  • 22:47 The Importance of Diversifying Your Portfolio
  • 24:13 The Importance of Retirement Planning
  • 28:56 The Importance of Goal Setting
  • 30:35 The Importance of Tax Planning
  • 33:10 How to Maximize Your Tax Implications in Taxable Investment Accounts
  • 35:20 How to Use Tax Loss Harvesting to Avoid Tax Losses
  • 39:51 The Importance of Behavioral Finance in Investing
  • 43:39 The Importance of Professional Money Management
  • 45:55 The Conflicts of Interest in Financial Planning
  • 47:50 How to Find a Hidden Wealth Advisor

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