CRASH PROOF Your Wealth Beyond Stocks

Most investors don’t underperform the market because they picked the wrong stock—they underperform because they sell at the worst possible time. In this episode of The Wealth Planning Podcast with The Brister Law Firm, we break down the costly mistake of emotional selling, especially when pulling income from your portfolio. You’ll learn why it’s not just a single bad decision—but a pattern that compounds losses, triggers taxes, and crushes your future growth potential.

 

If your entire net worth lives in the stock market, this episode is a wake-up call. Learn how to protect your wealth like a pro—rain or shine.

 

🎯 It’s not just about making money. It’s about keeping it, growing it, and passing it on.

 

Timestamps:

0:00 – The biggest mistake investors make

0:35 – Why timing, not stock-picking, is the real problem

1:10 – The compounding cost of emotional decisions

1:52 – Pulling income during a downturn = double trouble

2:28 – Locked-in losses and unexpected taxes

3:03 – The “convertible in a hailstorm” metaphor

3:47 – Why this mistake keeps repeating

4:22 – Market exposure vs. long-term protection

5:05 – What traditional planning gets wrong

5:49 – How to build real financial resilience

6:33 – Strategies to stabilize income in volatile times

7:15 – Growing and preserving wealth across generations

8:00 – Final thoughts and next steps

 

📩 Ready to take control of your wealth?

 

Schedule a personalized consultation with Brister Law and start building a strategy that lasts through any storm.

 

👉 bristertaxlaw.com

 

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