Is “stay the course” costing you more than you realize when markets get rocky?

In this episode, Tony Jackson breaks down the difference between smart investing and financial anchoring, explaining why a one-size-fits-all approach rarely works. The conversation explores portfolio stability, annual reviews, tax law changes, inheritance strategies, business sale windfalls, and the importance of building a plan around your unique goals instead of following averages. Tony also shares why financial education, professional guidance, and a flexible retirement strategy matter when navigating market volatility, taxes, and generational wealth planning.

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