A Look Back at 2022
Episode 8714th December 2022 • Human-centric Investing Podcast • Hartford Funds
00:00:00 00:32:21

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John and Julie take a look back at this past year and highlight a few memorable episodes from 2022. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2023!

Transcripts

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [00:01:43] And I'm Julie.

John Diehl [:

Julie Genjac [:

John Diehl [00:01:59] Let's go.

Julie Genjac [:

John Diehl [:

Julie Genjac [:

better, deeper, more meaningful, more professional, productive conversations. And one of the tools that just has struck me and I have used it countless times was when preparing for a potentially difficult conversation rather than focusing on the person first. Focus on yourself, center yourself. Take those 30 or 60 seconds to deep breathe or meditate or reflect. And I had never thought about it that way. I was definitely entering those conversations through the other person door and that that was a tool that just stuck out in my mind. And it's something that was really powerful.

John Diehl [:

Julie Genjac [:

Barbara Kay [:

You don't have to do a whole big yoga thing. You just take 30, 60 seconds to calm yourself. The key is to get out of the mind chatter of your head and focus on the breath and the bodily sensations.

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Matt Baker is also an avid fisherman. And so towards the end of that episode, Julie Matt shared with us a story about fishing, and he related it to how he thinks about choosing securities, evaluating securities, so on and so forth. And this is a phrase that has stuck with me. He said to his son, Most of the fish are caught before we ever leave the dock. And he described about how they'll go 100 miles out in the ocean, but they may only fish in a very small area. But in order to determine where to fish, what to use, all that kind of stuff. There's so much research that goes on, on the front end, analyzing things like the salinity in the water and and the wind speed and wind directions and all that kind of thing, I thought was fascinating because I am nowhere near that kind of a fisherman. Julie I like to pay my money. Get on the boat. Somebody hands me a rod

and says reel it in. That's my idea of fishing. But I thought mat's analogy and thinking about that

most fish are caught before we ever leave the dock was probably one of my favorite statements of that whole podcast episode.

Julie Genjac [:

MAtt Baker [:

We had interest rates at zero pretty much. We had quantitative easing the whole time and you were were rewarded for taking risk.

Julie Genjac [:

What is our health status? What medications are we taking, what doctors do we see, and how do we compile that into a really smart decision? And I think what was so interesting is he said, you know, usually my employer helps me with that through through my years of working. I checked a few boxes on annual enrollment and it was very turnkey and simple. And all of a sudden, as I'm having to make these decisions for myself, it's extremely overwhelming.

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Julie Genjac [:

John Diehl [:

people find solutions, so we want to guide them in the right way. But oftentimes these conversations are kind of off the ranch from what we're typically, typically dealing with and what we're educated in. So just understanding that there are resources out there that we may be able to point our clients to, I think is encouraging for a lot of people. And as you know, Julie, it's it's part of the client experience, right. Educate me. But what's the second part? Connect me to resources that can help. And I thought that episode we did with Pilot definitely pointed to a great resource that's available.

Julie Genjac [:

John Diehl [:

Julie Genjac [00:15:20] Absolutely.

Dave Francis [:

John Diehl [:

Julie Genjac [:

John Diehl [:

so hopefully we can line that up. I certainly would look forward to that.

Julie Genjac [:

John Diehl [:

Julie Genjac [:

JT Taylor [:

So in my view, it is going to come down to the wire. I do think right now the Democrats have an edge. There has been another you guys have been bombarded with this this talk of the the so- called untested Republican candidates out there versus the establishment. But the Republicans would have an advantage, in my opinion, if they had gone through and nominated some of the more establishment types and untested in some cases isn't bad. I mean, I would prefer a maverick nine chances out of ten rather than the old guard. But if you're Mitch McConnell, John, and you want to keep this or you want to take over the Senate, you want the best possible candidate that's going to win in their mind minds and that of their various committee arms, the Senate Republican Committee. They're going to want an establishment candidate in there that is going to unify the party.

John Diehl [:

Julie Genjac [:

John Diehl [00:23:04] Ten? No doubt about it. Without a doubt. I'm a ten.

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [00:24:59] That's great.

John Diehl [:

Julie Genjac [:

John Diehl [00:25:20] Needs. I would have laid odds on that one.

Julie Genjac [:

John Diehl [:

Julie Genjac [00:25:49] So it's funny. The younger me would have said City all day long, but for, you know, after the last two and a half years, I have realized there is something about just being able to be with those that you care about and sort of take it all in. So I'm I think I'm transforming into more of a country fan. It's interesting how we evolve for our life.

John Diehl [:

Julie Genjac [00:26:23] So if you're all you for a loop here, and I'm going to say both because the digital I can access wherever I am and I can always see what needs to be done. But there is something with every fiber of my being that feels so good about actually crossing things off of that paper list. So I'll actually put things on the paper list that I didn't work on there, but I've already accomplished just to cross them off. And boy, does it feel good. I tell you, it's amazing.

John Diehl [:

Julie Genjac [00:26:55] No, no, there's just that one piece of that physical, you know, watching the

list be crossed off. I don't know. I don't know if we'll ever lose that, but we'll see. John, I'm curious, because this is one of my favorite questions and I think it's always so interesting how people answer. But from your perspective, what's the best age?

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [00:28:42] Absolutely.

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [:

John Diehl [:

Julie Genjac [00:31:39] Talk to you soon.

John Diehl [: