Webinar Recap: Financial Planning During Times of Volatility
Let’s be real, market swings can feel overwhelming. And with everything going on in the world, it’s totally normal to feel a little unsure about your financial plan.
That’s exactly why we hosted our recent webinar, Financial Planning During Times of Volatility, with our community. We discussed what’s happening, why it feels the way it does, and how you can stay calm, focused, and in control—no matter what the market’s doing.
This webinar was hosted by Tyler Horn, our head of planning here at Origin, and a Certified Financial Planner. Tyler works with all of our departments to ensure that our products and services are always aligned with financial planning best practices and are in your best interest.
Missed it? 🎥 You can watch the full recording here → Watch the Webinar
Here’s What We Covered
Why Volatility Feels So Personal
Even if it’s not your first market dip, it still hits differently each time. We talked about the emotions that come up—like fear and panic—and why those feelings are completely valid (but not always helpful when making financial decisions).
“It feels different every time, but it’s not new.”
The Role of a Plan
We shared how having a financial plan in place helps take the emotion out of decision-making. When you know your numbers, have a backup plan, and are clear on your goals, you can stay grounded—even when headlines get loud.
Practical Steps You Can Take Right Now
- Review your cash flow and upcoming expenses
- Make sure your emergency fund is solid (3–6 months of expenses is the goal)
- Check that your investments match your timeline (short-term vs. long-term goals
- Reconnect to your “why”—your goals, not just your portfolio
It’s not about being perfect. It’s about staying engaged and adjusting as life changes.
How Origin Supports You Through It All
We’re here to help you stay one step ahead, especially when things feel uncertain. With Origin, you get:
- Seamless spend tracking and budgeting
- Customizable reports and personalized insights into your assets and liabilities
- A unified view of your investment portfolio
Whether you’re focused on building long-term wealth, navigating market ups and downs, or simply gaining more confidence in how your money’s working for you, we’ve got your back.
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Watch the Recording
Want to hear the full conversation and see the strategies in action? Watch the full webinar now.
Answers to your questions
Yes. Origin offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.
Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.
Origin connects securely through trusted partners including Plaid, MX, and Mastercard.
Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.
Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through Origin, your login credentials are never shared with us. Instead, our partners generate secure tokens that let Origin access only the data you authorize—keeping your personal information private while enabling personalized insights.
Yes. You have full control to organize your spending in Origin. Transactions are automatically categorized by Origin, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.
