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

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