05.26.2021 - By Scott Frank and James Conole
Scott and James discuss how to balance cash savings & long-term investing. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 3:40 - How To Allocate To Different Goals 7:15 - Should I Invest For Short-Term Goals? 8:24 - Importance of Different Accounts 13:58 - Portfolio Diversification 19:32 - How Do I Maximize Returns? 25:06 - Understanding Why We Invest 26:15 - Aligning Your Finances With Your Life LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here