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

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Scott

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