Now that we’ve covered the importance of investing, types of retirement accounts, and the difference between Traditional and Roth, we’re moving on to discuss what to actually buy inside these accounts. What should you be investing in? How do you choose your investments? Sarah is here to teach us about index funds, how to interpret expense ratios, and the difference between dollar cost averaging and lump sum investing. 

If these terms are foreign to you or sound overwhelming, do not fear! Today’s episode is all about breaking down investing into manageable, easy to understand steps that you can start implementing today. 

Sarah is a personal finance nerd who learned about finances and investing from an early age from her father and grandfather, who both spent their careers in the corporate finance world. As an adult, Sarah immersed herself in the personal finance and FIRE spheres, learning from top experts. Sarah is my personal go-to for all financial questions, and she’s here to share her knowledge with all of you!

SPONSORS

AAPA Job Source: aapa.org/pajobsource

⁠1-ON-1 NEGOTIATION CONSULT https://calendly.com/the-pa-is-in/negotiate⁠ 

CONNECT WITH SARAH

Email: [email protected]

LinkedIn: linkedin.com/in/sarah-miller-pa-va/

RESOURCES

Previous episodes in Back to Basics Money Series: 

283: Back to Basics: Meet Sarah

287: Back to Basics: What Actually IS Investing?

290: Back to Basics: Traditional versus Roth - What’s the Difference?

ChooseFI: https://choosefi.com

JL Collins website: https://jlcollinsnh.com

JL Collins book: The Simple Path to Wealth 

COACHING

⁠1-ON-1 NEGOTIATION CONSULT https://calendly.com/the-pa-is-in/negotiate⁠ 

⁠FREE 30-MINUTE COACHING CONSULT⁠ ⁠https://calendly.com/the-pa-is-in/gen-call⁠  

LINKS

EPISODE BLOG POST https://www.tracybingaman.com/blog

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⁠TRACY ON LINKEDIN https://www.linkedin.com/in/tracybingaman/⁠

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