This week I sit down with Financial Advisors Sharon Ruddy & Betty Hildebrand
https://www.elevateyourwealth.ca/
This conversation covers the basics of investing, financial literacy, understanding investment strategies, types of investments, active vs. passive investing, time horizon and investment choices, investment strategies for women, investment accounts and asset location, reviewing and adjusting investment portfolios, financial planning and wealth transfer, financial literacy, and empowerment in investment decisions.
Takeaways
- Financial literacy
- Investment basics
Chapters
- 00:00 Introduction to Investing 101
- 06:20 Investment Strategies and Diversification
- 13:51 Active vs. Passive Investing
- 17:16 Reviewing and Adjusting Investment Portfolios
- 19:36 Financial Literacy and Money Mindset
Connect with Sharon & Betty at https://www.instagram.com/sbgroupprivatewealth/
https://www.elevateyourwealth.ca/
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