Starting your investment journey can feel overwhelming, but it doesn't have to be complicated. In this episode, we walk you through five key steps to help you navigate the process with confidence, from taking inventory and clarifying your goals to prioritizing accounts, selecting investment types, and choosing the right asset allocation. Whether you are new to investing or looking to refine your approach, you will learn actionable steps to build a strong and lasting investment portfolio. Tune in now to start making your financial future a priority this 2025.


[00:02:04] Lisha's Snow Day Fun in Atlanta
[00:05:40] Brittne's Money Mishaps from Earning Credit Card Points
[00:10:41] Taking Inventory for Smart Investing
[00:14:31] Clarifying Your Why to Guide Investment Decisions
[00:17:35] Prioritizing the Right Investment Accounts
[00:23:01] Choosing the Best Investment Types for Your Portfolio
[00:25:15] Setting Asset Allocation for Long-Term Success

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