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Our topic on this episode of the Ready for Retirement podcast is about understanding the best way to save for a short-term goal.
Questions to ask ourselves: How soon will I need the funds for my short-term goal? How should I be invested when saving for a short-term goal, if I choose to invest at all? What types of investments are best for capital preservation? How do my investments change when investing for a short-term goal vs. medium and long-term goals?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
LET'S CONNECT!
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Join the new Root Collective HERE!
By James Conole, CFP®4.9
761761 ratings
Our topic on this episode of the Ready for Retirement podcast is about understanding the best way to save for a short-term goal.
Questions to ask ourselves: How soon will I need the funds for my short-term goal? How should I be invested when saving for a short-term goal, if I choose to invest at all? What types of investments are best for capital preservation? How do my investments change when investing for a short-term goal vs. medium and long-term goals?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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