EPISODE · May 26, 2021 · 27 MIN
101 - How to Balance Cash Savings and Long-Term Investing
from Real Personal Finance · host Scott Frank and James Conole
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 Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
Embed this episode
What this episode covers
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 - Unders...
Ready to play
101 - How to Balance Cash Savings and Long-Term Investing
No transcript for this episode yet
Similar Episodes
Jan 31, 2024 ·7m
Jan 31, 2024 ·7m
Jan 31, 2024 ·5m
Jan 27, 2024 ·12m
Jan 19, 2024 ·9m
Jan 18, 2024 ·5m
Similar Podcasts
No similar podcasts found.