101 - How to Balance Cash Savings and Long-Term Investing
An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "101 - How to Balance Cash Savings and Long-Term Investing" was published on May 26, 2021 and runs 27 minutes.
May 26, 2021 ·27m · Real Personal Finance
Summary
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...
Episode Description
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
Scott
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