#50 Money. Investing. Robo Advisors. Tax Loss Harvesting & More

Michael Anderson, Certified Financial Planner talks about investing.  What is cash management and how do you look at cash management?  What is a robo advisor and what is a good approach with using that tool?  How does someone look into retirement and know if they are ready or have enough? Learn more about Michael Anderson and robo advisors online: allocationlink.com  Michael talks about “Investment Management” and he shares the 7 items you should consider with your Investment Management. Do you have a written investment plan?  This written plan does not have to be complex, but it can help you segment your assets into short term and longer term investment vehicles. You can get financial planning help at Maranantha.com Subscribe to PodcastApple PodcastsAndroidby EmailRSS