EPISODE · Dec 18, 2021 · 27 MIN
DIY INVESTMENTS – Three-fund portfolio for beginners
from Merging Life and Money with MJ Caesar · host Marie Jo Caesar
Send us Fan MailSound investment made simple! My guest, Eric Dudley will show you that investing does not have to be complicated if done right.We will address the key elements you must know about this very simple investing approach. So, join Eric and me today at 5:00 pm PST, you cannot afford to miss it!!Here are some HIGHLIGHTS from this episode.02:43 What is a three-fund portfolio?03:27 The three components of a three-fund portfolio05:08 What is an index fund?06:46 What is asset allocation?08:30 What are the benefits of a three-fund portfolio?10:48 What is the cost associated with a three-fund portfolio?13:06 Three essential points to consider when building your portfolio17:42 Is there a ratio bonds to stocks for a three-fund portfolio? 19:40 Where can we purchase the relevant funds? 21:41 Can cryptocurrency be a feature of a three-fund portfolio? Everything said in the Merging Life and Money show is for general, informational, and educational purposes only and should not be taken as constituting professional advice from the Merging life and Money show host.The show host is not a financial adviser and as such you should consider seeking independent legal, financial, taxation or other advice to find out how the information/ideas discussed in the show are suitable to your circumstances.Support the showConnect with me:Instagram: https://www.instagram.com/thefinanciologist/Facebook: https://www.facebook.com/merginglifeandmoneyYouTube: https://www.youtube.com/@merginglifeandmoneyLinkedIn: https://www.linkedin.com/in/mjcaesarClick this link https://mariejocaesar.com/fmtq/take-the-quiz to take the "Discover Your Financial Mindset Type” Quiz, so you can start taking control of your financial destiny and transform your financial identity.Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
What this episode covers
Send us Fan Mail Sound investment made simple! My guest, Eric Dudley will show you that investing does not have to be complicated if done right. We will address the key elements you must know about this very simple investing approach. So, join Eric and me today at 5:00 pm PST, you cannot afford to miss it!! Here are some HIGHLIGHTS from this episode. 02:43 What is a three-fund portfolio? 03:27 The three components of a three-fund portfolio 05:08 What is an index fund? 06:46 What is ass...
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DIY INVESTMENTS – Three-fund portfolio for beginners
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