EPISODE · Sep 10, 2019 · 49 MIN
Money Talks: Financial Goals
from Money Talks · host MPB Think Radio
Our hosts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. https://www.newper.com/FINRA: the Financial Industry Regulatory Authority suggests how to approach setting your goals. https://www.finra.org/investors/personal-finance/set-your-financial-goalsCollege Savings Calculator: https://tools.finra.org/college_savings/Retirement Calculator: https://tools.finra.org/retirement_calculator/ Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Our hosts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. https://www.newper.com/FINRA: the Financial Industry Regulatory Authority suggests how to approach setting your goals. https://www.finra.org/investors/personal-finance/set-your-financial-goalsCollege Savings Calculator: https://tools.finra.org/college_savings/Retirement Calculator: https://tools.finra.org/retirement_calculator/ Hosted on Acast. See acast.com/privacy for more information.
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Money Talks: Financial Goals
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