Manage episode 293488754 series 2653925
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.)
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
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