• 030: Work Smarter Not Harder: Investing to Meet Financial Goals

  • Apr 3 2024
  • Duración: 48 m
  • Podcast

030: Work Smarter Not Harder: Investing to Meet Financial Goals Por arte de portada

030: Work Smarter Not Harder: Investing to Meet Financial Goals

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  • Resumen

  • In this episode, I talk to Sean Powel of Security Wealth Management to dive into the crucial yet intimidating realm of taking the first steps into investing. This process can be daunting and seem very complex, but in this episode, we talk about some of the basics of investing and understanding the market.

    The topics we explore on this episode are:

    • Investing in a 529 plan for your children and some recent changes that have been made in this type of investing.

    • Tips to make investing feel like a more comfortable process.

    • Achieving a comfortable level of understanding and trust with a professional you work with.

    • Common mistakes made with investments.

    • What to look for in an expert as we can’t be experts in everything.

    • Understanding the concept of diversification.

    Here is a great place to start when looking for a broker: Broker Check

    Also check out the book Investing for Dummies

    Connect with me: https://www.instagram.com/jewelsdaly/

    And follow the Show the F*ck Up podcast on Instagram: https://www.instagram.com/showthef.up/

    Connect with Sean: Sean.Powell@investwithswm.com
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