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Investments — Long Course

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Manage episode 390573085 series 3352217
Content provided by Justin Waller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Waller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life.

In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio to strengthen your financial plan. Listen in to hear how you can beef up your investments to optimize your life.

You will want to hear this episode if you are

interested in...

  • Why you should rebalance regularly [2:32]
  • How often you should rebalance [5:46]
  • Dividends, income, and capital gains [8:30]
  • The type of account determines tax ramifications [10:24]
  • Your homework [12:41]

Resources & People Mentioned


Connect With Justin Waller


Subscribe to MONEY MILE

Audio Production and Show Notes by - PODCAST FAST TRACK

  continue reading

67 episoade

Artwork
iconDistribuie
 
Manage episode 390573085 series 3352217
Content provided by Justin Waller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Waller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life.

In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio to strengthen your financial plan. Listen in to hear how you can beef up your investments to optimize your life.

You will want to hear this episode if you are

interested in...

  • Why you should rebalance regularly [2:32]
  • How often you should rebalance [5:46]
  • Dividends, income, and capital gains [8:30]
  • The type of account determines tax ramifications [10:24]
  • Your homework [12:41]

Resources & People Mentioned


Connect With Justin Waller


Subscribe to MONEY MILE

Audio Production and Show Notes by - PODCAST FAST TRACK

  continue reading

67 episoade

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