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Investments — Long Course
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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
- Episode 40 - How Triathlon Fosters Community with Allison Trucillo
- Episode 33 - Investment Strategy – Olympic Level
- Episode 31 - Income Tax Planning – Olympic Level
Connect With Justin Waller
- https://WallerFC.com
- Waller Financial Coaching on Facebook
- Justin on Instagram
- Justin on LinkedIn
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