Episode 08: Ask Mary Beth – How Do I Get Started With Investing and Retirement Savings or College Savings: Which Comes First?

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Work Your Wealth
Work Your Wealth
Episode 08: Ask Mary Beth – How Do I Get Started With Investing and Retirement Savings or College Savings: Which Comes First?
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HOW DO I GET STARTED WITH INVESTING?

RETIREMENT SAVINGS OR COLLEGE SAVINGS: WHICH COMES FIRST?

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m answering the above questions.

WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The first thing you need to determine before you even dive into investing.
  • Why a diverse portfolio matters.
  • What an index does for you.
  • What a mutual fund or exchange-traded fund can do for you.
  • Where to start in the retirement vs. college planning debate.
  • What happens when you plan for college without planning for retirement.
  • Why “do what you can” is better than “do nothing”.

LINKS MENTIONED ON THE SHOW:

LET’S CONNECT!

ENJOY THE SHOW?

See important disclosure information.

Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

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