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Choosing the Right Investments: Goals, Platforms, and Strategies

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Manage episode 421346171 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor 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://player.fm/legal.

Welcome back to Financial Foundations, the podcast that serves as your gateway to the fascinating realm of finance. In this episode, hosted by Dustin Taylor, Certified Financial Planner Alex Wolfe, and Financial Advisor Kyle Howell, we delve into the essentials of choosing the right investments.

We discuss how to align your investments with your financial goals, whether you’re saving for a car, college, or retirement. We also explore various platforms and brokers, from traditional ones like Fidelity and Vanguard to newer options like Robinhood. Additionally, we highlight the importance of understanding company finances, the pros and cons of bonds, and the nuances of asset allocation and location.

Tune in to gain invaluable insights on investment strategies and find out how to navigate market uncertainties, especially during predicted recessions. Learn how to balance risk tolerance and make informed decisions for a secure financial future.

Send your questions or topics you’d like us to cover to question@basewealthmanagement.com.

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 421346171 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor 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://player.fm/legal.

Welcome back to Financial Foundations, the podcast that serves as your gateway to the fascinating realm of finance. In this episode, hosted by Dustin Taylor, Certified Financial Planner Alex Wolfe, and Financial Advisor Kyle Howell, we delve into the essentials of choosing the right investments.

We discuss how to align your investments with your financial goals, whether you’re saving for a car, college, or retirement. We also explore various platforms and brokers, from traditional ones like Fidelity and Vanguard to newer options like Robinhood. Additionally, we highlight the importance of understanding company finances, the pros and cons of bonds, and the nuances of asset allocation and location.

Tune in to gain invaluable insights on investment strategies and find out how to navigate market uncertainties, especially during predicted recessions. Learn how to balance risk tolerance and make informed decisions for a secure financial future.

Send your questions or topics you’d like us to cover to question@basewealthmanagement.com.

  continue reading

24 episodes

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