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44: Self Directed Investing vs. Roboadvisors

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Manage episode 381803912 series 3407674
Content provided by Bridget Casey and Alyssa Davies, Bridget Casey, and Alyssa Davies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bridget Casey and Alyssa Davies, Bridget Casey, and Alyssa Davies 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.

When it comes to investing, being in the market is key. But once you're in, how do you decide who gets to manage your money? Are roboadvisors enough? Let's discuss this and more in this week's episode of Money Feels!
We're your hosts, Alyssa and Bridget. Welcome to the podcast, where we talk through our money trauma and create a better understanding of building a healthy relationship with finance.

In today's episode, we discuss the following:

  • Why you need to invest
  • The cost between self-directed vs having someone else invest for you
  • Stock market crashes and recoveries
  • Bonds vs equities
  • The reality of the roboadvisor portfolio
  • Personalization of investing
  • Risk tolerance and understanding why risk is relevant to age
  • The benefits of self-directed investing

Resources:
Bridget's Six-Figure Stock Portfolio

Thanks for listening to our final episode in season 4! If you want bonus episodes while we're off until January, you can join our Patreon! Until then, follow us on Instagram @mixedupmoney, @bridgiecasey and @moneyfeelspodcast, and we’ll see you next time!

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 381803912 series 3407674
Content provided by Bridget Casey and Alyssa Davies, Bridget Casey, and Alyssa Davies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bridget Casey and Alyssa Davies, Bridget Casey, and Alyssa Davies 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.

When it comes to investing, being in the market is key. But once you're in, how do you decide who gets to manage your money? Are roboadvisors enough? Let's discuss this and more in this week's episode of Money Feels!
We're your hosts, Alyssa and Bridget. Welcome to the podcast, where we talk through our money trauma and create a better understanding of building a healthy relationship with finance.

In today's episode, we discuss the following:

  • Why you need to invest
  • The cost between self-directed vs having someone else invest for you
  • Stock market crashes and recoveries
  • Bonds vs equities
  • The reality of the roboadvisor portfolio
  • Personalization of investing
  • Risk tolerance and understanding why risk is relevant to age
  • The benefits of self-directed investing

Resources:
Bridget's Six-Figure Stock Portfolio

Thanks for listening to our final episode in season 4! If you want bonus episodes while we're off until January, you can join our Patreon! Until then, follow us on Instagram @mixedupmoney, @bridgiecasey and @moneyfeelspodcast, and we’ll see you next time!

  continue reading

60 episodes

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