How Many Investments to Own?

by Quint Tatro | June 9, 2020 | podcasts | 0 comments

On this episode of DIY Money, Daniel explores how you can achieve diversification with as little as one mutual fund thanks to the low-cost target-date index funds being offered by many brokerages today.

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$99.00 – (100 Spots Only)
Live Sessions – June 5th, 12th, 19th, 26th – 9AM – 11AM EST

Week 1 – Budgeting with a purpose – An in-depth review of just why we budget, how to budget and what the purpose of budgeting really is. We’ll look at such things as accruing special expenses, evaluating margin, common pitfalls as well as where this critical step leads

Week 2 – Margin Magic – In week 2 we’ll start discussing the allocation areas for margin including an deep dive into debt reduction and a simple methodology of how to evaluate pros and cons of debt reduction

Week 3 – Investing Basics – In week 3 we’ll introduce investing through various accounts such as 401k, Roth 401k, IRA, Roth IRA, SEP, Simple IRA and traditional taxable investing accounts. We’ll discuss the ‘dos’ and ‘donts’ of investing and bring investors through the myriad of investment options

Week 4 – Wealth Development – In week 4 we’ll bring all facets of DIY Money together to discuss the steps towards wealth development & wealth creation. We’ll discuss alternative investment options such as Real Estate and a further look at taxable investment accounts. We’ll review taxes, insurance as well as what to consider when you’re developing an estate plan.

FAQ

Q – What if I can’t make a live session?

A- All sessions will be recorded with an archive made available for participants

Q – Will there be a Q&A?

A- Each session will leave adequate time for a live Q&A

Q – What if I missed the window and all seats are taken?

A- Stay tuned, we’ll look to hold more of these at a future time.