• 78. Advisors, Robo-Advisors, & DIYing Your Investments

  • 2024/08/06
  • 再生時間: 45 分
  • ポッドキャスト

78. Advisors, Robo-Advisors, & DIYing Your Investments

  • サマリー

  • Erica and Ben delve into different investment options, from hiring financial advisors and using robo-advisors to managing DIY investments with individual stocks, mutual funds, index funds, bonds, and money market accounts.

    01:01 Discussing Summer Reads

    08:27 Financial Advisors and Fees

    11:17 Exploring Robo-Advisors

    15:12 DIY Investing and 401k Management

    24:54 Understanding Bond Funds

    25:28 Investing in Index Funds

    27:13 Mutual Funds vs. Index Funds

    29:09 Target Date Funds Explained

    31:15 Introduction to Bonds

    32:22 The Bond Market and Risk

    34:46 Junk Bonds and Their Appeal

    38:09 Money Market Accounts and CDs

    41:56 Final Thoughts and Advice

    Resources Referenced:

    The War Below: Lithium, Copper and the Global Battle to Power Our Lives by Ernest Scheyder

    How to Suffer Outside: A Beginner’s Guide to Hiking and Backpacking by Diana Helmuth

    NerWallet’s 12 Best Robo-Advisors: Top Low-Cost & Free Options



    Connect with Erica | LinkedIn | Website | Newsletter


    Connect with Ben |
    LinkedIn

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あらすじ・解説

Erica and Ben delve into different investment options, from hiring financial advisors and using robo-advisors to managing DIY investments with individual stocks, mutual funds, index funds, bonds, and money market accounts.

01:01 Discussing Summer Reads

08:27 Financial Advisors and Fees

11:17 Exploring Robo-Advisors

15:12 DIY Investing and 401k Management

24:54 Understanding Bond Funds

25:28 Investing in Index Funds

27:13 Mutual Funds vs. Index Funds

29:09 Target Date Funds Explained

31:15 Introduction to Bonds

32:22 The Bond Market and Risk

34:46 Junk Bonds and Their Appeal

38:09 Money Market Accounts and CDs

41:56 Final Thoughts and Advice

Resources Referenced:

The War Below: Lithium, Copper and the Global Battle to Power Our Lives by Ernest Scheyder

How to Suffer Outside: A Beginner’s Guide to Hiking and Backpacking by Diana Helmuth

NerWallet’s 12 Best Robo-Advisors: Top Low-Cost & Free Options



Connect with Erica | LinkedIn | Website | Newsletter


Connect with Ben |
LinkedIn

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