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169 - [New Format!] Are Your Investments Too Concentrated?

169 - [New Format!] Are Your Investments Too Concentrated?

Published 3 years, 8 months ago
Description

Scott and James discuss if your investments are too concentrated.

NEW: We're on YouTube here!

Planning Points Discussed

  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

5:03 - Individual Context

7:32 - Budgeting

13:45 - Importance of Tracking Efficiently

19:32 - Index Fund Advantages

25:11 - Aligning Your Financial Goals

LET'S CONNECT!

James

YouTube LinkedIn Website

Scott

Facebook Twitter Website

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