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Replay Episode 40: Lump Sum vs Dollar Coast Averaging Investing Strategies

Season 5 Episode 40 Published 1 week ago
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Replay of Episode 40, which originally aired on March 1, 2023. 

What do you do when you have a sudden windfall of money that you want to invest? This may be if you receive a bonus, a large monetary gift, or an inheritance. You would like to invest into index funds, but what's the best way to do it? Do you invest it all at once, called lump sum investing, or do you spread it out over time, called dollar cost averaging? In this episode, I discuss both investment strategies.

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Dr. Elisa Chiang is  a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching .

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