“Once you buy, you’ve gotta be ready for the ups and downs, and set your expectations.” - Betty Wang, CFP® of BW Financial Planning
In episode 7, we're talking about how to get your money invested. In our previous episodes we broke down the different types of investments and how they’re different… But now, how do you turn your money into an investment?
Betty Wang, CFP® from BW Financial Planning, and Kyle discuss how to get your money invested in 3 easy steps. First you have to decide if you’re going to do-it-yourself, go with a robo advisor, or hire a financial advisor. We discuss things to consider when weighing those options.
Per the usual, they kick it off with some fluff about Star Wars, Kyle’s clogs, and classic 80s tv shows. You’re going to love Betty’s walk up song… and you probably won’t know Kyle’s.
Tune in!
"You have to ask yourself, what are you comfortable with (when it comes to investing)?" Kyle Hill, CFP®
Skip the Fluff go to: 35:08
Resources:
The Megyn Kelly Show,
Karl’s Room (Febreze),
Nose Blind (Febreze),
The Wonder Years,
The Facts of Life,
The A-Team,
227,
All in the Family,
Dodge & Cox,
Nelly bio,
Ludacris bio,
Robo Advisors,
Online Brokers,
Risk Tolerance vs. Risk Capacity,
Fred Savage (Kevin Arnold from The Wonder Years),
Josh Saviano (Paul Pfeiffer from The Wonder Years),
Ellevest,
But Not Yet (Gladiator),
Marcus by Goldman Sachs,
T-Mobile Center new signage goes up,
DODGX (Dodge & Cox Stock Fund),
Betty’s Walk-up Song: Nelly - Batter Up or Ludacris - I’m on Fire
Kyle’s Walk-up Song: Airwolf Theme Song
Personal Finance from the Hill-Top podcast Episode #5 with Rockie Zeigler III, CFP®,
Personal Finance from the Hill-Top podcast Episode #6 with David Tuzzolino, CFA, CFP®
Betty Wang, CFP® - BW Financial Planning
Website,
Blog,
LinkedIn,
Facebook,
XY Planning Network (XYPN),
NAPFA,
FEE-ONLY Network,
CFP Board
Kyle Hill, CFP® - Hill-Top Financial Planning, LLC
Website,
LinkedIn,
XY Planning Network (XYPN),
NAPFA,
FEE-ONLY Network,
CFP Board
*This podcast uses sounds from freesound: Dry Transition by Electroviolence , Metal Door Slam Shut by ecfike, and Scream by ngrib
