#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 16 February 2023
⏱️ 70 minutes
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| 0:00.0 | Let's talk about how to build and manage a portfolio in the sixth and final part of this intro to investing series in the 62nd episode of the retirement planning education podcast. |
| 0:13.0 | Welcome to the retirement planning education podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, |
| 0:22.5 | Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. And now |
| 0:28.1 | here's your host, Andy Panko. All right. Welcome back, everybody. Let's wrap up this intro to investing |
| 0:35.3 | series. This is going to be part six out of six of intro to |
| 0:39.1 | investing. Just to quickly recap, part one was background considerations, which was things like |
| 0:44.0 | talking about risk tolerance, risk capacity, and a discussion of the different account types, |
| 0:48.6 | regular brokerage accounts, IRAs, 401Ks, other types of pre-tax accounts, Roth accounts. |
| 0:55.8 | Part two was all about stocks. |
| 0:56.6 | That was a fun one. |
| 1:00.5 | Part three, all about bonds, even more fun, dare I say. |
| 1:09.6 | Part four was all about mutual funds and exchange trade of funds or ETFs, which are, in effect, packages of a bunch of different stocks, bonds, or other things. |
| 1:14.8 | Last week was part five where I talked about the different options in which you can invest cash as well as a bunch of alternative investments like real estate, commodities, crypto, |
| 1:20.4 | hedge funds, private equity funds. |
| 1:22.1 | And finally, this, the sixth part will be about, it's a capstone. |
| 1:27.3 | It's pulling it all together. It's the how to, |
| 1:29.6 | I don't know exactly what to call it, but how to, how to build structure and manage and monitor |
| 1:34.6 | your portfolio where portfolio pulls it all together. So before I get into it, as always, |
| 1:39.8 | the disclaimer, especially this whole intro to investing series, it's important to keep in mind |
| 1:43.5 | nothing said in any of these podcasts, especially this intro to investing series, is to be |
| 1:48.1 | misconstrued as specific advice, recommendations, guidance, recommendations to buy, not buy, |
| 1:56.3 | sell, not sell, hold, not hold. |
... |
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