AAR05 - What Kind of Investing is Right for You?

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 8 July 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, host Evan Raidt and guest Dave Ahern explore various investment strategies and accounts to help individuals select the best options suited to their financial goals and risk tolerance. They discuss suitable investment options for beginners, the importance of ETFs, the benefits of a high-yield savings account, the role of individual stocks, real estate, crypto, and bonds, and the advantages of different types of accounts like 401ks, Roth IRAs, HSAs, and custodial accounts. Emphasizing tax advantages, liquidity, and aligning investments with personal goals, this episode aims to make investing accessible and understandable for everyone. 00:00 Introduction and Welcome 00:29 Is Investing Right for Everyone? 01:34 Types of Investments 03:04 Choosing the Right Investment for You 06:55 Tax-Advantaged Accounts 19:22 Investment Strategies and Diversification 38:28 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today. Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ What do Dave and Andrew recommend? Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠⁠fiscal.ai/ifb⁠⁠⁠⁠⁠⁠⁠⁠Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Have questions? Send them to Evan at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Good to see, everyone. Welcome back to at any rate. My name is Evan Ray, and we're here to help you make sustainable financial changes without breaking a sweat with this weekly series as a bit of a reminder
0:21.1	covering personal finance topics with the goal of helping people improve and better their understanding
0:25.8	of their finances with as little effort as possible and today please give a warm welcome to our
0:30.9	resident investing Yoda Dave ahern how you doing Dave I'm doing good thanks Yoda I love Yoda
0:36.8	yeah there you go.
0:38.3	Big shoes to fill or small shoes to fill, whichever way you will.
0:41.3	Yeah, very.
0:42.3	Now, real quick question for you before we dive in today's topic of covering like what kind of
0:46.3	investing is right for you, the listener, or any given individual out there?
0:50.3	Are you the kind of person that believes that there's a right kind of investing of some kind for
0:56.2	everyone out there or are you of the point of view that investing is for some people but then there
1:00.6	are some people out there whether because of their age or you know risk averse whatever it might
1:04.7	be that any kind of investing or growing their wealth outside their income just isn't right for
1:09.1	them how do you feel about that?
1:16.0	I feel unequivocally, yes, that investing, some kind of investing, any kind of investing is for everyone.
1:17.6	There is a size that fits every type of person, every kind of style of investing.
1:22.9	There is something out there for everyone, and they should be doing it.
1:26.4	Yeah, I 100% agree with that. I believe there's something out there for everyone and they should be doing it. Yeah, I 100% agree with that.
1:28.3	I believe there's something out there for anybody of any age, of any level of risk,
1:33.3	of any desire to return on their investment, whatever it might be.
1:36.3	There's always going to be something out there that's 100% right for you.
1:39.3	So we can not possibly cover all of the investment options out there.
	...

Transcript will be available on the free plan in 3 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andrew Sather & Glassbox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Sather & Glassbox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.