IFB244: How to Deal with a Few Companies Taking a Sizable Portion of Your Portfolio, Plus Index Funds & Trust Funds

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 3 November 2022

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: · What’s a great index fund to start DCA (dollar cost averaging) into? · How to approach the family broker as the manage the trust fund, and how to work with your family on different money issues · How to approach positions in the portfolio that grow beyond your comfort level, and should you learn more about others in your portfolio? · Should I adjust for stock-based compensation in my valuation models? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Little Package of Valuation SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is a Glassbox Media Podcast.
0:08.5	Love this podcast because it crushes your dreams and getting rich quick.
0:11.5	They actually got me into reading stats for anything.
0:14.0	You're tuned in to the Investing for Beginners Podcast.
0:18.0	Led by Andrew Saver and Dave Ahern.
0:21.0	Step by step premium investing guidance for beginners.
0:25.0	Your path to financial freedom starts now.
0:29.0	All right folks, welcome to Investing for Beginners Podcast.
0:34.0	Tonight we have episode 244.
0:36.0	We have four great listener questions we're going to answer tonight.
0:39.0	So I will go ahead and get us started.
0:41.0	So here we go.
0:42.0	Hi guys, Jason here.
0:44.0	Just wanted to thank you for the awesome information you give on the podcast.
0:47.0	Keep it coming.
0:48.0	I'm looking at doing DCA.
0:50.0	For index funds as another investment vehicle for retirement.
0:53.0	I have a current brokerage account for my financial advisor.
0:56.0	But they charge about 30 bucks a trade.
0:58.0	So I was going to open an account with Charles Schwab to avoid fees.
1:01.0	For context, I'm 34 and looking to retire around 6570.
1:05.0	I'm thinking of $40 a month towards a Vanguard S&P ETF fund.
	...

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