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Money Tree Investing

MTI035: Q&A Listener Questions What to Do With Lump Sums

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 1 May 2015

⏱️ 45 minutes

🧾️ Download transcript

Summary

Today is our inaugural questions and answers episode.  We take three questions from readers and answer them in great detail. The questions were: 1. How would you go about investing a large windfall of money such as a million dollars,

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The post MTI035: Q&A Listener Questions What to Do With Lump Sums appeared first on Money Tree Investing Podcast.

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.6

Stock market, wealth, personal finance, value stocks, invest in your life. Thanks for tuning in to the Money Tree podcast, Your Source for Investing and Money Matters.

0:28.0

I'm your host, Andrea Trevillian from Take a Smartstep.com.

0:31.5

Today, we're actually going to do something a little bit different, and we're going to answer some questions from our listeners.

0:38.3

So with me today is our usual lineup.

0:41.2

We've got Miranda Marquit from Planting Money Seeds, Joe Salsihii from Stacking Benjamin,

0:47.4

and Andrew Sather from E-investing for Beginners.

0:50.9

How are we all doing?

0:52.6

Woo-hoo!

0:53.9

Let's answer some listener questions

0:56.1

yeah that's how people make some money let's go

0:58.1

let's start right in

1:00.6

our first question comes from

1:03.0

Edison he says

1:05.9

hi I have a question about

1:07.6

investing large amounts

1:09.5

coming from a windfall. Say you receive a large

1:13.5

windfall inheritance such as a million dollars, assuming it is close to 99% of your net worth,

1:20.6

how would you go about investing this into the market, assuming you're a young person with a

1:26.5

regular income? What are the pros and cons of

1:29.2

investing in bulk? And are there ways around mistiming the market? The alternative of having

1:35.3

the bulk of your money unallocated doesn't seem very attractive. So let's dive into

...

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