MTI123: Money Moves for the New Year with Maria Bruno from Vanguard

Money Tree Investing

Money Tree Investing Podcast

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

4.6 • 658 Ratings

🗓️ 27 January 2017

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we be investing? What about re-balancing? While every person’s finances are different, there are logical

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	And welcome to this week's episode of the Money Tree Investing Podcast.
0:14.0	It's a new year.
0:15.0	And so now it means it's time for you to spruce up your finances and get ready for what's coming.
0:21.4	We have Maria Bruno.
0:23.4	She is from Vanguard.
0:25.0	And she is going to talk to us about some of the things you can do to get ready for 2017 and beyond.
0:32.3	So welcome to the show.
0:34.0	Thanks, Brenda.
0:34.7	Thanks for having me.
0:35.7	Yeah.
0:36.0	So let's just get right into it. What are some of the
0:38.4	most important things that you need to do with your finances as you get ready for 2017 or any
0:44.5	new year, for that matter? There's a lot of opportunity. You know, when we're thinking about the
0:48.2	new year, we're thinking about new goals and resolutions and things like that. It's particularly
0:53.4	good because you can then reflect
0:54.6	on the prior year and see what's changed. So it's a really good time to do that. The caution
1:00.5	that I would give is not to try and take on too much at any one given point in time. And that's
1:06.1	probably what, you know, we could make that argument for anything in life. But when you think
1:09.7	about the finances first would be really to stop and think about your investing goals,
1:15.6	whether it's saving for retirement or maybe it's a home purchase.
	...

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