Retirement Investing #2: How to Invest in Stocks + Pros and Cons
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
2.4 • 606 Ratings
🗓️ 15 September 2020
⏱️ 19 minutes
🧾️ Download transcript
Summary
Today I’m continuing our 4-part series on investing in the stock market by talking about the two most effective ways to invest in stocks.
I’m also sharing the pros and cons of each method so you can decide what’s best for you.
In this episode, you’ll learn three BIG things:
- Why individual stocks have higher expected rates of return than funds
- What hidden costs you need to look out for when investing
- How to decide between individual stocks vs. mutual funds vs. ETFs
If you want to make sure you fully understand the different vehicles you can choose when investing in the stock market for retirement, you’ll enjoy this episode.
Transcript
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| 0:00.0 | most people don't have the time or expertise to research and manage 50 or more stocks, |
| 0:06.2 | individual stock pickers usually end up with really poor diversification and really highly |
| 0:11.3 | concentrated portfolios. |
| 0:15.5 | Welcome to the Stay Wealthy podcast. I'm your host Taylor Schulte. |
| 0:18.5 | And today is part two of our four-part series on |
| 0:21.7 | investing in the stock market. Not the bond market, not the real estate market, but the stock |
| 0:27.1 | market, just plain vanilla stocks. And I'm interested in this deep dive into stocks because the |
| 0:33.4 | U.S. stock market has been screaming upwards for over 11 years now, and it's without a doubt |
| 0:39.1 | causing a lot of questions and challenges for those that are investing for retirement. |
| 0:44.8 | Things like, will U.S. stocks keep going up? What kind of stocks should you be investing in? |
| 0:50.0 | How do you build the right portfolio? And most importantly, how do you avoid making mistakes that might jeopardize your retirement plan? |
| 0:57.5 | I'll be diving into all those questions and more. |
| 0:59.9 | And I look forward to hearing from you about what questions you have about investing in the stock market. |
| 1:05.7 | For all the links and resources mentioned today, head over to you staywealthy.com forward slash 82. |
| 1:16.2 | Okay, to kick off part two of our series on investing in the stock market, I want to talk |
| 1:20.8 | about the two primary ways that you can invest in stocks. And I know this sounds really simple |
| 1:25.8 | and basic, but I promise I've got some really |
| 1:27.8 | fun stuff to share with you today that will not only teach you something new and enlightening, |
| 1:33.0 | but will also set the stage for the final two episodes of this series. So the first way that |
| 1:39.6 | you can go about investing in stocks is by buying individual stocks. So, for example, Apple, Amazon, Tesla, |
| 1:47.1 | Microsoft, these are individual stocks that you can go out and purchase individually and own them |
| 1:52.4 | in your investment and retirement accounts. The second way you can invest in the stock market is by |
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