She Saves $85,000 Annually. Learn Jamila Souffrant's Secrets -162

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 27 March 2018

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jamila Souffrant from JourneyToLaunch.com explains how she can save $85,000 every year, and how you can save and invest more money too. Plus, Financial Planning Tips for Young Investors and the merits of buying company stock. And interest rates are on the rise - what does that mean for your bond portfolio? Show notes and transcript: http://bit.ly/YMYW-162

Transcript

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0:00.0	My question is more of a strategy question, I guess.
0:02.3	How do I know how much money to move into a rock?
0:06.0	I'd like to get some information, if I can, regarding donor advised funds.
0:10.5	When I wanted to retire and preserve my capital, I wanted to invest in options.
0:17.1	Your money, your wealth, listeners. It's your turn. If you've got a burning money question, call 888-994-6257 for your chance to have Joe and Big Al answer it live during Your Money Your Wealth.
0:28.7	Whether it's about retirement, investing, social security, taxes, or preparing your portfolio for the inevitable market volatility,
0:35.6	there's a pretty good chance these fellas can give you
0:37.7	the insight that will help you make better money moves. That number again is 888-994-6257.
0:44.9	Where was that extra $50,000 or $60,000 going before? And I really honest, we had other
0:50.5	expenses, obviously, but I couldn't tell you exactly where it went, which seems crazy.
0:55.5	But I just think it's just not being intentional.
0:59.0	And it just that switch, just that investing first, making it a priority, really allowed us to get oppressive and start reaching our goals.
1:07.6	That's Jamila Sufrant from Journey to Launch.com.
1:10.9	On today's Your Money, your wealth, she shares her journey to saving and investing $85,000 a year.
1:17.1	I'm going to be taking some notes during this one.
1:19.3	Plus, Big Al's got some financial planning tips for young investors, and the fellas debate
1:23.3	the merits of buying your company's stock, whether or not your title has a C or a P in it.
1:28.4	And interest rates are on the rise, so what does that mean for your bond portfolio?
1:32.0	Let's find out.
1:33.0	Here are the P and the C.
1:34.4	Joe Anderson, CFP, and Big Out Club Pines CPA.
1:37.7	So this week, Joe, we had a couple things happen.
	...

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