Unlocking Investment Wisdom: Answering Your Listener Questions
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 19 April 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance. Follow these tips for savvy investing and financial advice!
Diversify investments across various assets for stability
Learn from emotional investment mistakes to avoid chasing returns
Utilize employer retirement plans for long-term growth
Regularly review and adjust portfolios to align with goals
Make informed decisions regarding student loan debt and education expenses
Prioritize diversification and informed choices in financial planning
How to access your risk tolerance
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Douglas Heagren | Pro College Planners
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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 | Hello, the Smart Money Tree podcast listeners. |
| 0:13.0 | Welcome to this week's show. |
| 0:14.0 | My name is Kirk Chisholm and I'll be your host. |
| 0:16.0 | And today we have an episode that we don't do enough and we should, but we're doing a listener questions |
| 0:21.8 | episode. We get tons of questions on this show and thank you for sending them in. We love |
| 0:26.8 | your questions. We don't always answer them, but we try to answer the ones we think are pertinent |
| 0:30.4 | and ones we think that everybody can benefit from. So don't be afraid to send you your questions. |
| 0:35.1 | We love them. Also, we love us or hate us. |
| 0:38.3 | Send it in. We always enjoy hearing it because we try to make this show better for all of you. |
| 0:42.7 | And the only way we get better is by getting feedback. So thank you again and please send that in. |
| 0:48.0 | So today we have our panel of Doug Hagerin. Hey, Doug. |
| 0:51.2 | How you doing, Kirk? Good to see you. Long time to speak. And hey, |
| 0:58.5 | do we do love feedback? Negative feedback means you're listening. So any feedback, you know, |
| 1:02.7 | and usually I know that might be directed negatively at me, Kirk, but thanks for having me anyway. |
| 1:11.9 | That's okay. I try to hide Doug's negative feedback from him. So my fragile ego can't handle it. And also we have our very own Barb Freeberg. |
| 1:12.3 | Hey, Barb. |
| 1:13.5 | Hi, guys. |
| 1:14.6 | Happy to be here. |
| 1:16.0 | Let's get going. |
| 1:17.2 | All right. |
... |
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