• Investing Basics, Diversification, and DIY Financial Planning

  • Jul 8 2024
  • Length: 19 mins
  • Podcast

Investing Basics, Diversification, and DIY Financial Planning

  • Summary

  • Ready to take control of your financial future but feeling overwhelmed by where to start? Tune into this episode of Money Chic, Financial Education with Shari Rash, where we break down investing basics for beginners in a way that's easy to understand and, more importantly, actionable. From setting clear financial goals like saving for retirement, buying a home, or planning your child's education, to selecting the right investment account, we've got you covered. We'll walk you through different platforms like E-Trade, Fidelity, and Robinhood to help you find the one that suits your style and comfort level. Whether you're investing regularly or sporadically, remember: the most crucial step is to start.

    In the second half of the episode, we dive into different investment options such as stocks, bonds, mutual funds, and ETFs, highlighting the importance of diversification to balance risk and reward. Discover how these instruments can fit into your financial plan and contribute to a stable portfolio. For those DIY investors eager to take the reins, we introduce our Financial Foundations program designed to equip you with the tools and knowledge to manage your investments confidently. Don't miss this chance to learn how to build a robust financial foundation and make your money work for you. Visit greenwaywealthadvisory.com to explore more resources and schedule a consultation to kickstart your journey to financial freedom.

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    Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com

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