Wealth-Building Investment Strategies (w/Justin Smith, CFA,CFP) [Ep.61]
Don’t miss Part 2 of my conversation on personal finance and wealth-building with my financial advisor, Justin Smith, CFA, CFP! In this episode we discuss:
• Emergency Funds - who needs one, what type of expenses to include, how many months of expenses it should cover, and where you should keep the dollars.
• The philosophical approach to investing that Justin recommends to his clients.
• How to approach diversification both within and among asset classes.
• The numerous benefits of having a wider margin between income and expenses.
• How to balance saving and investing with spending and…
The skinny
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