Dollars To Dreams Financial Planning Podcast

In This Episode

Simple investing works, but it’s no simple task. Precise and conscientious moves are what get you through the winding waves of the investment world today, and it’s on Tyler Hafford’s agenda to show you the moves on this episode of Dollars to Dreams: Planning with Purpose. Simple moves make up all clever plans, and with intentionality behind each action, you’ll find that navigating the financial landscape gets a lot more simple.

You’ll Learn 

• Savings Rate – Determining the margin of error, the level of flexibility, and the peace-of-mind you can get from an account, your savings rate (as boring as it might appear) is essential to making simple investing simply work.
• Asset Allocation – Investing in the big guns in the S&P 500 is a pretty safe choice, but a concentrated investment is always a bit riskier. With how markets move and how leadership changes, consider examining where you’re really putting your money: more eggs could be in one basket than you anticipate.
• Tax Strategy – Depending on how the assets are held and how they’re withdrawn, two portfolios that are the exact same can end up in wildly different positions. The strategy for managing tax brackets is imperative to a good account.

Produced by Sutherland Weston. Contact us at https://sutherlandweston.com/