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646 how to create an investing strategy

646 how to create an investing strategy

Fromthis is money


646 how to create an investing strategy

Fromthis is money

ratings:
Length:
75 minutes
Released:
Nov 13, 2023
Format:
Podcast episode

Description

In today's episode Glen and John chat about the 7 steps to building an investing strategy that's right for you. They touch on:?? your "why" and your goals?? your financial foundations?? your investment timeline? selecting the right structure and investment type?? and reviewing your strategy every 6-12 monthsMentioned in the episode: 631b investing for kids (the 6 ways) part 1631c investing for kids (the FAQs) part 2Pre-order Sort Your Property Out & Build Your Future here! Get your tickets to our exclusive Welcome to Summer party here Check out our upcoming digital workshops hereThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
Released:
Nov 13, 2023
Format:
Podcast episode

Titles in the series (100)

Join Glen James as he helps you sort your money out & get invested.money, property, careers, life & everything in between.my millennial money is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.