Investments — Long Course
Dec 20, 2023•14 min•Ep. 41
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life.
In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio to strengthen your financial plan. Listen in to hear how you can beef up your investments to optimize your life.
You will want to hear this episode if you areinterested in...- Why you should rebalance regularly [2:32]
- How often you should rebalance [5:46]
- Dividends, income, and capital gains [8:30]
- The type of account determines tax ramifications [10:24]
- Your homework [12:41]
Resources & People Mentioned
- Episode 40 - How Triathlon Fosters Community with Allison Trucillo
- Episode 33 - Investment Strategy – Olympic Level
- Episode 31 - Income Tax Planning – Olympic Level
Connect With Justin Waller
- https://WallerFC.com
- Waller Financial Coaching on Facebook
- Justin on Instagram
- Justin on LinkedIn
Subscribe to MONEY MILE
Audio Production and Show Notes by - PODCAST FAST TRACK
For the best experience, listen in Metacast app for iOS or Android