Money Talks: Financial Goals
Sep 10, 2019•49 min
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Episode description
Our hosts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. https://www.newper.com/
FINRA: the Financial Industry Regulatory Authority suggests how to approach setting your goals. https://www.finra.org/investors/personal-finance/set-your-financial-goals
College Savings Calculator: https://tools.finra.org/college_savings/
Retirement Calculator: https://tools.finra.org/retirement_calculator/
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