The Beginner's Guide to Investing | Episode 6 - podcast episode cover

The Beginner's Guide to Investing | Episode 6

Mar 15, 202321 minSeason 1Ep. 6
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Episode description

On this episode of Pocket Change, Brant Tibbs, Leaders Investment Services, LPL, and co-hosts Shea and Mary Helen chat about investment possibilities. Brant shares a basic overview of investment types and gets into the differences between 401K, IRAs, Traditional, and Roth. If you are confused by your options, this is a great episode to learn the basics of investing 101.

 

Key moments:

5:45 – 6:37 (Difference in 401K and IRA)

6:55 – 7:28 (Difference in Traditional IRA vs. Roth)

8:50 – 9:14 (Brant explains what you need to succeed, "drive and direction")

11:22 – 11:56 (We all take a different journey to reach our goals)

 

If you don't know where to start with your investment journey, Leaders Investment Champions are here to guide you. Learn more at https://www.leaderscu.com/investments.

Pocket Change is presented by Leaders Credit Union.  

 

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