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169 - [New Format!] Are Your Investments Too Concentrated?
Sep 14, 2022•27 min
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Episode description
Scott and James discuss if your investments are too concentrated.
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:30 - We're on YouTube HERE!
5:03 - Individual Context
7:32 - Budgeting
13:45 - Importance of Tracking Efficiently
19:32 - Index Fund Advantages
25:11 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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