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Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-term investor, where do you start? That is the subject...
Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-term investor, where do you start? That is the subject Vince tackles on today’s episode of CFO at Home with Wall Street veteran and founder of Top Dollar, Josh Dudick.
Key Topics
Josh’s journey to Financial Independence (:35)
Josh’s definition of Financial Independence (5:28)
Why Josh believes everyone has the opportunity to grow wealth (8:23)
Thinking like an Investor (10:43)
Trading vs Investing (17:38)
How to Make an Investment Plan Yourself (Step-By-Step) (20:25)
Step #1: Your Net Worth Today
Step #2: Where Are You In Life?
Step #3: Determine Your Money Goals
Step #4: Understand How Your Savings Will Grow
Step #5: Understand Your Taxes
Step #6: Building A Portfolio
Step #6.: Sample Asset Allocations
Step #7: Use Tax-Efficient Accounts Whenever Possible
Step #8: Review Annually and Make Adjustments
Tax Efficiency in investing (31:14)
Investment Risk (32:42)
Ways to connect/follow
Contact the Host - vince@thecfoathome.com
