Retirement and Investment Literacy

This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening, Elliott
No selling. Just education. www.TouchstoneFinancialEducation.com

This episode is designed for people wanting to learn how to choose investments.  Last episode, we focused on how to find the right platform.  Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.  
Thanks for listening,
Elliott

In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Source: https://www.podbean.com/eau/pb-evd43-15a150c
In this episode I discuss how to get started with investing.  We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth).  We also provide a basic overview on how to choose investments.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.

In this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.

Today we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.

In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024.
 
Please check out our website at www.TouchstoneFinancialEducation.com.  Visit our Classes section and sign up for classes in January and February, 2024.

In this Podcast, I review some of the stocks I am watching. I also discuss current market conditions. 
Please check out our website at www.TouchstoneFinancialEducation.com.  Visit our Classes section and sign up for classes in January and February, 2024.

In this Podcast, we discuss how to analyze Mutual Funds and ETFs (Exchange Traded Funds). This analysis can be done through your investment portal, as well as the few examples we provide in the video. We also discuss tax-loss harvesting as we are approaching the end of the year.