Episode 39: Investing Across Your Lifetime
by Financial Design Studio, Inc. / March 20, 2024If you want to grow your wealth, you’ve probably looked into investing. But what does it take to succeed long term at investing across your lifetime? We will explain investing jargon like diversification, asset allocation, and time horizons.
Take a listen right here, or head over to your favorite steaming platform!
Key Moments: Investing Across Your Lifetime
2:56 How do people approach investing?
9:27 Why should people invest?
11:33 What investment options are out there?
16:54 What should you invest in?
21:40 Why do you need to consider time horizons?
23:38 Why FDS invests in stocks, bonds, and cash
27:15 How to invest in stocks
40:28 Final thoughts
Related Links
Read Rob’s article “Does Investment Diversification Matter Anymore?”
Read more about the market in “Understanding Stock Market and Economic Cycles.”
Watch our video “Time Horizons for Your Investing Goals.”
Learn more about our wealth management process or our investment philosophy.
Stay Connected!
If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about money. We’ll see you in the next episode.
Credits for “Investing Across Your Lifetime”
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP®
Guest : Robert Stoll, CFA, CFP®
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Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.