Episode 39: Investing Across Your Lifetime

by Financial Design Studio, Inc. / March 20, 2024

If 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.

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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