Retirement and Investment Literacy

Elliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial Wellness

In this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process.
 
Stay tuned for more from this dynamic duo.
 
Next Up: Savings and Investing
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening, Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China.  These are all areas of interest to grow your resources as the bull market continues. 
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account.  Many platforms are paying 4-5% on cash.  
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening,
Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.
 

IRA's for beginners

This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts.  This is an episode designed for beginners and a refresher for you more experienced investors.  If you have any questions, please reach out to us.  Thanks for listening.  
TouchstoneFinancialEducation.com
Elliott

How to Choose The Right Investments For You

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

How to choose the right investment for you.

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

Investing for Beginners

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.

How to Get Started Investing

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.

When to Sell a MF, ETF, or Stock

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.

2024 Retirement Contribution Limits, Markets in the New Year, and Bitcoin ETFs

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.