Retirement and Investment Literacy

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.
 
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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.

Leveraged ETFs and Index Options

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.

More on Tech Stock Analysis and Electric Vehicles

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.

Stocks I’m Watching and the Markets

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.

Mutual Fund and ETF (Exchange Traded Fund) Analysis

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.
 

TFE Consults and Classes

This is a short video to describe the consults and classes we offer at Touchstone Financial Education. If you have any questions, shoot us an email via the website. We will respond within 24 hours.
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Website link: https://www.touchstonefinancialeducation.com

Bottoms Up - How to Pick Stocks

In this episode, we discuss a common sense approach to picking investments. Whether you are a beginner or an experienced investor, this approach will help you narrow your focus when picking appropriate investments.

Investing and Cash Positions - What to do with cash while the market is flat

In today's podcast we discuss how high-yield savings, money markets and CDs are earning such great interest rates.  We also review where to find these accounts and how APY - annual percental yield - works.  
Also, I discuss Nvidia's earnings report which is coming out next week.