How to Invest in Stocks and Bonds to Beat Your Goals

How to Invest in Stocks and Bonds to Beat Your Goals https://youtu.be/YavR3iQjxWs Get the FREE Checklist to all three videos in the How to Invest in Stocks series and follow along. 📈 https://ift.tt/2DDLc7A This could be one of the most important videos on how to invest in stocks that you ever watch. That’s because instead of spending a lot of time looking at the stock market or individual stocks to buy, I’ll show you how to match your stock portfolio with your goals to get a higher return and less risk. It’s part of our three-video series on how to start investing. In this video, I’ll start by showing you how to invest according to your financial goals. I’ll show you how to find the gaps and risks in your stock portfolio and how to use this information to find the stocks to buy. I’ll then reveal simple rules for how much to invest in stocks, bonds and real estate according to your age. We’ll be using our Let’s Talk Money Portfolio Tracker Spreadsheet through the series. Download this Portfolio Tracker and Investing Spreadsheet! [Community Discount Code] 🤑 https://ift.tt/2IaUgA4 If you haven’t seen the first video in the series, make sure you check that out. In it, I revealed why your financial goals MUST be the first step to your financial plan and how to make them real so they motivate you to keep investing. https://youtu.be/WT_cMbWmO14 In this video, I’ll take those financial goals and show you a real-life example of matching a retirement portfolio with the stocks to buy. We’ll use the portfolio tracker spreadsheet to look at a client’s portfolio and see how much they have in stocks, bonds and real estate. We’ll look at the hidden danger in the portfolio from having too much invested in a single stock and a sector of the economy. Then I’ll show how I would adjust the portfolio for less risk and to meet those financial goals. Investing across different assets like stocks, bonds and real estate is critical to getting high returns but without the roller-coaster of stocks. Just as important though is investing across different stock sectors, but you have to know how to do it right. 1:04 How to Invest according to your Personal Finance Goals 2:30 How to Find the Gaps and Risks in Your Stock Portfolio 5:59 How to Find the Stocks and Assets to Buy 7:26 How Much Should You Invest in Stocks, Bonds and Real Estate by Age Join the conversation in our private Facebook Group! https://ift.tt/2SL3NCQ Join the Let's Talk Money community on Instagram! https://ift.tt/336QCQl My Investing Recommendations 📈 📊 Check out the stock simulator and Get 2 FREE shares of stock worth up to $1000 each when you open a Webull investing account with a $100 deposit! 🤑 https://ift.tt/2M1qRd4 Free Webinar – Discover how to create a personal investing plan and beat your goals in less than an hour! I’m revealing the Goals-Based Investing Strategy I developed working private wealth management in this free webinar. Reserve your spot now! https://ift.tt/2TbmwcK SUBSCRIBE to create the financial future you deserve with videos on beating debt, making more money and making your money work for you. https://ift.tt/2zsdiOe Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps. #investing #personalfinance #retirementplanning Let's Talk Money! with Joseph Hogue, CFA