Hello and welcome to Part 2 of our double episode on planning for retirement from the this dude thinks podcast. My name is Patrick and with me as always is Steve and we're just a couple of dudes talking about dude things from a dude perspective, dude.
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Today we’re talking about personal investing, and, we’re going it up into two parts. With part one being focused on how to manage your personal 401(k) and part 2 being focused on building a single stock portfolio. We’ll get to what that means in a minute, but, because we are talking about financial decisions, we must, despite every fiber of our dudeness being opposed to such things, state the following disclaimer.
Disclaimer: “The views and opinions expressed on this podcast and the information contained in the show notes is not intended to be a source of advice or recommendations with respect to the material presented or the companies, mutual funds, or prospective investments being discussed, and the information and/or documents provided do not constitute investment advice. In addition, this show received no compensation or other consideration from any of the companies mentioned."
We’ll wrap up types of investments and walk through how to manage an allocation across both a tax advantaged plan account (like a Roth, Individual or Company sponsored (401(k)) Retirement account).
This one you will want to watch.
Link to spreadsheet used for this example. Please download and update: Investment tracker template.xlsx
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