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Episode 13: Investing Beyond Your 401(k).  Not Just for the Rich!  Part 2
Season 3 · Episode 13

Episode 13: Investing Beyond Your 401(k). Not Just for the Rich! Part 2

P$yFi | Psychological Finance · The Redstone Rocket

September 6, 202435m 30s

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Show Notes

Olivia continues discussion on investing beyond your 401(k), applying FINRA’s four key principles of investing: 1) be informed; 2) be prudent; 3) be diversified; 4) be consistent. Olivia and Matt help you assess whether you’re ready to invest beyond the 401(k) and take a second glance at what nontraditional investments can increase your net worth and overall wellbeing. Guest contributor, Matt Zayd, is an Accredited Financial Counselor® candidate. If you are a Redstone Arsenal military member, retiree, DoD civilian, veteran with base access, or family member, consider setting up a financial appointment with Olivia at 256-876-6299. Reserve and Guard members in the Huntsville, AL commutable area can utilize the Personal Financial Counselor at 571-361-2260.

Referenced Material:

FINRA

FINRA Barred Broker

FINRA Broker Check

FINRA Fund Analyzer

FINRA Smart Investing Courses

Investment Philosophy Quiz