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Simplify and Enjoy


Aug 19, 2019

With so many different options for investing – 401(k)s, IRAs, taxable accounts, you might be wondering where should we put our money? 

Today we’re looking at how you can invest for you and your goals!

Where Should We Invest?

How

You talk to most families about investing, whether it’s for retirement or another goal and you get this sense of overwhelm. 

Part of it is due to having so many thing you’re working on. 

Taking care of the kids. 

Saving for emergencies. 

Dealing with work. 

Paying off debts. 

It keeps you busy for sure, but because you’re doing a little here and there, many times, you’re spreading yourself and money thin. 

And you’re not making the progress you want to make. 

We had a bit of this when we were first got married and were figuring out what our priorities. 

It took a bit of time to really nail those down, but once we did it made things so much easier because we could then work on things one by one. 

It was less stress and we were actually making progress. 

So today I thought we could do with investing – break it down so you can see what options are available to you, like 401(k), Thrift Savings Plan, or IRA and then see how they fit in with whatever season of life you’re in. 

Drew Snider is here to help out. He’s the director in Financial Planning at Coastal Wealth Management. He’s also a husband and father so he gets it. 

In this episode we get into:

  • Conversations to have at certain milestones about finances
  • Major investment accounts you need to know about and how they work
  • How to align your money including investments with your priorities

Let’s get started!

Handy Resources to Start Investing and More

Here are some handy resources for your home renovation projects!

Thank You to Our Sponsor Coastal!

Support for this podcast comes from Coastal Credit Union!

If you live in the Triangle area of North Carolina and you’d like someone to work with you on your goals, you really want to check out Coastal’s Wealth Management team.

They’d love to help you start investing for retirement and more!

Support the Podcast!

Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.

  • Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
  • Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
  • Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together!

Music Credit

Like the music in this episode? Music is by Lee Rosevere and Music for Makers.