Wealth Planning 101 Video Series: Part 1 - Savings and Investing

This informative video series is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future. You’ll discover some of the many areas involved in financial planning and wealth management to help you start your journey toward Net Worthwhile™.
Part 1 focuses on Savings and Investing. We explore some reasons to start saving early and strategies for prioritizing different savings vehicles. We answer questions like:
• What are some common savings mistakes that people often make?
• When should you start saving and investing?
• How do you prioritize different savings goals?
We also delve into the why and how of investments, with some insight into:
• The differences between stocks, ETFs, mutual funds, bonds, and other investment options.
• Ways to determine your risk tolerance and risk capacity.
• Information to help you decide which asset vehicles best meet your needs.