Evolving Investment Strategies and Financial Goals

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transitioning to more conservative investments, learning opportunities, and the importance of dividend-paying stocks. They share insights on successful investment principles, the role of pensions, tax loss harvesting, and setting realistic long-term financial goals. They also delve into actionable steps for 2025, emphasizing the balance between growth stocks, dividend yields, and newer strategies like options trading.

01:12 New Year, New Beginnings on Investing Unscripted

02:22 Reflecting on Past Investments and Future Plans

04:47 Tax Loss Harvesting: Strategies and Insights

14:33 Changes in Investment Strategies for 2025

24:55 Adjusting Portfolio Allocation

25:10 Reflecting on Investment Strategies

26:03 Measuring Success in Investing

26:29 Long-Term Financial Goals

27:25 The Role of Individual Stocks

28:23 Balancing Stocks and Bonds

30:27 Evolution of Investment Goals

40:02 Dividend Stocks Strategy

47:24 Learning and Evolving as an Investor

50:25 Final Thoughts and Resolutions

Companies mentioned: NVDA, O

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