Stock Bond Mix and Optimizing Portfolio Mix

Exploring whether the traditional stock bond mix should be followed by older investors, considering individual circumstances and the importance of portfolio rebalancing.

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Kyle Grieve chats with Nicole Lapin about Nicole’s background in finance and how she got to where she is today on her own, why finances seem daunting to some people and what we can do about it, the simple things you need to know to start investing today, the reason starting now is so important, how AI is helping to improve investing for everybody, and much, much more!

Nicole Lapin is the author of 5 books on personal finance and the founder of the Money News Network. She hosts The Money Rehab With Nicole Lapin daily podcast. Nicole was an anchor for CNN and CNBC. Now she spends most of her time helping educate people to improve their financial situations.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

03:43 - Why financial jargon keeps us in the dark on our finances.

03:47 - Why discussing finances are so taboo.

05:17 - The positive and negative effects of compound interest.

07:08 - What you need to know to get started in investing.

09:18 - A very simple index fund strategy.

17:20 - The importance of time in compounding.

27:29 - The use of AI in helping with personal finances.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Buy Nicole Lapin’s latest book: Miss Independent.
Check out Nicole’s other books here.
Check out Nicole’s AI service to help make you a better investor: Magnifi.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
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Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

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Connect with Kyle: Twitter | Website

Connect with Nicole: Twitter | Website | Podcast

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