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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