Last week we had a therapy session for Jeff in our episode, "I don't know how to invest anymore." Jeff says thanks for helping him work through his struggles. The obvious follow-up? An episode about stocks! In this "back to basics" conversation, Jason and Jeff talked about what has changed, why stocks are still very important investments and offered some insights on how to invest in stocks going forward.
In the second part of the show, we answer two questions listeners have sent in recently, about a similar topic: What do you do with found money (or stocks)? Jason and Jeff discuss ways to make the most of a cash inheritance, a stock inheritance, and some ideas for how you can think about making the best decision if this unfortunate opportunity arises in your life.
Financial planning networks mentioned:
https://www.garrettplanningnetwork.com/
https://www.xyplanningnetwork.com/
Companies mentioned: TGT, ABNB, BAM, BRK.A, COST, CRWD, NET, OKTA, PG, UPST, WBA, WMT
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Find the 2023 Smattering Portfolio here:
https://tinyurl.com/Smatterfolio