Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically).

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Planning Points Discussed

Retirement Planning
Capital Appreciation
Purchasing Power
Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Should I Invest All At Once or Periodically?