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Topics discussed in this episode include student loans, the SAVE program, HSAs as retirement accounts, having a written financial plan, the inability to time the market, and defined benefit plans.
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Quick takeaways
- Having a written financial plan provides clarity and guidance for investment decisions, setting goals and ensuring long-term financial success.
- Automating investments into a diversified portfolio over time, preferably through lump sum investing, maximizes potential returns and minimizes fear of market volatility.
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The Benefits of Having a Financial Plan
Having a written financial plan provides clarity and guidance when making investment decisions. It helps set goals, allocate funds, and ensure long-term financial success. While a perfect plan is not necessary, having a process in place is crucial.
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