

05. Should I save or invest, and how can I set up financial goals?
May 1, 2023
Natasha Etschmann from Tash Invests and Ana Kresina from Pearler discuss saving vs. investing and setting SMART financial goals. They emphasize the importance of choosing based on short, medium, or long-term goals, building an emergency fund, and the benefits of long-term investing for retirement planning. The conversation also touches on RRSPs, index tracking ETFs, FIRE strategies, and automating savings for financial independence.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Saving vs. Investing and Setting SMART Financial Goals
02:21 • 12min
Understanding Investing and Long-Term Financial Goals
14:05 • 2min
Exploring RRSPs, Index Tracking ETFs, and Long-Term Financial Goals
15:47 • 2min
Building Flexibility and Wealth through Financial Independence
17:32 • 9min
Setting Financial Goals and Automating Savings
26:36 • 4min