

Suze School: The Benefits of Value Cost Averaging
Feb 9, 2025
Discover the intriguing world of investment strategies! Learn the ins and outs of Value Cost Averaging and how it stands apart from Dollar Cost Averaging and Lump Sum investing. This approach might just be your ticket to maximizing returns. Enjoy some lighthearted football anecdotes while exploring financial wellness. Plus, get insights on the importance of emergency savings and the benefits of high-interest accounts. Tune in for all the practical advice that could transform your financial future!
AI Snips
Chapters
Transcript
Episode notes
Investing Methods
- Learn the difference between lump-sum investing, dollar-cost averaging, and value-cost averaging.
- Suze Orman explains these methods and their potential benefits.
KT's Stock Story
- Suze Orman recounts KT's experience with a stock that fluctuated, eventually returning to its initial price.
- This illustrates a scenario where lump-sum investing yields no gains after a year.
Value Cost Averaging
- Consider value cost averaging, where you adjust investment amounts based on target portfolio value.
- This strategy involves setting a target value goal and adjusting monthly contributions.