Investment 101: Getting Started

01/10/2025 31 min Episodio 31

Listen "Investment 101: Getting Started"

Episode Synopsis

Getting started with investing can feel overwhelming—but it doesn’t have to be. In this episode, we're back with Jackie Rogers, wealth advisor and founder of Elevated Wealth to walk through the first steps of how to begin, from choosing between financial advisors, investing apps, or a do-it yourself approach. We’ll weigh the pros and cons of each option and share tips on how to stay on track with your plan so your investments keep moving you closer to your goals.