Erica is presently a psychology graduate student who is eager to learn how to self-manage her finances, but has been hesitant in the past due to a negative experience with cryptocurrency. Dr. Brie speaks with Erica to discuss where these emotions around money may be coming from through an astrological lens and offers real-world educational tips on actions Erica can take to strengthen her personal finances.
This episode mentions visuals used in the conversation, which are linked here for you to also review [note: none of these are affiliate links]:
1) Capitalize helps you move your old 401(k)s to an IRA account with top providers at no cost to you: https://www.hicapitalize.com/
2) Use your preferred online brokerage or search engine to look up any index fund or exchange-traded fund (ETF) (e.g., VU, VOO, etc.) to review its minimum purchase price, expense ratio, etc. – remember to keep the expense ratio as low as possible (e.g., 0.03%) when you’re choosing which ETFs you want to invest in!
3) U.S. Securities & Exchange Commission ‘Compound Interest Calculator’ to help you create a “retirement number”: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
Note: Although names of specific companies were mentioned in this episode as examples based on personal experience(s), these are not official endorsements of the companies and no affiliation exists between them and Forecasting For Success.
Need help on where to start with your own money? Take my FREE financial archetype quiz! https://www.forecastingforsuccess.com/quiz
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Transcripts, show notes, and more can be found at: https://www.forecastingforsuccess.com/podcast-show-notes/31-erica-investing-101

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