Investing 101: How To Start & What To Avoid with Brittney Castro

Coffee with Kim

Jun 14 2022 • 42 mins


Investing is something we *should* be doing…but it’s intimidating. Where do we even start? Bitcoin? Crypto? 401k’s?! Between Roth IRA’s, SEP accounts and employer matching it can get overwhelming pretty quickly! To help us make this topic snack-size I sat down with Brittney Castro for advice on how to start educating yourself on finances. We covered everything from creating a money mindset to the difference between financial coaches versus financial advisors. Join us to learn Brittney’s tools on how we can elevate our financial journey.


Notes:

07:00 How to start educating yourself on finance

10:15 401k's and Roth IRA's

13:20 Hiring a financial coach or advisor

16:18 Software's and programs for managing your money

23:39 Reframing your mindset around money

30:53 Deciphering if stock shares at your job are valuable

36:43 Speed Round

If you loved this episode you should check out “Finding Financial Freedom With Codie Sanchez” https://kimkaupe.com/codie/

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