Will AI Take Your Job? + 7 More Money Questions | The Financial Plan Ep. 5
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
Will AI Take Your Job? + 7 More Money Questions | The Financial Plan Ep. 5
-
Narrated by:
-
Written by:
Eight real questions from listeners, answered straight. This week Jorge covers when to invest a lump sum versus dollar-cost averaging, whether a $10,000 certification actually pays off (and why learning AI might matter more), how to have the money conversation with aging parents, the trap of panic-selling, target-date funds, balancing living now with saving for later, and how to handle money when you get married.
In this episode:
• Lump sum vs. dollar-cost averaging
• Roth IRA vs. a bigger down payment
• Talking to your parents about their retirement
• Is that $10K certification worth it?
• What target-date funds are really doing
• Spending now vs. saving in your 20s
• Why panic-selling guarantees your losses• Combining finances after "I do"
Got a question for a future episode? Email Jorge at jorge@vimwealthmanagement.com.
Hosted by Jorge Tijerino, Chief Investment Officer at VIM Wealth Management.
Disclosure: For educational and informational purposes only — not personalized investment advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. VIM Wealth Management is an SEC-registered investment advisor. Consult a qualified professional for your situation.