In this episode, we’re talking about the biggest financial mistakes people make in their 20’s and 30’s, how to AVOID those mistakes, when and how to get started with investing, and how you can improve your financial literacy!


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Today’s Guest

Tara Falcone, CFA, CFP

Tara grew up in a blue collar family, and had to learn how to manage money wisely while in school. She received a full ride scholarship to Yale University, and originally planned on applying to medical school. But after a turn of events, she ended up working at an investment firm…with zero experience in the financial industry! Fast forward to today, she is now a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and founded ReisUP to help other young adults take control of their personal finances. Through her free online resources, courses, and masterclass, Tara helps millennials better understand money management and investing and improve their financial literacy.

WEBSITE: reisupllc.com
INSTAGRAM: @reisupllc
YOUTUBE: Reis UP

You’ll Learn

  • What are the biggest financial mistakes people make in their 20s and 30s?
  • How to successfully save money and build wealth
  • Tips for avoiding spontaneous spending
  • Best way to pay off student loans and other large debts
  • What to do before you start investing

    • Understanding how the market is laid out and what types of things you can invest in

    • The difference between the 4 different asset classes – cash, alternatives, stock, bonds

  • How much money do you need to start investing?
  • At what age should you begin contributing to a retirement fund?
  • Criteria for choosing investment funds
  • Useful mobile apps that help determine your investment portfolio allocation and diversify that for you – Acorns (rounds up your card charges, puts extra change into mix of index funds), Stash (start investing with as little as $5) 

Resources

    

 

 

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