Podcast HackLife Stages of InvestingBy Fresh Invest, Alex Lieberman
In a Nutshell
On this October 2023 episode of the Fresh Invest podcast, host Alex Lieberman is joined by Kelly Lannan, the Senior Vice President of Emerging Customers at Fidelity Investments, to discuss how your investing style changes through various life stages.
Favorite Quote
The life events that we go through are so intertwined with our money and our finances, and often it is these life events that bring up these discussions.
Kelly Lannan
Introduction
As your life changes, so should your investing style.
There are several life stages of investing, such as your college years, investing with a partner, investing for retirement, and more.
On this episode of the Fresh Invest podcast, host Alex Lieberman and guest Kelly Lannan discuss how to adjust your investing style to fit whatever life stage you're currently in, as well as the best way to plan for future life stages.
Lannan is the Senior Vice President of Emerging Customers at Fidelity Investments.
The Fresh Invest podcast is sponsored by Fidelity Investments and powered by the Morning Brew newsletter, which Lieberman co-founded.
Here are the 3 key insights from this Hack
- 1.It’s never too early to start investing
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- 3.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc volutpat, leo ut.
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