Investment Foundations: A Beginner’s Guide To Building Wealth Marco Lima, CFP®

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The Everyday AI podcast is a daily livestream, podcast and free newsletter where we help everyday people grow their careers with AI. The Everyday AI podcast is hosted by Jordan Wilson, a former journalist who's now the owner of a boutique digital strategy company with 20 years of martech experience. Our main focus is to help you keep up with AI trends to make your job easier. Get your work done faster. Increase your output. - Sign up for our free Prime Prompt Polish ChatGPT course: https://podPPP.com - Make sure to sign up for our daily newsletter at: https://youreverydayai.com - Email us: info@youreverydayai.com - Connect with Jordan on LinkedIn: https://www.linkedin.com/in/jordanwilson04/ In the Everyday AI podcast, we'll cover all things artificial intelligence, machine learning, and practical tips on how to use both in your daily life. We'll include a touch on a variety of topics, software and applications. We may be covering the latest AI news from Microsoft, Google, Facebook, Adobe and social channels like Snapchat, Tiktok, and Instagram. Or, we may be diving into software like ChatGPT, Midjourney, Bard, or Runway ML.

Marco Lima, CFP® - WealthBuilder Learning »
Investment Foundations: A Beginner’s Guide to Building Wealth

about a year ago 5:12

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Content provided by Marco Lima, CFP® and Marco Lima. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marco Lima, CFP® and Marco Lima or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Keywords:

Investment, wealth building, financial freedom, asset classes, investment goals, emergency fund, financial advisor

Summary:

In this episode of Wealth Builder Learning, Marco Lima discusses the foundational principles of investing, emphasizing the importance of starting early and understanding different asset classes. He outlines the significance of setting clear investment goals and provides actionable steps for beginners to start their investment journey, including building an emergency fund and maintaining consistency in contributions.

Takeaways

Saving alone rarely builds long-term wealth.
Investing helps you build wealth over time through compounding.
The earlier you start investing, the better.
Stocks offer higher returns but come with higher risk.
Bonds are less risky but offer lower returns.
Mutual funds allow for diversification without picking individual investments.
Setting clear investment goals is crucial for strategy.
Build an emergency fund before you start investing.
Open an investment account to begin your journey.
Consistency in contributions is key to successful investing.

Sound Bites

"Consistency beats timing."

Chapters

00:00 Introduction to Investment Foundations 00:29 The Importance of Investing 01:28 Understanding Asset Classes 02:24 Setting Investment Goals and Getting Started

4 episodes

#Trading #Business #Marco Lima CFP® #Marco Lima

Investment Foundations: A Beginner’s Guide to Building Wealth

Marco Lima, CFP® - WealthBuilder Learning

published about a year ago

MP3•Episode home

Keywords:

Investment, wealth building, financial freedom, asset classes, investment goals, emergency fund, financial advisor

Summary:

Takeaways

Saving alone rarely builds long-term wealth.
Investing helps you build wealth over time through compounding.
The earlier you start investing, the better.
Stocks offer higher returns but come with higher risk.
Bonds are less risky but offer lower returns.
Mutual funds allow for diversification without picking individual investments.
Setting clear investment goals is crucial for strategy.
Build an emergency fund before you start investing.
Open an investment account to begin your journey.
Consistency in contributions is key to successful investing.

Sound Bites

"Consistency beats timing."

Chapters

00:00 Introduction to Investment Foundations 00:29 The Importance of Investing 01:28 Understanding Asset Classes 02:24 Setting Investment Goals and Getting Started

4 episodes

#Trading #Business #Marco Lima CFP® #Marco Lima

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1
Investment Foundations: A Beginner’s Guide to Building Wealth 5:12

13 weeks ago5:12

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5:12

Keywords: Investment, wealth building, financial freedom, asset classes, investment goals, emergency fund, financial advisor Summary: In this episode of Wealth Builder Learning, Marco Lima discusses the foundational principles of investing, emphasizing the importance of starting early and understanding different asset classes. He outlines the significance of setting clear investment goals and provides actionable steps for beginners to start their investment journey, including building an emergency fund and maintaining consistency in contributions. Takeaways Saving alone rarely builds long-term wealth. Investing helps you build wealth over time through compounding. The earlier you start investing, the better. Stocks offer higher returns but come with higher risk. Bonds are less risky but offer lower returns. Mutual funds allow for diversification without picking individual investments. Setting clear investment goals is crucial for strategy. Build an emergency fund before you start investing. Open an investment account to begin your journey. Consistency in contributions is key to successful investing. Sound Bites "Consistency beats timing." Chapters 00:00 Introduction to Investment Foundations 00:29 The Importance of Investing 01:28 Understanding Asset Classes 02:24 Setting Investment Goals and Getting Started…

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Marco Lima, CFP® April 10, 2025 - Market Commentary 5:34

13 weeks ago5:34

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In this conversation, Marco Lima, CFP®, discusses the current state of the financial markets, emphasizing the importance of balancing offense and defense in investment strategies. He highlights the significance of diversification, the role of bonds and gold, and how market downturns can present unique opportunities for investors. Lima stresses that a well-structured portfolio is essential for achieving long-term financial goals, especially during periods of uncertainty. Takeaways Stock market uncertainty and unexpected life events are inevitable. Periods of market uncertainty may represent times when asset prices are most attractive. Diversification reduces risk and allows for better planning toward financial goals. Market downturns often occur when valuations are the most attractive. Bonds can help balance portfolios and offset declines in other asset classes. Gold serves as a store of value in times of uncertainty but can also retreat in value. Investors should not focus on a single asset class but view their portfolio holistically. The greatest market opportunities often emerge when investors are the most worried. Maintaining a long time horizon is crucial for long-term investing success. A balanced portfolio is the best way to achieve financial goals. Sound Bites "Bonds zig when stocks zag." Chapters 00:00 Navigating Market Uncertainty 02:49 The Importance of Diversification 05:12 Market Opportunities Amid Fear…