Ladies Talk Investing - Happy Hour 4
It is the last Friday of the month, which means Happy Hour on my podcast! I am excited about this month's topic because while it's not as raunchy as last month, it's equally as entertaining. As a financial advisor, I find that many women are uncomfortable with investing for various reasons, so I wanted to discuss the subject with my happy hour ladies. We all have different backgrounds and approaches to investing, so I think it's a great conversation to hear.
What We Are Drinking
2015-04-23 12.50.44
2015-04-16 17.50.47
frugalwoods seltzer
2015-04-16 19.44.53
Melanie of Dear Debt – Water – She had no alcohol and declared she was too cheap to buy more.
Tonya of Budget and the Beach – Trackers Crossing Shiraz
Mrs. Frugalwoods of Frugalwoods.com – Homemade Seltzer (link to Frugalwoods post on the seltzer)
Shannon – Deep Eddy’s Sweet Tea Vodka and Lemonade
Podcast Notes
Shannon explains why she thinks investing isn’t as important as some people think it should be
Melanie describes her investing background and her priorities for building her wealth
Tonya shares how she ended up with a financial advisor and her experience of having one
Shannon explains her view of advisor neglect versus advisor abuse
Mrs. Frugalwoods shares her perspective on how she and her hubby invest their money
Shannon shares her thoughts on where people should open their investment accounts
Mrs. Frugalwoods shares their “boring” approach to investing
Shannon explains how people should be invested and why there were so many issues in 2008/2009
Mrs. Frugalwoods shares what she was more concerned over than the 2009 market crash
The group talks about a “set it and forget it” investment approach
Tonya shares why she is jealous/frustrated with other people’s investment updates
Shannon shares what she is doing with her investments and why
Mrs. Frugalwoods shares why she and Mr. Frugalwoods don’t plan to work, save and invest like they are currently doing now