You earn money. But how can you build wealth? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Financial Consultant Dani Braun, talk through ways to create your own financial blueprint. From defining your goals and establishing emergency savings to building a portfolio and leveraging tax-smart investing strategies, see how you can draft a solid plan. Watch now.
00:00 Welcome to Money Unscripted
00:48 Building wealth: An introduction
05:59 Big picture: How can I lay a strong financial foundation?
07:57 How much should I save for emergencies?
08:28 How do I build up my retirement savings?
09:35 How can I level up my investing?
12:10 How much money do I need to start investing?
12:54 How often do I need to check in on my financial plan?
13:31 Building wealth: Key takeaways
Questions? Drop them below 👇 and we’ll reply right in the comments.
4 keys to an effective, dynamic savings strategy
https://www.fidelity.com/learning-center/wealth-management-insights/four-keys-dynamic-spending-strategy
5 small steps that can make a big impact
https://www.fidelity.com/learning-center/personal-finance/money-management
New episodes drop bi-weekly on Tuesdays.
Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].
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