What's The Right Way To Invest 15% Of Your Income?

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  • Опубліковано 7 лют 2025
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КОМЕНТАРІ • 570

  • @sarawilliam696
    @sarawilliam696 Місяць тому +307

    Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE

    • @KaurKhangura
      @KaurKhangura Місяць тому +3

      If you don’t understand the markets, stick to an index like the S&P 500. Dollar cost average and hold long term, or better still consider financial advisory to avoid losses

    • @Justinmeyer1000
      @Justinmeyer1000 Місяць тому +2

      Sometimes I'm surprised most people don't even know they can do that. I've been making at least 200k every year from my investments by working with an FA. When you realise it, it feels like a life hack.

    • @foden700
      @foden700 Місяць тому +2

      Wow, that's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with? in her area and works for Empower Financial

    • @Justinmeyer1000
      @Justinmeyer1000 Місяць тому

      ‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a geniusl Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @foden700
      @foden700 Місяць тому +1

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @MaximilianFischer497
    @MaximilianFischer497 2 місяці тому +447

    The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies

    • @henryallard245
      @henryallard245 2 місяці тому +7

      The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.

    • @Thespring4hub
      @Thespring4hub 2 місяці тому +5

      Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.

    • @EvelynBrooks0
      @EvelynBrooks0 2 місяці тому +4

      I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??

    • @Thespring4hub
      @Thespring4hub 2 місяці тому +3

      ‘Diana Casteel Lynch’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @RowanBryson
      @RowanBryson 2 місяці тому +2

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @Hiker2110
    @Hiker2110 Рік тому +71

    I love this caller. She's committed to the process, thinking long-term, and did her research before calling. It's nice listening to the smart callers instead of people who bought dumb things and want Dave to think they were the exception.

    • @dopeminguez24
      @dopeminguez24 Рік тому +11

      We shouldn’t judge people, the fact the that those people find Dave and follow him is a sign that they are taking accountability for their mistakes. We don’t know what those people went through.

    • @Hiker2110
      @Hiker2110 Рік тому +12

      @@dopeminguez24 you know what, you are right.

  • @barttfisher
    @barttfisher 9 місяців тому +395

    The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in july 2022.

    • @HildaBennet
      @HildaBennet 9 місяців тому

      That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.

    • @udidusumfin6935
      @udidusumfin6935 9 місяців тому +1

      I believe if it's an IRA, the 10 year rule would prevent this. You could do it with an investment account, though.

    • @DaliaCohen2230
      @DaliaCohen2230 8 днів тому +1

      I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see. I have made more than 350% through my estateplanner(fa) by alternative investing. The portfolio comes with perks as well.

    • @bartlyAD
      @bartlyAD 8 днів тому +2

      One of my goals is to employ the service of an asset-manager this year. I've seen some off social media but wasn't able to get a response. Could you recommend one?

    • @DaliaCohen2230
      @DaliaCohen2230 8 днів тому +1

      ’DIANA CASTEEL LYNCH’ is the manager I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

  • @BenMaclung
    @BenMaclung 4 місяці тому +1125

    I enjoy investing in closed-end funds that offer monthly dividends. The key strategy is to hold these investments long-term while reinvesting the monthly dividends and purchasing additional shares whenever possible. This approach is convenient because closed-end funds are traded on the stock market like regular stocks. Following this strategy could build a portfolio that generates between $50,000 to $70,000 in dividend income.

    • @LindamartIin
      @LindamartIin 4 місяці тому +1

      I agree because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.

    • @Sebastian_Marcos
      @Sebastian_Marcos 4 місяці тому +1

      You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.

    • @FrankCoric
      @FrankCoric 4 місяці тому

      That's quite impressive! Can you share more information about your financial advisor?

    • @Sebastian_Marcos
      @Sebastian_Marcos 4 місяці тому

      ‘Grace Adams Cook’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @FrankCoric
      @FrankCoric 4 місяці тому

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.

  • @Rashaadthegr8
    @Rashaadthegr8 3 роки тому +276

    Once I got out of debt. I started investing like 40% because I felt behind after being in debt my whole adult life. I know most can't or won't do it but I am doing what nobody else will do now so later I can live, give and retire early like nobody as can or will.

    • @charlesg7926
      @charlesg7926 3 роки тому +29

      I’m doing a mix of both. I’m still going on two or three vacations a year, but I live in a cheap townhouse and rent out the basement, and drive a modest car that’s paid off in cash. This way I’m still able to scuba dive and travel the world, but I’m also investing

    • @404TRUCKERTV
      @404TRUCKERTV 3 роки тому +6

      right, you want to get out of debt and stay out. i do about 25% right now but I want to make it 50%. 15% in retirement and another 10 to 15% or so in a regular taxable account you have access to because you want your house to be so stable so that you can weather just about any financial hardship that comes your way. if you have a job making 75k and 150k in a taxable account and another 500k in retirement, you will never see debt again.

    • @Rashaadthegr8
      @Rashaadthegr8 3 роки тому +6

      @@charlesg7926 cool. I paid off my car then a month later I wrecked it. Haven't looked back. By not having a car I have more money to invest and travel.

    • @erikhopkins9488
      @erikhopkins9488 3 роки тому +3

      40%!! Nice!!!

    • @Rashaadthegr8
      @Rashaadthegr8 3 роки тому +1

      @@erikhopkins9488 I wish I can do more but the govt only lets you put $6K in th roth and my job only allows me to do 30% in 401K. Probably more but its around there.

  • @JosephEricx2y
    @JosephEricx2y 2 місяці тому +166

    Investments are the roots of financial security; the deeper they grow, the stronger your future will be."

    • @SofiaJames9H
      @SofiaJames9H 2 місяці тому

      The deeper your investment roots, the stronger your financial security will be in the future.

    • @JulianBenjamin3d
      @JulianBenjamin3d 2 місяці тому

      Exactly! With my adviser, I’ve cultivated deep investment roots, strengthening my financial security for the future.

    • @JulianBenjamin3d
      @JulianBenjamin3d 2 місяці тому

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.

  • @b_bogg
    @b_bogg 3 роки тому +122

    An Actual financial question? Not about bachelorette parties or deadbeat relatives ? Nice

  • @ClarkeGriffiny7
    @ClarkeGriffiny7 2 місяці тому +1271

    Understanding personal finances and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend, and invest their money. A trader made over $350k in this recession influenced market.

    • @TinaJames222
      @TinaJames222 2 місяці тому +2

      Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

    • @RaymondKeen.
      @RaymondKeen. 2 місяці тому +1

      The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

    • @Hectorkante
      @Hectorkante 2 місяці тому +2

      Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with this person

    • @RaymondKeen.
      @RaymondKeen. 2 місяці тому +1

      My advisor is “ Sophia Maurine Lanting’ highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @ChristianKelv
      @ChristianKelv 2 місяці тому +1

      I am going to look her up right away on web, I have about $220k i want to start with, might be small but it's better than nothing though. Since the 08 crash is playing out again.

  • @ericmendels
    @ericmendels 10 місяців тому +616

    Investing in Roth IRA can be a good choice. I have been managing my portfolio myself, When I withdraw from my Roth IRA in retirement, I won’t have to pay tax on it, which will help me keep more of my hard-earned money.

    • @DanielPanuzi
      @DanielPanuzi 10 місяців тому +5

      bet you didn't do that without a financial advisor. I’m also closing in on retirement and I have benefitted much from using a financial advisor.

    • @ericmendels
      @ericmendels 10 місяців тому +3

      @@DanielPanuzi Haha. I definitely didn't pull that in myself. I knew next to nothing in finance. A good financial advisor really does make a lot of difference.

    • @Angelavaldess
      @Angelavaldess 10 місяців тому +3

      @@DanielPanuzi My partner recently hinted on going same direction. who is your adviser please, if you don’t mind me asking?

    • @ericmendels
      @ericmendels 10 місяців тому +3

      @@Angelavaldess Sure, the likes of the popular lady Alicia Estela Cabouli does a good job. Just look up the name, you’d find details on the web to set up an appointment as she offers free consultations from first timers like yourself.

    • @Angelavaldess
      @Angelavaldess 10 місяців тому +2

      @@DanielPanuzi Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé

  • @FlutterSwag
    @FlutterSwag 3 роки тому +81

    Its nice hearing from normal income callers and not "I make 150k a year and just dont know how to get outta debt"

    • @Joenzinator
      @Joenzinator Рік тому +2

      $150 is pretty normal. An income of $75k is only the 63rd percentile, so with dual incomes that's just barely above average.

  • @elccarrillodiaz
    @elccarrillodiaz 4 місяці тому +2

    19 years old, doing what Dave recommends... Match & Roth IRA. Stoked to see what I'll have after taxes. 🙌🏼

  • @DavidLucas-so8rr
    @DavidLucas-so8rr 2 місяці тому +1297

    Despite my best attempts to save money, contribute to early retirement, and become financially independent, the economy has sucked out a large portion of my assets since the epidemic. I want to know if I should continue to diversify my investments or if I should look into other industries during these erratic times.

    • @DesireeJames-q1z
      @DesireeJames-q1z 2 місяці тому +4

      You should look at stocks , they look to be the biggest beneficiaries of AI and Data centers , also DCAing into a good ETF too ...Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @JoshuaKerr-m4u
      @JoshuaKerr-m4u 2 місяці тому +2

      I agree. Exactly why I now work with one. A lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m

    • @Bridget-l7p
      @Bridget-l7p 2 місяці тому +2

      i'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @JoshuaKerr-m4u
      @JoshuaKerr-m4u 2 місяці тому +2

      "Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

    • @trazzpalmer3199
      @trazzpalmer3199 2 місяці тому +1

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @jimroscovius
    @jimroscovius Рік тому +6

    This lady is awesome!! She has studied and learned well. This couple will be millionaires. They aren't falling for financial scammers like those mentioned in the comments. Just keep following Dave and they'll do great!!

  • @dulcehahn12
    @dulcehahn12 7 місяців тому +63

    As a newbie about to invest, you must have these four things in mind
    1. Have a long term mindset.
    2. Be willing to take risk.
    3. Be careful on money usage, if you're not spending to earn back, then stop spending.
    4. Never claim to know - Ask questions and it's best you work with a financial advise like Alex Gomez..

    • @AliceAnderson-in1et
      @AliceAnderson-in1et 7 місяців тому

      How can one start,most times people don't know where to start when it comes to crypto.
      But it would be great if you can provide proper guidance on steps to follow please

    • @dulcehahn12
      @dulcehahn12 7 місяців тому

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Alex Gomez. A widely known crypto consultant

    • @AliceAnderson-in1et
      @AliceAnderson-in1et 7 місяців тому

      Please how can I get in touch with this Alex Gomez ? I really need to give him a try

    • @dulcehahn12
      @dulcehahn12 7 місяців тому

      This is he’s telegrams user name

    • @dulcehahn12
      @dulcehahn12 7 місяців тому

      @AlexRcoin THAT IS THE USER NAME
      THAT IS HIS USER NAME

  • @jimmay1988
    @jimmay1988 3 роки тому +9

    My biggest mistake at a debt free 30 year old was not investing ANY in retirement. Great for her!

  • @BrandonMinguez
    @BrandonMinguez 3 роки тому +42

    Now this is a great video. Perfectly lists out a game plan on how to invest the first 15% of your gross income.

  • @longstoryshortless
    @longstoryshortless 2 місяці тому

    Im living in Europe and don’t understand anything 😢. But I’m really glad they make people in USA financially stable

  • @JoshuaKerr-m4u
    @JoshuaKerr-m4u Місяць тому +522

    My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I'm currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

    • @DesireeJames-q1z
      @DesireeJames-q1z Місяць тому +4

      DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

    • @debbygradley25
      @debbygradley25 Місяць тому +2

      Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

    • @JenniferDavis7630
      @JenniferDavis7630 Місяць тому +1

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

    • @debbygradley25
      @debbygradley25 Місяць тому +1

      "Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

  • @Scarface_445
    @Scarface_445 3 місяці тому +1

    5:47 I would do way higher if you can.
    I earn less than the caller and I invest 20%-22% into retirement + I live off what I made 3 years ago. I set it up so EVERYTHING since: raises bonuses etc go into a regular brokerage for a house.
    To accelerate the home I also picked up a part time job, all of that also goes into the brokerage.
    Then when I realized I wanted more fun money I picked up Uber and use that to fund my stupidity.
    Depends where you live too, average rent in my area is 3.4k and average home cost is 1.9 million. So I need all the cash I can get.
    But she is doing an amazing! Always do Roth + matches! Goal is to maximize your Roth IRA and Roth 401k!

  • @graceocean8323
    @graceocean8323 Рік тому +235

    In light of the current volatility of the stock market, I believe investors should be concentrating on undervalued companies. Currently, 35% of my $270k portfolio is made up of once highly regarded stocks that are now falling, and I'm at a loss for where to turn from this devastation.

    • @zoeytank2921
      @zoeytank2921 Рік тому +3

      I believe the safest approach is to diversify investments. They can mitigate the effects of a market meltdown by diversifying their investments across asset classes such as bonds, real estate, and international stocks. It is important to seek the advice of an expert.

    • @MattDouglas-hj9wh
      @MattDouglas-hj9wh Рік тому +3

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

    • @samodeh
      @samodeh 11 місяців тому

      Just keep holding, you only lose money when you sell. It will go back up.

    • @iDrive123
      @iDrive123 10 місяців тому +1

      @@samodehThey’re bots.

    • @faizanalvi3932
      @faizanalvi3932 10 місяців тому

      Like warren buffet said when 2008 crash happened
      He said he made no losses he only loses when he books those losses but if you ride the wave itll go back up

  • @BrewerVera
    @BrewerVera 23 дні тому +682

    Would it be silly to only have investment in the S&P 500 and to keep putting all your money invested into that? If you can’t tell, I’m risk averse.

    • @FaithAndrada-xo9ou
      @FaithAndrada-xo9ou 23 дні тому +4

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • @martinheaway
      @martinheaway 23 дні тому

      Having an investment advisor is the best approach to the market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.

    • @JaneClark7861
      @JaneClark7861 23 дні тому +2

      Could you recommend who you work with? I really could use some help at this moment please.

    • @martinheaway
      @martinheaway 23 дні тому +6

      My CFA Lauren Camille Brown a renowned figure in her line of work. I recommend researching her credentials further.

    • @JaneClark7861
      @JaneClark7861 23 дні тому +2

      Thank you for this amazing tip. I just looked the name up and wrote her.

  • @MarkJoe-e7f
    @MarkJoe-e7f Місяць тому +1160

    There's no too much in investing. I run a successful restaurant and I make up to 700k a year in profit. I've started investing in the stock market and this video really helped elucidate some things. I want to diversify to digital currencies but I'm not sure how to go about it. Any recommendations?

    • @BarryWhite-h9m
      @BarryWhite-h9m Місяць тому +2

      Wow, that's a cash cow. Congrats. I had some difficulties two years ago when I wanted to invest some money in the digital cryptocurrencies, but I started with a CFP and investment just feels really easy since then and I've also made a lot of profit.

    • @gregorywhem
      @gregorywhem Місяць тому +1

      I agree. I work with a CFP who has a good understanding of both the digital market and stock market. These days experts who have an all-round understanding are in short supply. This last quarter alone I've already made more than 150k in net profit.

    • @Redwood4040
      @Redwood4040 Місяць тому +1

      I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.

    • @gregorywhem
      @gregorywhem Місяць тому

      Marissa Lynn Babula is the advisor I use. And her performance has been consistently impressive for me and my other friends she manages portfolios for. You could look her up yourself if you're interested in reaching her.

    • @JoelCharisma-q5u
      @JoelCharisma-q5u Місяць тому

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @DHT_Bomb
    @DHT_Bomb 12 днів тому

    I also have a question - should I do 15% in my retirement or 5% in the retirement to max my company match & put the other 10% in a mutual fund that is accessible if I need it to create a down payment for a house?

  • @Lourd-Bab
    @Lourd-Bab 4 дні тому +251

    I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Suzanne.

    • @caseycantrell-gh6fg
      @caseycantrell-gh6fg 4 дні тому

      I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimonies on CNBC news last week...

    • @Donnafrank-k6e
      @Donnafrank-k6e 4 дні тому

      @@caseycantrell-gh6fg Suzanne Gladys Xander strategy has normalized winning trades for me also. and it's a huge milestone for me looking back to how it all started.

    • @BrandonIvan-c6e
      @BrandonIvan-c6e 4 дні тому

      @@Donnafrank-k6e Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading.

    • @GeorgestraitStriat
      @GeorgestraitStriat 4 дні тому

      @@BrandonIvan-c6e As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @LilyClark-g3q
      @LilyClark-g3q 4 дні тому

      @GeorgestraitStriat OMG is this same person that helped me Invested $2000 and after a week we received $7,500. That really helped us a lot to pay our bills. wow such a small world.

  • @susannicky
    @susannicky 11 місяців тому +241

    investment requires good experience and knowledge to carry out a good and successful trade, I have lost a lot trying to trade all by myself.. May I ask which investments are good?

    • @susannicky
      @susannicky 11 місяців тому

      Thanks for the info . Found her website and it really impressive

  • @MaryOlson7
    @MaryOlson7 Рік тому +189

    I just sold a property in Portland and I'm thinking of putting the cash in stocks, I know everyone is saying it's ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

    • @MaryOlson7
      @MaryOlson7 Рік тому

      @sallym.chesser7072 It all depends on how long you're willing to hold for, stocks might likely tank further, but making serious gains in this downtrend wouldn't be a problem if you're a pro.

    • @MaryOlson7
      @MaryOlson7 Рік тому

      @sallym.chesser7072 Hi, please who is the expert assisting you and how do I reach out to them?

    • @dorenestewart5084
      @dorenestewart5084 Рік тому

      @sallym.chesser7072 Thanks, I just googled her and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.

  • @RobertPierce-k7y
    @RobertPierce-k7y Місяць тому +1

    Is that 15 percent before or after taxes?

  • @LisaSeigfried33
    @LisaSeigfried33 10 місяців тому +120

    I genuinely mean it when I express my stress and concern regarding the market crash and high inflation, particularly in relation to my retirement. I have been experiencing losses for quite some time, and while some may argue that crises can present opportunities, I am feeling overwhelmed. However, I understand that investing is a long-term endeavor, and it is crucial to maintain focus on the bigger picture and the long run.

    • @AudraZapoticky55
      @AudraZapoticky55 10 місяців тому

      It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $760k by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.

    • @Madlyn55
      @Madlyn55 10 місяців тому

      how do I get in touch with this consultant that assist?

    • @AudraZapoticky55
      @AudraZapoticky55 10 місяців тому

      STEPHANIE KOPP MEEKS, that's whom i work with look her up and thank me later

    • @Madlyn55
      @Madlyn55 10 місяців тому

      Thanks for the info . Found her website and it really impressive

    • @johnmeehan7884
      @johnmeehan7884 10 місяців тому

      Unless you invest individual stocks, you're lying. Anyone invested for a 'few' years, if began anywhere from 2020-2022, and invested in basically any sp market fund, you would have returns higher than 10%. Goofys always make up random scenarios like we all don't use the same markets.

  • @DemetriPanici
    @DemetriPanici 3 роки тому +52

    Love it when you break things down like this

    • @PìnnedbyCrypt0jebbc
      @PìnnedbyCrypt0jebbc 3 роки тому

      Thanks for watching.
      📩Send a direct msg right away
      WhatsApp±¹⁹⁰⁶⁴⁹⁸⁵⁶³⁵

  • @BertramGilbert-d4z
    @BertramGilbert-d4z 2 місяці тому +162

    I recently viewed an impressive video that prompted me to reflect on my experience with a financial adviser recommended by a colleague. I started investing with less than $100,000, and within just two months, my portfolio grew to $234,800. I reinvested a significant portion of my profits, which has led to consistent earnings over the past year. Recently, I also purchased my second home at the beginning of summer.

    • @MicheleTheodore-p9n
      @MicheleTheodore-p9n 2 місяці тому

      Hi, I’ve had to explore additional sources of income after being retrenched, and managing my trading and investments is challenging with a new baby at home. I'm wondering if I should take a break from the market to focus on other priorities or try to engage whenever I have free time. Is trading best approached as a continuous process, or is it wise to step back for a while? Thank you!

    • @BertramGilbert-d4z
      @BertramGilbert-d4z 2 місяці тому

      @@MicheleTheodore-p9n If you don't have access to an expert like Maria Christine Jouclas, it’s unwise to quit your job to focus on trading. Evaluate your options and seek advice from trustworthy sources before making such a significant decision. Using advanced AI tools or automated trading systems can help manage your investments while you keep your job. Based on my experience, Maria is reliable and knowledgeable in the complexities of trading.

    • @MicheleTheodore-p9n
      @MicheleTheodore-p9n 2 місяці тому

      @@BertramGilbert-d4z I would appreciate that very much. Thank you for your consideration.

    • @BertramGilbert-d4z
      @BertramGilbert-d4z 2 місяці тому

      @@MicheleTheodore-p9n The name to reference is Maria Christine Jouclas.

    • @MicheleTheodore-p9n
      @MicheleTheodore-p9n 2 місяці тому

      @@BertramGilbert-d4z She is clearly well-educated and well-read. I found her professional website during my online search and appreciate you bringing it to my attention. It showcases her expertise and strong educational background. Thank you for sharing this valuable resource.

  • @luisadrian408
    @luisadrian408 Місяць тому

    I need help. How do I calculate 15% is it monthly income or yearly? Need help

  • @petespeicher8363
    @petespeicher8363 2 роки тому +5

    Dave I always want to ask this but why not Match, HSA, Roth, Traditional with the self-discipline of never using HSA funds for health care until retirement? This is how I do my 15%.

    • @schuylergeery-zink1923
      @schuylergeery-zink1923 2 роки тому +1

      Except my HSA has been a huge blessing to pay for health expenses, too. It’s a very versatile account. Pro- HSA!

  • @davidsensing2664
    @davidsensing2664 Рік тому

    Company matches are great BUT it is best to convert those after you get them. My company contributes to our match every month. Every month, I call our 401k manager and tell them to convert that to a Roth 401k contribution. Every month I go through the acknowledgement that I understand it will be taxable. My thinking is that it is easier to chop down/convert the Traditional to Roth early than let it grow and have to pay much more tax later.

  • @BrandonBattelle
    @BrandonBattelle 8 днів тому

    I am in a union and am given a retirement contribution whether or not I contribute. So there is not matching, technically. So is Roth better or do I treat the free money as if it's match. Personally I want to do roth and forget about the union retirement until I actually retire and just be surprised at how much is in there

  • @philippschmitt2569
    @philippschmitt2569 16 днів тому

    Is it 15% before or after income taxes etc? Because in germany that’s a biiig difference

  • @alainl1211
    @alainl1211 3 роки тому +9

    Pay attention to anyone who immediately diverts you to financial advisors aka “smartvestor pros” rather than just pointing you to some books to get financially literate FIRST. I dont think its necessarily BAD to use a helper for investing. BUT, you should at the very least be able to speak the language and understand the impact that the fees from a helper is going to affect your bottom line after 20-30 yrs. Spoiler, its not insignificant .

    • @chief5981
      @chief5981 Рік тому

      Dave always tells people to only invest in things they understand and says you should tell your pro what to do, not the other way around.

    • @malygos9301
      @malygos9301 Рік тому

      Welcome to generic financial advice for idiots 101 invest your money, save, put it in a Roth it's all platitudes for people who make 8k a month and blow it all.

  • @yodatwinkie
    @yodatwinkie 3 роки тому +21

    Love this kind of videos! Super informative 👏💪

  • @NicholasBall130
    @NicholasBall130 9 місяців тому +90

    Interesting video I'm in my 50s and I'm more interested in investments that could set me up for retirement , I mean I've heard of people that netted hundreds of thousands during these crash, I listened to someone on a podcast who earned over $650K in less than a year, what's the strategy behind such returns?

    • @EleanorBaker474
      @EleanorBaker474 9 місяців тому +4

      You're not doing anything wrong, you just don't have the required skillset to profit off a down market, folks that are making profit in this market are pros and experts with in-depth knowledge and skillset.

    • @StocksWolf752
      @StocksWolf752 9 місяців тому +2

      A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @StacieBMui
      @StacieBMui 9 місяців тому +2

      This sounds great. Is there a way I could connect with your advisor or any other whom you think is very good? I'll appreciate.

    • @StocksWolf752
      @StocksWolf752 9 місяців тому +1

      Credits goes to " Sonya lee Mitchell" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

  • @dr.Morgann
    @dr.Morgann 6 місяців тому +562

    I'm set to make $600,000 this year, and my net worth is north of seven figures, but I'm really worried. My portfolio has only grown 10% in the last five years, and I feel stuck. I desperately need to revamp my investments. Any advice on what to do with my money would be greatly appreciated.

    • @NebulaQuestor
      @NebulaQuestor 6 місяців тому +4

      This is what people that handle their portfolio themselves go through. I will advice you get yourself some professional advisor to help you make better portfolio decisions.

    • @rrandd0
      @rrandd0 6 місяців тому +4

      I agree, investing with the help of an advisor set me up for life with about $1.6m currently in stock portfolio. I max out my 401k and have few properties. I worked hard as a language tutor for 32 years, and my salary was just over 80k annually. It all boils down to consistent regular investing to minimize risks and maximize growth.

    • @superwomanAnn
      @superwomanAnn 6 місяців тому

      @@rrandd0 I'm glad I found this conversation. I just started earning six figures and need investment help. Can you share how to contact your advisor?

    • @Type57SC
      @Type57SC 6 місяців тому

      I'm glad I found this conversation. I just started earning six figures and need investment help. Can you share how to contact your advisor?

    • @rrandd0
      @rrandd0 6 місяців тому +5

      I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Melissa Elise Robinson" for years and highly recommend her. See if she meets your criteria.

  • @AddilynTuffin
    @AddilynTuffin Рік тому +209

    A Financial Planner told me Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. How can take advantage of compound interest and potentially grow my retirement savings to about $3M over time?

    • @albacus2400BC
      @albacus2400BC Рік тому +8

      Nobody knows anything, you need to create your own process, manage risk and stick to the plan, through thick or thin or you can just seek the help of a financial advisor.

    • @kaylawood9053
      @kaylawood9053 Рік тому +8

      Having an investment adviser is the best way to go about the stock market right now, especially for near retirees, I've been in touch with a coach for a while now mostly and I made over $800K within a short time

    • @judynewsom1902
      @judynewsom1902 Рік тому +8

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

    • @kaylawood9053
      @kaylawood9053 Рік тому +8

      My financial consultant is *Sharon Louise Count* whom I reached out to after finding her on a CNBC interview where she was the guest speaker. She's provided entry and exit points for the stocks I primarily focus o

    • @judynewsom1902
      @judynewsom1902 Рік тому +7

      Thanks, I just googled her full name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.

  • @livia-s6t
    @livia-s6t 6 місяців тому +352

    I invest 25% of my income in the stock market at the start of each month and hold for at least 5 years. Recently, I've faced significant losses of about $150K. What can I do?

    • @RobbStonee
      @RobbStonee 6 місяців тому +5

      Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers

    • @OsborneLatin
      @OsborneLatin 6 місяців тому

      my partner’s been considering going the same route, could you share more info please on the advisor that guided you to such impressive gains

    • @Tnks4cmin
      @Tnks4cmin 6 місяців тому +1

      Wow, her track record looks really good from what I found online.i just searched her name and messaged her and I also scheduled a call with her

    • @alyxxa6182
      @alyxxa6182 5 місяців тому +6

      @ScottStrawFucking spam bot

    • @Normalhumman
      @Normalhumman 5 місяців тому

      First of all do not pick individual stocks. Thats absolute speculation and it comes with extreme risk. My philosophy on investing is this. Follow the retirement fund approach. If you have 30 years from retirement then for every dollar invested around 70 should be in index funds (S and P) and 10 percent in Bond and other 20 percent high risk stocks and as you get closer to retirement move most a lot of the stock to bond and treasury bills and keep some amount for index funds

  • @IlonaJosiane
    @IlonaJosiane Рік тому

    I watch this video over and over. So much information in this video - thank you for this.

  • @michelleadams-t4b
    @michelleadams-t4b 2 місяці тому

    Thanks for the video! By the way: I have the OKX Wallet with USDT, and I have the seed phrase. (job priority warm lab border boil monkey manage palace fiber weird ask). Could you explain how I transfer them to Binance?

  • @thevillalbafamily167
    @thevillalbafamily167 3 роки тому +7

    Thank you for the great information!

  • @LeeroyFan101
    @LeeroyFan101 8 місяців тому

    So the 15% includes the 401k and IRAs? This whole time I assumed those were considered separate and that I should allocate 15% towards non retirement investments.

    • @damondiehl5637
      @damondiehl5637 7 місяців тому

      Completely reverse. 15% of gross household income set aside in retirement funds.

  • @blakelaferty4793
    @blakelaferty4793 17 днів тому

    If I have a 401k with a 3% match, should I only be contributing 3% as well?
    Then max out a Roth IRA?

  • @billmartin1663
    @billmartin1663 10 місяців тому

    And the downside of some 401(k)'s . . . not all employers cover the fees. My 401(k) is 1/4 match up to 1% and it deducts 1.5% per year off the top of the corpus. It's a killer. My mutual funds in my Roth (same funds) outperform my 401(k) every year -- even including the match.

  • @fpsdoug6336
    @fpsdoug6336 3 роки тому +2

    What is a roth 401k I'm from Australia is it like super annuation for retirement

    • @jaynelson6228
      @jaynelson6228 3 роки тому

      Sort of. Roth in US is taxed on front end opposed to deferring tax at withdrawal. I work at BHP in US where we also get an employer funded account of 8.25% to align to your superannuation benefit

  • @gregorygerbrandt6812
    @gregorygerbrandt6812 3 роки тому +50

    Careful with those "high-growth mutual funds" as they can have exorbitant expense ratios, sales loads, commissions, etc. I'd strongly suggest putting everything into a low-cost index fund tracking the S&P500. No fees, no nothing, best rate if return. The financial planning industry may very well be the most treacherous for those who aren't well-versed in it.

    • @johnyang1420
      @johnyang1420 3 роки тому +10

      Thats why I do. 100% VTSAX

    • @hurt1704
      @hurt1704 3 роки тому +8

      @@johnyang1420 same. My VTSAX averages a better return than my 401k

    • @Jfresh55
      @Jfresh55 3 роки тому +3

      What about FNILX through Fidelity?

    • @hurt1704
      @hurt1704 3 роки тому +4

      @@Jfresh55 I believe that is Fidelity’s version of VTSAX. It should be equivalent. Lower fees as well. Can’t go wrong with either

    • @mathisnotforthefaintofheart
      @mathisnotforthefaintofheart 3 роки тому +2

      @@Jfresh55 That's equally good. Fidelity has some more good options as well.

  • @qb8628
    @qb8628 Рік тому

    I’m excited, Just started watching Dave Ramsey today! I never even heard of a 403b before

  • @adamlightfoot5897
    @adamlightfoot5897 3 роки тому +10

    Got 23% out of S&P 500 and MARA

  • @NathenHodge
    @NathenHodge Рік тому +1

    so if I have a 401k that matches and a roth, how do invest the 15% between those two? Just a little confused

    • @damondiehl5637
      @damondiehl5637 Рік тому +1

      You have to examine the funds offered in your 401k. If they are acceptable, you can just max out the 401k contribution. That is $22,500 for 2023. For a lot of people, that is enough to meet their 15% goal. If you are over 50, you can contribute another $7,500, for a total of $30,000 per year. 401k plans generally offer a set of funds based on your retirement date. They invest in riskier stocks early on and as they get closer to retirement, they become more and more conservative. Some 401ks also allow you to select individual stocks (typically ETFs).
      An IRA gives you total control over which funds are used. But, you can only invest $6,500 per year ($7,500 if you are over 50).
      So, contribute to your 401k at least enough to get the match. That is an immediate 100% return on your money. Then evaluate your 401k and IRA. If you like the offerings in your 401k, fill that up first. If you still haven't reached 15%, put whatever else it takes to get to 15% into your IRA.
      If you aren't thrilled with your 401k offerings, plan to fill your IRA first and then whatever else it takes to get to 15% goes into your 401k.

  • @sengx
    @sengx 7 місяців тому

    Dumb question(?) So my company with their own money, contributes 3% of my paycheck into a 401k. They then match another 5% and of course I do the full 5% match. So the 5 + 5 + 3 would be 13% of the 15% dave would recommend. Is it recommened to do the remainding 2% into a roth?

    • @damondiehl5637
      @damondiehl5637 4 місяці тому

      Dave has said in other videos to not count the employer match in your 15% calculation. It is 15% of YOUR gross income. Anything the employer provides is icing on the cake.
      Make sure you participate in the employer plan at least enough to get the match. Then decide whether to use your IRA or to continue with the 401k.
      An IRA gives you total control over the money, but has a $7k annual contribution limit.
      401k or 403b has a $23.5k annual limit, but you generally have to choose from a set group of plans.
      IRAs, 401ks and 403bs all come in Traditional or Roth. For instance, you can have part of your contribution go to a Traditional 401k and the rest go to a Roth 401k. You can have both a Traditional IRA and a Roth IRA. You can even have several of each.

  • @Asenetic
    @Asenetic 9 місяців тому

    Help!!: correct if Im wrong. All of Ramsey math is based on the idea that stocks will increase value over time right?? If the prices go down when the person is going to retire, then she may even lose money, right??
    I understand since always, stocks prices have been on the rise. But this plan could fail completely. No??

    • @damondiehl5637
      @damondiehl5637 8 місяців тому

      He advocates investing in mutual funds, where your money is spread across a sector of stocks. These funds use different criteria to select the stocks that are included in the fund. In general you can expect the price of the stocks to go up. Stock prices can AND DO go down, sometimes, but if given enough time, generally rise. If a given stock fails, the fund replaces it with a different stock. Based on the selection criteria, the stocks in a fund can change even through a given stock i doing well. Over time, you will see stocks and the funds that hold them, go up in price.
      If a mutual fund fails, something went terribly wrong. If you buy into a fund like the S&P500, you are spread across the top 500 companies in America. The chances of that fund failing are virtually zero. They represent "the Market" that the talking heads are always talking about. In 2020 and 2008, they did drop dramatically and took a while to recover. But to a savvy investor with cash ready to go, those events are huge opportunities to buy in at low, low prices.
      There are stock equivalents to mutual funds, called Exchange Traded Funds (ETFs). For instance, you can go to Vanguard and buy into their Admiral Class S&P 500 mutual fund or you can buy VOO on the stock exchange, and it is almost the exact same thing. Mos mutual funds have an ETF equivalent, now.
      Set up a plan to buy into the market at regular intervals (e.g. each payday). Sometimes you will be buying high, sometimes you will be buying low. This is called Dollar Cost Averaging.

  • @duneme
    @duneme 2 роки тому

    Rashaad:
    I’m with you! I hope to have the problem when I get older of having too much for Retirement! I just believe we should all MAXIMIZE our Savings!
    We just can’t hurt anything to have more saved!

  • @JetDriver77
    @JetDriver77 Рік тому +3

    Also, the new Secure Act 2.0 allows employers to match into the Roth.... icing on the cake.

  • @greenriveracres
    @greenriveracres 4 місяці тому

    If my spouses job does 7 percent match plus a 10 percent profit sharing, does that cover the 15 percent? My spouse also does the 7 percent for a total of 24 percent yearly.

    • @damondiehl5637
      @damondiehl5637 3 місяці тому +1

      Dave has said in the past to not include any contribution from the employer. It is great that you are getting that from his employer, but you are actually only contributing 7%, so you should kick in another 8%. There is no guarantee the company makes a profit, so you definitely should not depend on that. If you get it, great, but if you don't, you are still in good shape.

  • @big123lak
    @big123lak Рік тому

    roth is definitely safe but all the math I see is max contributions you contribute 250k which is over 40-45 years it only turns to 1mil so its a 4x profit with no tax, ive been tripling my money every 2 years just from investing in the biggest most established companies in the world and some in the index which leaves me with alot more money to play with for more profit and learn things but my entire life is work and investing 16 hours a day no wife no kids no family so probably not a life most people want to live to ensure the risk pays off but ive had it all before been rich and lost it and family lost it had wife lost it and im happier then ever now

  • @rodrigok1220
    @rodrigok1220 11 місяців тому

    That where I disagree with people. Always contribute the percentage that is matched. You’re losing money if you don’t.

  • @zacharyharms3149
    @zacharyharms3149 Рік тому

    How does one contribute more than the allowable Roth IRA contributions per year? Dave talks about opening two separate individual ROTH IRAs in order to supply the remaining 15% which was $13,800. I was under the impression that the max allowable contributions is no more than $6500 for individuals under the age of 50. I’m new to investing and hope someone can clarify here.

    • @znogaragego3421
      @znogaragego3421 Рік тому +1

      The caller is talking about 15% of their combined income. Each person can contribute to Roth IRA.
      Btw the limit increased to $7000 in 2024.
      Btw2, if you’re married, both can contribute up to max even when only one of them has an income.

  • @tcgtpl
    @tcgtpl 3 роки тому +39

    Good advice. The only two things I'd add are that index funds outperform mutual funds over time and they should be investing more than 15%, like 20% or more, especially since they're getting started in their 30s as opposed to 20s.

    • @deanalbertson7203
      @deanalbertson7203 3 роки тому +4

      I like dividend paying stock funds. I also like the Traditional IRA because it lowers your current taxes.

    • @tcgtpl
      @tcgtpl 3 роки тому +7

      @@deanalbertson7203 I'm a lazy investor, which is why I go for index funds.

    • @DrThunder2004
      @DrThunder2004 3 роки тому +4

      You increase above 15% after you pay off your mortgage.

    • @aaroncook5928
      @aaroncook5928 3 роки тому +2

      @@jxgreen1985 you appear to be confused. I am unaware of a single mutual fund suggested on his program. You seem to be struggling with him and lieing.

    • @bodieb316
      @bodieb316 3 роки тому +2

      I'm new to this channel, wish I would have found it 10 years ago. I am being forced to retire at the end of the year. Who can I talk to about what to do with my Thrift Savings Plan?

  • @EricCarrasco-g8h
    @EricCarrasco-g8h 3 місяці тому +146

    Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $420k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.

    • @MarieVincente87
      @MarieVincente87 3 місяці тому

      I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.

    • @GrandtHudson1
      @GrandtHudson1 3 місяці тому

      I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing st0cks without knowing when to take profit, hence I researched for licensed advis0rs and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding lnflation, from $235k to $890k.

    • @ReginaAlbrighton
      @ReginaAlbrighton 3 місяці тому

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @GrandtHudson1
      @GrandtHudson1 3 місяці тому

      Elisse Laparche Ewing is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @GrandtHudson1
      @GrandtHudson1 3 місяці тому

      I work with Elisse Laparche Ewing as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

  • @janedoe6071
    @janedoe6071 Рік тому

    Well all I know is I have very limited income and I just happen to get lucky enuff to get a little bit of extra money and ALL I want to do is the right thing for my daughters future.. everythings so confusing with Stocks and investing And CD Accounts. I just want to do something with the little extra money I have I don’t want to endup spending My Money instead of using it to make money?

    • @damondiehl5637
      @damondiehl5637 Рік тому

      Open an account with Vanguard. Set up automatic withdrawal from your bank account. Have them buy shares of VOO or VTI.
      VTI is an index fund buying shares of the entire US stock market.
      VOO is an index fund that buys stock in the companies that make up the S&P500 (the 500 biggest companies in VTI).
      Either one is a good choice.

  • @RyanG3189
    @RyanG3189 3 роки тому +4

    Can anyone tell me why it’s 15% vs a different number while in conjunction with paying off your house when you’re in baby steps 4-6? I know especially in your 20’s and 30’s, the value of each dollar invested is worth so much more than in your later years so why not invest 20% or more while paying down the house on a 15 year to ensure better investment growth?

    • @JohnSmith-zl2ny
      @JohnSmith-zl2ny 3 роки тому +4

      Dave usually says "at least 15%"... Which makes sense. I invest about 15 of fulltime paycheck, and invest 100% of any side jobs I pick up on weekends.

    • @chrismccaffrey8256
      @chrismccaffrey8256 3 роки тому +3

      @@JohnSmith-zl2ny no. Dave always says "15%, not 10%, not 17%, 15%".

    • @chief5981
      @chief5981 Рік тому +2

      Invest 15% and throw everything above that at your mortgage until it’s paid off. Once mortgage is gone you can invest whatever you please

    • @MShah-ch6st
      @MShah-ch6st Рік тому +1

      From Dave's 30 years of teaching and from his real research, an average 15% is just nice from step 4,5 and 6..You can do more if you could. Just imagine excess from your income after deduct all your expenses, pay to your mortgage..Dave's intention is for us to be debt free quickly and happily and invest for our future and change our family tree.

    • @damondiehl5637
      @damondiehl5637 Рік тому

      If you follow the baby steps and stay the course, you live a lifestyle where investing 15% of your gross income will provide enough money for the way you live in retirement. If you retire and start jet-setting all over the world and blowing cash on vacations (in other words, change your spending habits), 15% might not be enough.

  • @Bestjudy001
    @Bestjudy001 18 днів тому +229

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

    • @EthanCarter01
      @EthanCarter01 18 днів тому

      Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

    • @Bestjudy001
      @Bestjudy001 18 днів тому

      @EthanCarter01 However, if you do not have access to a professional like SUZANNE GLADYS XANDER, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

    • @EthanCarter01
      @EthanCarter01 18 днів тому

      @@Bestjudy001 Oh I would love that. thank you.

    • @Bestjudy001
      @Bestjudy001 18 днів тому

      @EthanCarter01 SUZANNE GLADYS XANDER.

    • @Bestjudy001
      @Bestjudy001 18 днів тому

      Lookup with her name on the webpage.

  • @BubbaSnipe03
    @BubbaSnipe03 Рік тому

    I’m having a hard time figuring this out since Walmart only matches up to 6% and I got a Roth

  • @bellzvasquez
    @bellzvasquez 3 роки тому +2

    Best video! Thank you Dave!

  • @MonicaHerbert989
    @MonicaHerbert989 Рік тому +36

    I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart

    • @DougHanes
      @DougHanes Рік тому +1

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.

    • @BryanWilliams-ji9gn
      @BryanWilliams-ji9gn Рік тому

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

    • @NicholasClones
      @NicholasClones Рік тому

      What impresses me most about Michelle Stewart is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.

    • @Jerrypopmno
      @Jerrypopmno Рік тому

      Isn't that the same Mrs Michelle Stewart that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well

    • @jennisonspolly5120
      @jennisonspolly5120 Рік тому

      I'm new at this, please how can I reach her?

  • @jessepicazo4389
    @jessepicazo4389 9 місяців тому

    You can invest into a 403b with a Roth sleeve

  • @sampson7941
    @sampson7941 Рік тому

    Does a roth401k have a cap like a roth ira ?

    • @damondiehl5637
      @damondiehl5637 Рік тому +1

      Yes, for 2023 the max is $22,500. If you are over 50, you can contribute up to $30,000.
      401ks and IRAs all have contribution limits, regardless of the Traditional or Roth designation.

  • @livingunashamed4869
    @livingunashamed4869 3 роки тому +4

    Match then max out Roth IRA with index funds.

    • @PìnnedbyCrypt0jebbc
      @PìnnedbyCrypt0jebbc 3 роки тому

      Thanks for watching.
      📩Send a direct msg right away
      WhatsApp±¹⁹⁰⁶⁴⁹⁸⁵⁶³⁵

  • @DavidMoneyMovesJourney
    @DavidMoneyMovesJourney Рік тому

    If my job offers a HSA what would you recommend with that? Should I put money into that before the Roth or after the Roth?

    • @damondiehl5637
      @damondiehl5637 Рік тому

      You do that concurrently. I set my deductions up in December for the next year.

  • @tomkenny8635
    @tomkenny8635 Рік тому

    So what’s the best way to divide it? 40% Large Cap, 25% international and the rest small, mid cap?

    • @MShah-ch6st
      @MShah-ch6st Рік тому

      25% each for
      -Growth
      -Growth and income
      -Agressive growth
      -International

  • @YouTubeuser328
    @YouTubeuser328 3 роки тому +2

    I needed this video so bad thank you Dave

  • @coreyhj
    @coreyhj 3 роки тому +24

    I’m 26. My net worth is embarrassingly just under 20k. I do 17% for my company 401k which includes a 6% match. Plus $500 a month for my Roth

    • @Nish556
      @Nish556 3 роки тому +10

      Hey, at least it's not negative. I'm 26 too and my net worth is 23k. I feel your pain but it's just onwards and upwards. That's my liquid net worth. I don't really count assets like cars, jewelry, etc cause it doesn't seem wise counting those things in.

    • @Primitivegarage915
      @Primitivegarage915 3 роки тому +28

      Most people in the US that are in their 20s are in the negative man. Don’t be embarrassed, just keep grinding!

    • @ClaxtonBay123
      @ClaxtonBay123 3 роки тому +20

      Sounds like a HUMBLEBRAG to me. Cut it out.

    • @noregertsyamsayin8011
      @noregertsyamsayin8011 3 роки тому +2

      You guys are young. Just stay out of debt. That's why they call them baby steps. Have your money work for you!

    • @megalodon1726
      @megalodon1726 3 роки тому +1

      @Ronald FlobJobbin people go above the match in their 401k to avoid putting that extra money in taxable investment accounts.

  • @brdrummond
    @brdrummond 11 місяців тому

    Can anyone help me with a brief point of direction? I'm 26, turning 27 this year, I have really low debt - ~$2000-$3000 - and I've got a handle on all of Dave's baby steps except one, THIS one.
    I work for a property maintenance company, I'm on salary but I don't have a retirement plan or anything with my company and they don't offer it. My company pays me well for my work, I make a little over 60k/year, but they are lacking in this particular realm. Where can I go with that 15%? Do I NEED to be working for a company that will help me with this or is there an alternative I can strive for in a solo manner?
    PS. I'm a bit dumb in terms of economics, I'm learning all of this rather late in life.
    Many thanks in advance 🙏

    • @damondiehl5637
      @damondiehl5637 11 місяців тому

      You should open an account with an investment company, bank or brokerage (Vanguard or Fidelity or ETrade or ScottTrade or a similar company). Also set up a Roth IRA with them.
      15% of $60k is $9000. The yearly contribution limit to an IRA is $7000. So you can only put $7000 in your Roth IRA. The other $2000 has to go into your regular account.
      If you open your accounts with Fidelity or Vanguard, you can put your money in mutual funds. Vanguard has been an industry leader with low fee mutual funds. They will also enable you to buy stocks.
      If you open your accounts with a brokerage company like ETrade, you can but something very similar to mutual funds, called Exchange Traded Funds (ETFs). They mimic various mutual funds or stock indices.
      But long answer short, you need to create a Roth IRA and a regular account, and max out the IRA ($7k) and put the rest in a regular account.

  • @ThomasFerrugia
    @ThomasFerrugia Рік тому +4

    Seems to me she should already be investing 3% into her 401K even while hammering down their debt. Given the employer match of 3%, based on her annual income of $40,000, she's leaving $1,200 a year on the table that she could otherwise be investing in deferred compensation.

    • @damondiehl5637
      @damondiehl5637 Рік тому

      Following the baby steps, she should not invest in anything until she has the emergency fund, the debt is gone and she has 3-6 months of living expenses set aside in savings. Generally, this is accomplished in two years or less, so it is not the end of the world to not get the match. Dave's plan alters your mindset, how you think about money and wealth. That can be hard for anyone who likes to crunch the numbers. Another example is paying off a 3% mortgage when you can get an 8-10% return in the stock market.

    • @georgeslupski5987
      @georgeslupski5987 Рік тому

      ​@@damondiehl5637these are the comments that make me nuts. 8-10 percent in stock market?

  • @TherealElijhawatkins
    @TherealElijhawatkins 9 місяців тому

    2:46

  • @kamakazecam
    @kamakazecam Рік тому

    I used to have a RothIRA through Edward jones. In 2021 I max it out at 6000… in 2022 I maxed it out at 12,000. In 2023 I had an emergency and had to withdraw 💯 %. When I withdrew it I only got back around 10,000! Does that mean the wrong investments were chosen by my financial advisor? Also when I withdrew it my financial advisor said i wasn’t going to be taxed on it because the funds I withdrew were 100% my own contribution which means it was tax free…… well I just got a 1099-R and now the irs says I owe then just over 2000 because of the early withdrawal. Am I missing something here? Can someone help me understand it all!?

    • @damondiehl5637
      @damondiehl5637 11 місяців тому

      Your contributions to the IRA are supposed to be available for withdrawal at any time with no penalty. Any gain on your investments would be taxed and penalized because you are taking it out in less than 5 years and you are under 59.5. Beyond that, it's hard to say what is going on without more info. It is probably worth your while to have a tax professional look at it. Try the volunteer advisors first and work your way up to the hired professionals if necessary.

  • @walterp1028
    @walterp1028 10 місяців тому

    Should I match my employers contributions to the retirement plan? I believe its a 401k, but I'm not sure. I work for a nonprofit organization. They contribute 7% equivalent of my salary regardless if I contribute anything at all and then raises to 10% once the amount they contribute reaches like $15k or $20k don't quite remember the exact amount of when it switches. Back before I accepted the role I did the math and it ups to 10% like 2 and a half years after I was hired.
    The other option being to start a Roth IRA and put the money into that instead of adding to my employer's contribution.
    By the way, only 27 so that's why I think maybe having a bit more diverse retirement plan with my work and the Roth IRA, but I'm not sure if it would be better to just add to my work's retirement plan.

    • @damondiehl5637
      @damondiehl5637 10 місяців тому

      You can put away a lot more per year in a 401k ($23,000) than you can in an IRA ($7000). So don't limit yourself, if you can afford it. And, you want that company match. That is an instant 100% return on your money. And you can invest in both types of accounts. If you can max out your 401k and still have money to invest, switch to an IRA. If you STILL Have money after that, you can put money in your Health Savings Account (HSA). And if you STILL have money after that, use a regular brokerage account.

    • @walterp1028
      @walterp1028 10 місяців тому

      @@damondiehl5637 yeah but like I said, there is no company match. Just an automatic amount they put in regardless if I put anything in. They put in a set amount. I also went and looked more into it. Its not exactly a 401k. Its an annuity through an insurance brokerage that is like a mix of a 401k and a 403b. Also I only make like 56k per year before overtime and taxes(I make quite a bit of overtime) so no 23,000 not exactly possible.

    • @damondiehl5637
      @damondiehl5637 10 місяців тому

      That seems like a complicated investment vehicle, when there are lots of administrators offering their services. I have several accounts at Fidelity Net Benefits from different employers. I'm not wild about annuities nor insurance brokerages. I would maybe take whatever they give you and be grateful. Then I would recommend opening a Roth IRA and contribute as much as you can to it. 15% of 56k is $8,400, so that exceeds the annual limit, even if you are over 50, but you can't contribute that much, anyway. It's totally up to you to decide what you want to put in your IRA . If you open your Roth IRA with Vanguard or Fidelity, you can buy their mutual funds or you can buy stocks. Vanguard was the leader in low fee index funds, but Fidelity has pretty much caught up to them. They both have funds that mimic the S&P500. If you want to buy stocks, ETF stocks like VOO or QQQ or SCHD are essentially the same thing as the index funds. Plug contributions into your budget and set up automatic payments so you keep plugging money into the account. Then sit back and let it grow. It will seem very slow at first. Your first 100k is 25% of the way to a million. It takes 8 or 10 years to get that first 100k, but each 100K after that comes faster and faster, because of the power of compounding. The jump from 900k to a million is only a year or two. time and rate of return are the big factors.
      If you want to learn more about the buy-it-and-forget-it approach, watch some videos of Warren Buffet or Jack Bogle (founder of Vanguard). Buying into these funds and just letting it be, through the ups and downs has proven to be a winning strategy.

    • @walterp1028
      @walterp1028 10 місяців тому +1

      @@damondiehl5637 yeah I mean the max amount would kind of be hard to do, after state and federal taxes and benefit deductions my take home pay is like $3400 per month. Luckily, I've got 0 debt and a 2016 truck that is completely owned. My housing is pricy, but I didn't have a lot of options that weren't in the mexican cartel gangland(we call it the warzone in Albuquerque), so I just picked what I could get that was safe. I only had a week to find housing before moving.
      For me I was thinking setting up automatic payments of $200 per month into a Roth IRA, and have the dividends reinvest, plus throw my entire tax return in it every year and because I'm only 27 years old that would be a little cushion once I "retire" in the event something comes up before I pass away and if not just pass my Roth IRA down to my kids. We have a multigenerational family ranch, about when I'm in my mid to late 40s, I'll be leaving the workforce to run that, but luckily with that it has very good consistent income on top of the cattle we raise on it.

    • @damondiehl5637
      @damondiehl5637 8 місяців тому

      @@walterp1028 That sounds like a good plan. I think I would take the employer contribution and be glad for it, but not put any of my own money into it. Dave has never said a positive thing about annuities and frankly I've never read anything about them that appealed to me. Focus on the Roth IRA and as you said, turn on DRIP so the dividends are reinvested.

  • @devonmartin1621
    @devonmartin1621 7 місяців тому

    I’m new to all this. But how do you invest 15 percent when Roth IRA has a $7000 contribution limit every year

    • @damondiehl5637
      @damondiehl5637 4 місяці тому

      If you make $47,000 or less, you can meet your 15% goal with just an IRA.
      But if you make that much, you probably have a 401k or 403b or some other retirement savings plan offered by your employer.
      If you make more than $47k and don't have a retirement plan from your employer, you will have to invest via some other non-retirement account, such as a high yield savings account, CDs, or a regular brokerage account.

  • @J_B17
    @J_B17 6 місяців тому

    Is this 15% of your income AFTER you have sacrificed salary and employer matches it? For example, I sacrifice 6% of my salary tax free and employer matches it, do I then invest another 15% of take home? Or do I invest 9% of take home ?

    • @damondiehl5637
      @damondiehl5637 4 місяці тому +1

      15% of your household gross income. If your gross salary is $70k and your wife's is $30k, you have a gross income of $100k. Therefore you should contribute at least $15k toward retirement. Do not consider the employer match as part of that figure. That is above and beyond what you contribute.

  • @Cotton603
    @Cotton603 3 роки тому

    What did he say? Good growth stock mutual funds with a what? Smart vester pro? What is that

    • @DericAnslum
      @DericAnslum Рік тому

      ...advisors within his network...

  • @Ceedee9
    @Ceedee9 10 місяців тому

    How does pensions contributions impact the 15%

  • @imveryhungry112
    @imveryhungry112 3 роки тому +2

    Amazing advice

  • @injeranamitmita
    @injeranamitmita 2 роки тому

    any word on HSAs? Should those be considered part of 15%. they are for health but I know you can use them later on for non medical. Gracias

    • @znogaragego3421
      @znogaragego3421 Рік тому

      It’s a great vehicle to save so do it if you can.
      But you cannot use it to pay for non-medical expenses or other approved expenses. It has a hefty penalty worse than 401k.

  • @lekolanetheministry8789
    @lekolanetheministry8789 4 місяці тому

    I wish for a south African Dav Ramsey

  • @shami9773
    @shami9773 11 місяців тому

    What should you do if you make too much for the Roth IRA and are above the income limit.

    • @craigerickson4037
      @craigerickson4037 11 місяців тому

      In that case you would look in to what's called a " back door roth "

  • @seven719
    @seven719 2 роки тому

    Dave mentions Match beats Roth and Roth beats Traditional. But does a Non matching 401k beats a Roth IRA? Also where does a annuity, pension and social security fit into this equation?

    • @Gardocki74
      @Gardocki74 2 роки тому +1

      No. Matching beats roth but Roth beats traditional 401k.

    • @chief5981
      @chief5981 Рік тому

      I just started a federal job. Was going to adjust tsp up to 15% with first check i saw the gov is already taking 4.4% for my pension. I suppose I invest 11% into tsp

    • @damondiehl5637
      @damondiehl5637 Рік тому

      Anything that matches is an instant 100% return on your money.
      Keep in mind that 401k and IRA are just different types of accounts. In and of themself, one is not better than the other. You can contribute more money each year into a 401k. There are contribution limits for each type of account (401k = $22,500 IRA = %6,500). The real difference is Roth versus Traditional.
      Contributions to a Roth account (401k or IRA) cannot be deducted at tax time each year. But all the money comes out tax-free.
      Contributions to a Traditional account (401k or IRA) are deducted from gross income at tax time, but everything that comes out in retirement is taxed.
      Pensions are getting pretty rare. They are outside of the realm of IRA and 401k. A pension is money an employer pays you in retirement.
      Social Security is also outside of the realm of IRAs and 401ks. That is money the government send you. How much they send depends on how much you have earned over your lifetime. The government measured the 35 highest earning year of your career. Whatever number that comes up to determines how much they pay out to you.

    • @damondiehl5637
      @damondiehl5637 Рік тому

      @@chief5981 15% is not a magic number. If you can afford to contribute more, you should do it.

  • @Bako-b8j
    @Bako-b8j 3 місяці тому +1250

    Been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, heard some guy speaking of making over a million dollars from a $300k capital and I'm driven to ask what skillset and strategy can generate such profit??

    • @Bridget-l7p
      @Bridget-l7p 3 місяці тому +3

      Avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @trazzpalmer3199
      @trazzpalmer3199 3 місяці тому +2

      Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

    • @DavidLucas-so8rr
      @DavidLucas-so8rr 3 місяці тому +1

      Please who’s this consultant ?

    • @trazzpalmer3199
      @trazzpalmer3199 3 місяці тому +1

      "Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

    • @SarahTaylor_
      @SarahTaylor_ 3 місяці тому +1

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @tubenachos
    @tubenachos 2 роки тому

    There's so much I want to spread my investment VOO, VTI, VNQ how should I divide it?

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 2 роки тому

      I would go for 10% dividend paying ETFs if you have a retirement account. If you have a brokerage (taxable), 10% stocks. Those above will get eaten up by inflation.

    • @damondiehl5637
      @damondiehl5637 Рік тому

      If you invest in VTI and VOO, you are buying some of the same stocks in each fund.
      VTI is the entire US stock market.
      VOO is the S&P500, a subset of VTI.
      VNQ is also a subset of VTI.

  • @Veteran2002
    @Veteran2002 Рік тому +103

    What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk

    • @BenjaminMcLeod815
      @BenjaminMcLeod815 Рік тому +2

      Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.

    • @Alejandracamacho357
      @Alejandracamacho357 Рік тому +3

      With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds

    • @Natalieneptune469
      @Natalieneptune469 Рік тому +1

      Pls who is this coach that guides you? I’m in dire need of one

    • @Alejandracamacho357
      @Alejandracamacho357 Рік тому +4

      My consultant is NICOLE DESIREE SIMON She has since provide entry and exit points on the securities I focus on. You can look her up online if you care for supervision.

    • @Natalieneptune469
      @Natalieneptune469 Рік тому +3

      I Found her online page by searching her full name, I wrote her an email and scheduled a call, hopefully she responds soon. Thanks

  • @xfhnhhgjbvcfg
    @xfhnhhgjbvcfg 3 роки тому +13

    Can pay 40 Grand worth of dead off in 12 months... But it's going to take four to six months to save up 10 grand? Doesn't add up

    • @KinggCornn
      @KinggCornn 3 роки тому

      I imagine she is making rough estimates

    • @katherinebartenslager5647
      @katherinebartenslager5647 3 роки тому

      They may be expecting an random lump some of cash from something or may have seasonal changes in their career.

    • @MCgrease08
      @MCgrease08 3 роки тому +1

      @@katherinebartenslager5647 Or they sold stuff.

    • @christopherenge4934
      @christopherenge4934 3 роки тому +5

      If they are really true Ramsey believer types, which sounded like they are since she implied they weren't taking the husband's match, they may be planning to turn off the gazelle intensity after getting out of debt. Crazy cheapskatery now, less cheapskatery later.

    • @bartathalon1
      @bartathalon1 3 роки тому +2

      They may have some things that need cash flowed after finishing the debt ... car, home repairs, vacation after being gazelle intense for so long.

  • @denniskingmoney
    @denniskingmoney 10 місяців тому +1

    Remember when they say 15% it means 30-50% for us regular people .

    • @damondiehl5637
      @damondiehl5637 8 місяців тому

      No, it means 15% of your gross income. There is no hidden trick, no one is trying to fool you. If you invest 15% of your household gross income in quality investments, you will probably have enough in your retirement accounts to live at whatever level you are accustomed to, provided you have followed the Baby Steps (emergency fund, no debt, etc.). If you invest it all in doge coin, it's probably not going to happen.

  • @uriel-heavensguardian8949
    @uriel-heavensguardian8949 3 роки тому +1

    Awesome video!!!!!

  • @coreypattmon981
    @coreypattmon981 2 роки тому

    As of yesterday i put 15% of my paycheck into a roth account with my current job but i was told from my boss that they don't match it should i still keep the Roth and keep it moving?

    • @chief5981
      @chief5981 Рік тому

      The only time I hear Dave tell people to do traditional is when they are in their late 50s/ early 60s. If that helps.
      Sucks they don’t match but nice work

    • @damondiehl5637
      @damondiehl5637 Рік тому

      Yes. It's still a retirement account, with special tax rules. Your 401k allows you to contribute $22,500 per year. Why not take advantage of that?
      You can only contribute $6500 into your IRA each year. Put money into your 401k and if you still have money to invest, put it in your IRA. That's $29,000 per year.
      The other consideration is type of 401k and IRA. If you go Traditional, you can deduct the contributions at tax time. But everything is taxed as it comes out.
      If you go with the Roth versions, you can't deduct your contributions, it everything comes out tax-free.
      Do you want the tax break each year you work, or do you want it all to come out during retirement tax-free?

  • @kellyhughes4017
    @kellyhughes4017 3 роки тому

    Thanks!!!

  • @nothing-oj1sz
    @nothing-oj1sz Рік тому

    There are industries that never give people raises in their entire career. What a jerk!!

  • @MarriageisDope
    @MarriageisDope 6 місяців тому

    Question how is he and his wife investing in Roth if the most you can make is 240k combined
    Please help. I was so excited to begin this and got gut punched because our income combined is 275k
    What are our options?

    • @damondiehl5637
      @damondiehl5637 4 місяці тому

      There is no income limits for participation in 401ks. If your employer offers it, you can participate.
      Income limits apply to IRAs.