Cash Is King: Part 1 - Saving vs. Investing

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  • Опубліковано 18 лис 2024

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  • @Snd_1911
    @Snd_1911 7 років тому +22

    Good point, but I want to point out saving does not mean value won't change. You forgot inflation, aka losing money's value even when you didn't invest it.

    • @user_abcxyzz
      @user_abcxyzz 7 років тому

      David Chen. solution: conservatively diversify

    • @pk97021
      @pk97021 7 років тому

      David Chen agree

    • @ryanl3407
      @ryanl3407 7 років тому +1

      With investing, you have a chance at increasing your portfolio value. With savings, you know it will decrease with inflation.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Thank you so much David! I'm not sure why I didn't see your comment until now, but I appreciate your feedback and insight!
      Yes, you are absolutely correct that a dollar today is not the same thing as a dollar in the future, because inflation erodes the purchasing power of that dollar, even though you may have preserved the actual dollar itself.
      The key is to recognize that risk does not equal returns. You don't have to put money at risk, just to beat inflation. The objective is to find safe ways to save money, where it is guaranteed to hold it's dollar value, that the growth will be high enough to outpace inflation.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Ryan,
      Saving and investing are both essential elements of a well-functioning personal economy. They work together, hand in hand. But they have different roles and purposes.
      Savings is liquid, safe money that I can use for emergencies and opportunities. Without this, my only way to pay for future needs or investments is with future income, or to take out a loan.
      The goal of investing is to create a return, either in cash flow (income), interest, or appreciation.
      Knowing the principles of creating a healthy cashflow system in your financial life is the first step. Knowing what you're working to accomplish is the second.
      Safety, liquidity, and growth are ways you can measure a financial instrument.
      The goal of savings is safety and liquidity. Ideally, you'd want growth that beats inflation as well.
      The primary goal of investing is growth.
      The first goal is to save and build up an Opportunity Fund.
      Meanwhile, I want to develop my Investor Identity to understand what investment classes I most know and control. I do this to focus and to minimize investment risk. Most people invest in deals that they think are too good to pass up, or hope will make them money because someone else told them it was a good idea. You need clarity around your investing strategy so that you can focus on the best investments for you, that match your Investor Identity, that you have the most knowledge of and control over, and that match your specific financial objectives, whether that be for appreciation or cash flow. The more knowledge and control you have over your investments, the lower your risk.
      Successful investors don’t diversify and hope something works out. Instead, they get really clear on the right investments for them, know exactly what that deal looks like, and stay in cash until the right deal surfaces.
      Then, I want to deploy that capital into that investment that meets my criteria. If my goal was to create more cash flow, I’ll then have more to save each month to rebuild my Opportunity Fund, so that I can have more to invest in the next deal.
      We wrote a whole series on savings vs investing here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/
      We’re continuing to create fun, simple, and doable financial education on this and other topics with The Money Advantage podcast, articles, and videos here: themoneyadvantage.com. This is the updated UA-cam Channel: ua-cam.com/channels/Us1TpZ6gJN2LxJYBsohd9w.html.

  • @awimbawap
    @awimbawap 7 років тому +1

    Agree! Invest STRATEGICALLY. Study before you buy, when and which stock. Also, save FIRST before you invest because investments are not liquid cash.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Glad you liked it. We have a new channel here: ua-cam.com/users/themoneyadvantage
      P.S. We created a whole series of articles, podcasts, and videos on savings and investing starting here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @goodone8041
    @goodone8041 3 роки тому +2

    I agree with your points especially in a down market when opportunity arise. What percentage of saving should you keep ? 25 percent of your net worth ?

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  3 роки тому +1

      Thank you for watching! There are two aspects to savings, one is what percentage of your income do you set aside, and then how much do you always keep in your emergency fund. Savings serves two primary roles, one is for emergencies and the other is to seize opportunities. As long as your emergency fund is taken care of, then the rest of your savings can be deployed into the right opportunities when they come along. To get our full take on this check out the article on our site here: themoneyadvantage.com/how-to-save-like-the-wealthy/

  • @ganeshn9650
    @ganeshn9650 5 років тому +2

    Fantastic!!! This is what I followed.. I am 43 yr old and saved roughly 700k in traditional no risk savings( in 13 yrs) . The returns @ 2-3% I invested into 3 categories - Risky, Moderate and zero risk investments. Though my growth may not be as great as someone investing in equities in the short term, I have a strong foundation to weather a turbulence and also sleep well at night.I believe I will be good long term. I am speculating something I can afford to loose.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Ganesh N,
      Glad to hear that! If you would like more info on how to boost returns on liquid capital without giving up access to cash check out or privatized banking guide here: themoneyadvantage.com/privatized-banking/

    • @mikek545
      @mikek545 5 років тому +1

      Why so conservative? I am also 43 and literally invest 90% of my income on high risk investments. We are still very young.

    • @real8342
      @real8342 2 роки тому

      If you would’ve put that in Bitcoin,you would’ve been a millionaire

    • @jaynycha1705
      @jaynycha1705 2 роки тому

      @@real8342 this comment did not age well.

  • @kolis447
    @kolis447 6 років тому +3

    Best of the advantages of investing can be taken if you have ready money available.
    Cash is king...

  • @kamakazecam
    @kamakazecam 5 років тому +5

    You have to save to be able to invest your savings

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому +1

      Thank you for commenting!
      Very true. We see savings having two purposes:
      1) Emergencies
      2) Opportunities

  • @reyahdilz
    @reyahdilz 6 років тому +5

    Money goes down in value because of inflation of cost on everything

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Its not just about savings. Savings and investing go together!

    • @ryacky
      @ryacky 4 роки тому +1

      @@marshallsinsuranceandfinan8711 savings in cash decrease in value over time due to inflation. Investing in the markets may be volatile in the short term, but in the long run the market trends up. So you're better to be invested and only keep an emergency fund in savings so that you don't need to sell your investments and incur capital gains taxes or be forced to sell your investments at a bad time.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  4 роки тому

      ​@@ryacky Absolutely. We are not saying put all your money in savings and sit on it. We are saying you need a systematic way to set money aside that can be used for an emergency AND opportunity fund. Then invest in things you know and can control. However, you should keep reserves for emergencies. Its the act of savings that matters. To find out more, here is a 7 part series on saving and investing: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @kerryjoseph1648
    @kerryjoseph1648 6 років тому +2

    I agree cash is king. I also believe there is good debt and bad debt. On one of ur videos you stated dont pay ur house off. Why? Wouldn't that be financial freedom? More cash flow to invest to create more positive cash flow. Now i do agree on not empty ur saving on ur debt and not have a emergency fund. Thats why im a fan of the chunking systems. Where u pay a lump sum to cut the interest to pay ur debt off early and still have ur saving.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Kerry,
      I believe this article and podcast we created on opportunity cost will answer your question: themoneyadvantage.com/opportunity-cost-the-invisible-cost-of-financing/
      P.S. We have a new channel here: ua-cam.com/users/themoneyadvantage

  • @RealityExposedChannel
    @RealityExposedChannel 4 роки тому +3

    Dollars lose purchasing power because the fed prints

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  3 роки тому

      Absolutely. We are not saying put all your money in savings and sit on it. We are saying you need a systematic way to set money aside that can be used for an emergency AND opportunity fund. Then invest in things you know and can control. However, you should keep reserves for emergencies. Its the act of savings that matters.

  • @jasonsharkey2237
    @jasonsharkey2237 7 років тому +2

    What if the value of tour currency changes? is anything really free from risk of loss? when you consider how many toxic mortgages the us fed has on the books still wouldn't you look at savings in other things low risk?

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Everything has risk, the key is to mitigate risk. While savings does not have "Market Risk", that does not mean there is absolutely no risk.
      A dollar today is not the same thing as a dollar in the future, because inflation erodes the purchasing power of that dollar, even though you may have preserved the actual dollar itself.
      The key is to recognize that risk does not equal returns. You don't have to put money at risk, just to beat inflation. The objective is to find safe ways to save money, where it is guaranteed to hold it's dollar value, that the growth will be high enough to outpace inflation.
      We emphasize investing in things that you know and can control which produce cash flow. Savings supports investing, it is not a replacement for it.

  • @0Pain0Gain
    @0Pain0Gain 5 років тому +1

    I am all for saving...but let's make sure we are not saving them under our couch or mattress and lose it to inflation or bed bugs...let's just invest it...they (investments) have the potential to lose value but if you buy good investments and hold them for a substantial amount of time they will typically appreciate...so save to invest and not save to save only...because that's a sure way of losing money (value of saved money).

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Saurav,
      Thanks for commenting! Yes that is what we believe. Save automatically and invest intentionally in things you understand and can control.
      We wrote a whole series of articles and podcast recordings on this topic starting here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

    • @0Pain0Gain
      @0Pain0Gain 5 років тому +1

      @@marshallsinsuranceandfinan8711 I am going to check them out now...Thank you for sharing the link...Cheers!

  • @ThePeoplesPlugBMWI3
    @ThePeoplesPlugBMWI3 6 років тому +1

    I get your point I just don't think that's what most people do and inflation kinda ends this argument with one word.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Brandon,
      You don't have to put money at risk, just to beat inflation. The objective is to find safe ways to save money, where it is guaranteed to hold it's dollar value, that the growth will be high enough to outpace inflation.
      We are not advocating only savings. We want both. Savings is a place to store cash between deals. An emergency/opportunity fund.

  • @lilylanoue
    @lilylanoue 7 років тому +2

    Is mutual fund saving or investing when the return is only 2%??

    • @sushantkudalkar417
      @sushantkudalkar417 6 років тому

      susan xD Mutual funds are investment but that 2% is poor returns on it😂😂
      You need to analyse the mutual funds trends well or either invest for atleast 2 to 3 yr to earn good return on it....!!

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  3 роки тому

      Thank you for watching! You can find out more in our series on savings and investments here: themoneyadvantage.com/blog/

  • @SajatulA
    @SajatulA 5 років тому +2

    Just a video I was looking for ❤️Answers almost 87% of my questions

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Glad you liked it.
      What questions do you have? Maybe we can help :)
      P.S. We have a new channel here: ua-cam.com/users/themoneyadvantage

  • @zoefofo7769
    @zoefofo7769 6 років тому +2

    I only have savings to pay Bills. The lion share of my money stay invested. Of course I keep side cash to invest more

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому +1

      We are not saying to only have savings. We are saying have both savings and investing. Also, invest intentionally in things you know and can control so that you can minimize risk. We wrote a whole series on saving vs. investing here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @Eric-zs6rd
    @Eric-zs6rd 6 років тому +7

    Consider this: Both of your great grandfathers in 1940 was a typical joe making the median 1940 salary of $956. Great Grandpa on your mom's side manages to save an entire years salary and puts it in a bank to "save cash" or stuffs it under his mattress to one day pass on to you. Great Grandpa on your dads side also saves 956 dollars, but he invests it into the SP 500, called the "composite index" of that time. In 2018, time to pass it on, Grandpa one still has 956 dollars. Grandpa 2 would have 3.6 million dollars to pass on to you. Which one was the financially smart one? Nothing ventured, nothing gained. Build yourself enough of a nest egg to shelter yourself in case of emergency and then invest the rest. This video is the worst financial advice I have ever seen.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому +1

      We are saying do both savings and investing. Savings is for an emergency/opportunity fund.
      We created a whole series of articles, podcasts, and videos on savings and investing starting here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

    • @mikek545
      @mikek545 5 років тому

      I agree 100% Grow some fucking balls people. America was built on entrepreneurship and capitalism.

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  3 роки тому

      @Drake We are not saying put all your money in savings and sit on it. We are saying you need a systematic way to set money aside that can be used for an emergency AND opportunity fund. Then invest in things you know and can control. It's the act of savings that matters. We wrote a whole series on this here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @TheChrist559
    @TheChrist559 6 років тому +1

    But what if you have to buy the dip!! Thats my problem!! it’s hard to save!

  • @JayCoupar
    @JayCoupar 7 років тому +10

    Saving paper money is dumb. Leverage it into investments

    • @Filmaker25
      @Filmaker25 6 років тому

      nom way man those crash

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  3 роки тому

      We are not saying put all your money in savings and sit on it. We are saying you need a systematic way to set money aside that can be used for an emergency AND opportunity fund. Then invest in things you know and can control. It's the act of savings that matters. We wrote a whole series on this here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @magicworld3242
    @magicworld3242 3 роки тому +1

    Great video 😊

  • @skylartuckergrowingup2885
    @skylartuckergrowingup2885 7 років тому +3

    Wish I could get my son to understand that.

  • @randombanana640
    @randombanana640 2 роки тому +3

    pay yourself first 😁

    • @TheMoneyAdvantage
      @TheMoneyAdvantage 2 роки тому

      Thank you for watching! We have moved to a new channel: ua-cam.com/users/TheMoneyAdvantage

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  2 роки тому

      Thank you for watching! We have moved to a new channel: ua-cam.com/users/TheMoneyAdvantage

  • @sduncanfoto
    @sduncanfoto 5 років тому +2

    solid advice

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      S Duncan, Thanks for the comment.
      We wrote a whole series on saving and investing that you might like starting here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @pelomocho8567
    @pelomocho8567 4 роки тому +1

    Pretty and smart !

  • @michaelallen6084
    @michaelallen6084 6 років тому +1

    Cash is king .. but doesn’t trump compounding interest. What happened when you tuck 100 dollars in your closet for 100 yrs .. depending on inflation your 100 dollars is worth 100 dollars.. 100 dollars 100 yea ago was worth a lot more. But today not so much . Investing is important and diversification is more important

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Thanks for the comment!
      When we say cash we don't necessarily mean under your mattress or in a can. We created a whole series of articles, podcasts, and videos on savings and investing starting here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @leakfamilyvalues425
    @leakfamilyvalues425 7 років тому +1

    I am using cash silver gold and platinum as savings and 401k as investing. savings are at at least 10% investing is at 3% for now. just started a new job.

  • @ilhammunajid6796
    @ilhammunajid6796 7 років тому

    Saving is investing with 99,9% risk of loss

    • @ilhammunajid6796
      @ilhammunajid6796 6 років тому

      +Marshall's Insurance and Financial Services, Inc. There is 99.9 % probability that a saving's value would be loss through economic inflation. That'll be around 8% pa in my country

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      Ilham,
      In your country, you may need to find an alternative currency or asset to hold savings.
      We produced a whole series of articles/podcasts/videos on the topic of savings and investing here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/
      You may find this helpful.

  • @fatalln13
    @fatalln13 7 років тому

    Nice Video!!! People always wonder why I prioritize stashing my cash rather than blowing it! I live in an expensive State and city and am without full-time work, so I've learned to save every bit I can. Maybe if I had an the option for a company to match a 401k, I'd start one. What should I do Rachel continue saving of get a full time job????

    • @fatalln13
      @fatalln13 6 років тому

      contract work has making anywhere from 2 to 4 thousand a month. With your advice on paying myself before my landlord, I have 2-3 years of living expenses if I suddenly had to stop working. But because his contract work I don't have any type of retirement, should I continue saving, invest a small amount, or enjoy my life in San Diego while I can afford or scape by to live here?

  • @zoefofo7769
    @zoefofo7769 5 років тому

    You are making a mistake by confusing investing and speculating. It's not the same. Investing is a long term process which significantly reduce risks unlike speculating is simple you gambling. Now that is risky. Savings is even worse then all. Because you are literally loosing money

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 років тому

      zoe fofo,
      We are saying to save automatically first, then invest intentionally. When investing we are saying to invest in things that you know and can control.
      Safety, liquidity, and growth are ways you can measure a financial instrument.
      The goal of savings is safety and liquidity. Ideally, you'd want growth that beats inflation as well. We see savings as the place you keep money for emergencies or in between investment deals. The primary goal of investing is growth.
      The first goal is to save and build up an Opportunity Fund.
      Next, we want to develop our Investor Identity so that we focus on the investments where we have the most knowledge and control over, and that match our specific financial objectives, whether that be for appreciation or cash flow. The more knowledge and control you have over your investments, the lower your risk.
      Successful investors don’t diversify and hope something works out. Instead, they get really clear on the right investments for them, know exactly what that deal looks like, and stay in cash until the right deal surfaces.
      Last, I want to deploy that capital into that investment that meets my criteria. If my goal was to create more cash flow, I’ll then have more to save each month to rebuild my Opportunity Fund, so that I can have more to invest in the next deal.
      We wrote a whole series on savings vs investing here: themoneyadvantage.com/why-the-wealthy-love-cash-savings-part-1/

  • @sreypheakoung625
    @sreypheakoung625 8 років тому +1

    thanks you

  • @maninblack7893
    @maninblack7893 6 років тому +1

    I can't get the message out of this video.
    You are too beautiful 😥

  • @adreamrealizedineternity
    @adreamrealizedineternity 5 місяців тому

    Dude savings is trash if there’s inflation biting that.. quack.. bite a piece of that savings why don’t you.. invest a little for longer.. quack quack

    • @marshallsinsuranceandfinan8711
      @marshallsinsuranceandfinan8711  5 місяців тому

      Thanks for watching! We are not saying save instead of investing; what we are saying is do both. Save automatically, then invest from your savings in things you know and understand.

  • @souiritv8355
    @souiritv8355 6 років тому +1

    You are sweet 😊😋