Investing should support your plan, not drive it.

In this episode, I break down Pillar Four of the Plan First Financial Path, Invest with purpose. This pillar focuses on slowing down and being intentional about how and where you invest, instead of chasing speculative ideas or the next hot stock tip.

We talk about why time horizon matters, how different types of accounts serve different roles, and why short term money should be invested conservatively. I also explain why Roth accounts are often positioned more aggressively due to their long term, tax free growth potential, while money needed in the next five years may be better suited for cash, high yield savings, or CDs.

This episode also covers the importance of automation, setting up consistent contributions, and paying yourself first, so investing becomes a habit instead of an emotional decision.

When the plan dictates how you invest, emotion fades and purpose takes over. This episode explains why investing comes after clarity, foundation, and protection in a holistic financial plan.

investing with purpose, retirement investing, Roth IRA strategy, investment time horizon, personal finance podcast, plan first financial path, long term investing

Helping you to be wise with your money!
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