Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness," shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence. The audiobook, which is narrated by Jamila, and the eBook are available in the Apple store. As a money expert who “walks her talk” she helps brave listeners also known as Journeyers; gain clarity around their finances and create an actionable plan to reach their goals. Her mission is to teach, inspire and help others reach Financial Freedom and Financial Independence.
http://www.journeytolaunch.com/
episode 318: Investing for Wealth Accumulation & Exploring Direct Indexing with Rich Compson of Fidelity Investments
The introduction of mutual funds was a game-changer for the average American, allowing them to gain access to financial markets once only the wealthy had access to. Then ETFs came along and helped with diversification and potential tax efficiencies with intraday trading. What’s next?
Rich Compson, Head of Wealth Management at Fidelity Investments joins us on the Journey To Launch podcast to discuss how “direct indexing” is the next evolution of market access for Americans. We also talk about general investing topics and why investing is important to building wealth.
In this episode, you’ll learn more about:
- Definitions and basic concepts of investing
- The order of operations for successful (and financially responsible) investing
- Why technology and social media has made investing more affordable + accessible
- What Direct indexing is, the benefits of tax loss harvesting, how you can start direct indexing today + more
For more check out Direct Indexing Overview by Fidelity here.
Other Links Mentioned in episode:
- For more check out Direct Indexing Overview by Fidelity here.
- Check out my new personal website here.
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