How To Master Cash Flow | Behind the Wealth

On this week's episode Roger and Elias discuss why women tend to be better investors than men, what personal finance skill is the hardest to master, why Americans can't afford the cost of their car repair, the return of the 60/40 portfolio, and how tipping culture has evolved in the U.S.

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Hosted By: Roger Abel
Guest Host: Elias Randel
Produced By: Molly Nordlocken

00:00 Introduction
01:33 Women Are Better Investors
13:50 Mastering Cash Flow
17:42 Americans Can't Afford This Common Cost
25:40 The Return of 60/40
30:23 The Evolution of Tipping

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Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

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Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing. 

Data Sources: 
LPL Research
CNBC Your Money Financial Confidence Survey

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