On this episode of Pocket Change, Brant Tibbs, Leaders Investment Services, LPL, and co-hosts Shea and Mary Helen chat about investment possibilities. Brant shares a basic overview of investment types and gets into the differences between 401K, IRAs, Traditional, and Roth. If you are confused by your options, this is a great episode to learn the basics of investing 101.
Key moments:
5:45 – 6:37 (Difference in 401K and IRA)
6:55 – 7:28 (Difference in Traditional IRA vs. Roth)
8:50 – 9:14 (Brant explains what you need to succeed, "drive and direction")
11:22 – 11:56 (We all take a different journey to reach our goals)
If you don't know where to start with your investment journey, Leaders Investment Champions are here to guide you. Learn more at https://www.leaderscu.com/investments.
Pocket Change is presented by Leaders Credit Union.
