Interested in investing, but not sure where to start? Do you want to start investing, but you’re worried about the risk involved and the losses you might incur as you’re inching closer to retirement? In today’s episode, Jess is chatting with Gerri Walsh to help ease some of the mystery and uncertainty around investing. Among many (many) other things, Gerri Walsh is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA).

In this rich discussion, we’ll be talking about what FINRA does, the rule of 72, how investments fit into the 3-legged stool of retirement planning, diversification, risk tolerance, circles of competence, resources that can support you on your journey as an investor, and more! This is the first episode in our 3-part investment series. Give us a listen for some ideas on how to safely maximize your investments! 

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