• 76. How do I Change my Investments as I Approach my Goal?

  • May 21 2024
  • Length: 34 mins
  • Podcast
76. How do I Change my Investments as I Approach my Goal? By cover art

76. How do I Change my Investments as I Approach my Goal?

Listen for free

View show details

  • Summary

  • Many of us have goals we're saving towards, whether for the short, medium, or long term.

    If your goal is in the medium term (3-5 years) or long term (5+ years), you might wonder if you need to adjust your investments or savings strategy as you get closer to achieving it.

    Or, you might be nearing your goal and not realize it could be beneficial to change your asset class—and that's okay too. So, what should you do as you approach these goals? Let’s discuss.

    Specifically, we chat about:

    • Is there a ‘right’ time to take action i.e. too soon or too late?
    • When you SHOULDN’T take action? E.g, Being shaken by market volatility even if your goals are still far away
    • How does the level of risk you take affect your investments? (Growth vs income assets)
    • A specific example where you may want to change your asset allocation


    If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

    SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify

    Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
    Got questions? Get in touch: www.itsnosecret.co.nz

    Show more Show less
Economics Personal Finance Personal Success
Show more Show less

What listeners say about 76. How do I Change my Investments as I Approach my Goal?

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available