Investing and Coffee

Equipping Points:

In the fall, a lot of people are ready to cozy up with a coffee or latte in their favorite mug. For fun, we talk about the different types of coffee drinks and what kind of investors that might make them. Do you take your coffee the same style you do your investments? Which one are you?

Listen to the entire episode or skip ahead to a particular question using the timestamps below.

  • No frills, straight-forward investing is kind of like straight black coffee. [1:15]
  • Need a plan? You might want something simple and easy to make a decision. [3:06]
  • Overthinkers might want all the bells and whistles when it comes to their coffee. [5:17]
  • Is there such a thing as a good thing when it comes to investing? [7:07]
  • Need a quick fix and think crypto is your solution like a single shot of espresso? [9:06]

 

Today’s Takeaway:

Related Resources:

Mailbag: Advisor Reviews

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The host: Eric Peterson - Contact - Call: (515) 226-1500

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