Episode 139: Becoming Financially Literate About Investing

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When pursuing balance in every area of your life, you need to take a hard look at your finances. For some, sticking to a budget or saving for something special is all it will take to bring a bit more balance to that area. For others, they are looking to take their finances beyond budgeting. If you are one of those families that is ready to start investing, this episode is for you! My guest today is Susan Jeanach from Modern Suzy. She has some principles and tools that any family can start using to bring up their financial literacy about investing! 

About our guest

Susan has a degree in marketing, but she has worked in finance at an investment brokerage for five years. She made the difficult choice to leave the industry after the birth of her child, due to the inflexible nature of finance. Working now on a freelance basis and as a successful blogger, Susan uses her experience and expertise to motivate and empower women to look deeply at their financial situation. She is creating resources that women can use to become financially literate in an easily accessible way. Susan is also a part of the Women Rock Money Movement, frequently collaborating with other women in the financial space. 

Susan starts out this week by giving us a realistic picture of what an investment portfolio is, and that it takes time to build. She will help you understand risk, and why too little and too much risk are both bad things. 

Taking a risk assessment online will help you understand your own personal risk tolerance.
— Susan Jeanach

Tips shared on the show 

  1. Understand Your Risk Tolerance for Investing.

  2. Learn About Investment Opportunities Within That Tolerance First.

  3. Select Companies that Align With Your Values

When we talk about money, we tend to get overwhelmed with investing. Susan makes these topics extremely accessible, and easy enough even for a novice like me to understand. Take some of these tools and put them into action. Ask God what He is calling you to do with your finances, and in faith take practical steps towards improving your investments. 

Learn more about our guest

Modern Suzy

 

 

 

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