Jeff Rogo

speaker

233 appearances 3 recordings 1 series first heard Oct 2018 last heard Mar 2023

Jeff Rogo’s voice in public audio — every appearance, attributed to the second.

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I might think about if you cut down to the bone, maybe add a little bit more meat.

Again, you don't have to go all the way to 10.

7% can make a big difference.

And I think we're starting to see some people do that.

I don't think that there's a such thing as saying, I'm just going to throw a bunch of money in the market and throw caution to the wind.

Typically, the way that works is eventually you get a surprise.

Thank you for having me.

Well, I think it's important to, the first thing to ask yourself is, what am I saving money for?

In your life, you're going to have inflection points.

You're going to have

the maybe student loans you have to pay off and what the due date is of that.

You're going to have a home that you will hopefully purchase someday.

You will have a retirement you have to fund.

There are these loans.

You'll have kids' college.

So as you think about you've created a pool of money, you then think about how do I allocate it so that this money can grow financially

for those periods in the most tax incentivized way.

I don't think you can invest without those goals.

If you don't know what those inflection points are, those points that matter in your life, I don't think it's possible to invest.

I don't think that there's a such thing as saying, I'm just going to throw a bunch of money in the market and throw caution to the wind.

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