LRC Fundamentals Day 33: Investment Goals

LRC Fundamentals Day 33: Investment Goals

By TheBudgetnista -  Tags: ,


New to Live Richer Challenge: The Fundamentals? Learn more about it HERE

Need to catch up? Click on the link where you left off and then come back!

Day 25: Interest Rates

Day 26: Higher Score

Day 27: Credit Clean Up

Day 28: Review, Reflect, Relax

Day 29: Policy Review

Day 30: Competitor Quotes

Day 31: Negotiate

Day 32: Knowledge is Money

Week 5: Insurance & Investing

Today’s Easy Financial Task: Identify investment goals and current investments

How to rock this task:

  • Identify your investment goals. Use a retirement calendar to help
  • Take out and review the investments that you currently have

Now that you’ve gotten comfortable with some investment definitions, let’s identify your investment goals and review your current investments.

Yay, it’s another video day! In this week’s video, I share how to define your risk tolerance, and your investing: why, when, what and how.

Watch now...


The most important part of investing is setting a goal. Without one you won’t know what to work towards or how to measure success. An easy way to establish a goal is by using a retirement calculator to discover exactly how much you need to invest to retire comfortably. Try the Prudential's Retirement Plan Savings Calculator here:

Once you’ve identifed how much you’ll need to retire, take out and review your portfolio. Don’t know what you’re looking at? That’s okay, make a list of questions that you have because tomorrow we’ll start to get them answered. Some of the things you should be looking for are:

  1. How much money you have invested.
  2. How well your investments are doing.
  3. Your investment allocations.
  4. Your investmenrisk tolerancece (conservative, moderate, or aggressive).

LearnVest has a quick quiz you can take to identify your investment personality here:

If you don’t have any investments, don’t panic. Now’s a great time to start. Tomorrow I’ll show you how to get professional help to get you up and running. Also, remember we'll be starting a LIVE RICHER Investment Club soon. Yup! 🙂

Today I have identified my investment goals. Day 33. #LIVERICHERChallenge #pruwomen Click To Tweet

What are your investment goals? What's your investment personality? Share them with me in the comments below.

Live richer,


You can reach out to me here:

twitter: @thebudgetnista

instagram: @thebudgetnista

Facebook: The Budgetnista

Private Forum: Dream Catchers : LIVE RICHER

(If you’re new to the Dream Catchers: LIVE RICHER forum make sure to fill out the questionnaire HERE before requesting to join.)


*** Have you just started the Challenge? Want to catch-up? Want to do the challenge again later? Want to work through the LIVE RICHER Challenge in a workbook as well? You can do it ALL with the LRC Book. Get it here NOW: LIVE RICHER Challenge Book ***

Screenshot 2015-01-28 10.11.15



My Lisa Rule: I have 4 sisters and Lisa is the baby (well she’s not a baby anymore). Of all of my sisters I’m the most protective over her. Before I share any product or service with you, it must pass my Lisa Rule.

What’s the Lisa Rule? If I would not advise Lisa to use a product or service, I won’t advise you to. YOU are my Lisa. I feel protective over you and your financial journey.

The products/services mentioned in this post pass my Lisa Rule. Yes, I'm an affiliate, but I would not recommend a product or service that I didn’t believe was helpful and useful. 

Get FREE Weekly Goodies!

Join the mailing list to get FREE weekly budgeting goodies directly to your inbox.
Tiffany “The Budgetnista” Aliche is quickly becoming America's favorite, personal financial educator. The Budgetnista is also an Amazon #1 best selling author (The One Week Budget and Live Richer Challenge), sought-after speaker and teacher of financial empowerment.
DISCLAIMERThe views, thoughts, and opinions expressed in this website belong solely to the guest author, and not necessarily to Tiffany Aliche, or any of her partners, affiliates, heirs, or assigns.
© Copyright 2020 - The Budgetnista Blog - All Rights Reserved
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram