Your Best Financial Life

04: Building Financial Confidence with Apollo Lupescu

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Synopsis

We all want to be financially educated and invest in companies we believe will be the most impactful in regards to what we believe in, all while reaching our financial goals. In order to do this, it’s vital for you to reach out to a knowledgeable financial advisor and to set realistic financial goals. Today’s guest, Apollo Lupescu, is the Vice President and “secretary of explaining stuff” at Dimensional (the 7th largest mutual fund company). He talks about how to determine which companies to invest in, how to evaluate funds, and gives helpful tips on building financial competence. Tune into this episode of Your Best Financial Life with Scott Malbasa to start making better and smarter financial decisions.  Show Highlights:  Distilling concepts without jeopardizing their complexity  Financial competence  Equity and buying ownership in public companies  How to evaluate whether you’re on or off track  Why the MPR and the yardstick is pushed  How people should benchmark  Being on track with financial goals  Under

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