Many of us invest to achieve financial independence. And that can mean lots of different things to different people. It can mean having the flexibility to pursue your dreams and take a chance on trying something new, pursuing a passion or moving to a new place. It can mean supporting your family and friends in pursuing their dreams.

We recorded this episode because we passionately believe that the pathway to financial independence is knowledge. In this episode we discuss the one thing that we believe every investor should know. No matter what approach an investor takes success often comes down to having a plan.

Creating a plan requires understanding the math behind saving and investing. We know math can induce anxiety, but we promise anyone can understand the basic concepts we go through. We hope you enjoy the episode and would love to hear any feedback at mark.lamonica1@morningstar.com.

Thanks for listening!

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