76. How do I Change my Investments as I Approach my Goal?

Many of us have goals we're saving towards, whether for the short, medium, or long term.If your goal is in the medium term (3-5 years) or long term (5+ years), you might wonder if you need to adjust your investments or savings strategy as you get closer to achieving it.Or, you might be nearing your goal and not realize it could be beneficial to change your asset class—and that's okay too. So, what should you do as you approach these goals? Let’s discuss.Specifically, we chat about:Is there a ...

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It’s No Secret is a podcast for Kiwis who want their money questions answered.Are you wondering when is the right time to get on the property ladder, whether you should invest with family or how to talk to your significant other about investing and budgeting? If yes, you’re in the right place. Our hosts Cat Emerson and Christine Jensen will answer these questions and more.They’ll take you through the ins and outs of all things finance, money, property, investing and building wealth so you can move towards achieving financial freedom. Whether it’s learning about budgeting, what to do with your savings or whether you should be investing in the share markets, we’ve got you covered.Each Tuesday we’ll release one short episode that answers a specific money question. No long ramblings and no financial jargon. Investing hacks, budgeting tips and financial freedom included.You’ll be left feeling inspired, relieved and ready to take the next step in your financial journey.Happy listening!Submit a money question or get in touch at our Instagram @itsnosecretnz