The last episode answered the question What the Heck is a 401K.
In case you missed it, it is an account you can set up through your employer where you can save a little money which will be invested in the stock market and managed for you. It is a great, no-brainer, easy way for you to save for your future.
We are going to continue with that same theme right now. My guest is Eva Agi, an Investment Advisor Representative with Gerber Kawasaki Wealth & Investment Management.
Translation: she is qualified to help you invest your money and make it grow so you can relax a bit when you are older.
And guess what? You don’t need to have a ton of money to start! It’s true.
There is no need to be intimidated by this topic. Eva does a great job of taking the fear out of the concept of investing and making it so easy to understand that you will start thinking that it isn’t so scary after all and you can do it too.
Spoiler Alert: You can!
For more information about getting your “financial house” in order, I recommend the following:
Episode 40: What the Heck is a 401K
Episode 18: How to Make a Budget and Get Out of Debt
Episode 10: Money Smarts: Things to Know to Make Your Money Grow. Here you will learn all the terms and definitions you hear about when it comes to investing
Episode 7: Living the Dream; Retirement at age 43. A true story of how Randi Levenbaum made a plan to retire early when she was 20 years old and did it by the time she was 43!
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About Evi Agi
Eva Agi is an Investment Advisor Representative with Gerber Kawasaki Wealth & Investment Management.
Eva was born in Los Angeles and holds a Bachelor of Arts in Political Economics, with a discipline in Globalization and International Trade Economics from the University of California, Berkeley.
During her time at UC Berkeley, Eva interned as a private acquisitions analyst within the technology sector. While collaborating with investors and CEOs, Eva gained meaningful insight into the world of finance. In the aftermath of her undergraduate experience, Eva sought a career where she could implement her financial and economic skill set towards bettering individuals’ financial futures.
As an Investment Advisor Representative, her biggest motivator comes from her ability to continuously help people. Eva’s innate ability to listen, synthesize, and impart information to her clients consistently leads her towards uncovering the best financial solutions to align with her clients’ objectives. Her forward-thinking and diligent nature, combined with her investment acumen, allow her clients to plan for the future, while also ensuring that they accomplish their short-term financial goals with confidence.
Outside of work, Eva contributes to the community as a volunteer for children’s literacy. She enjoys reading, cooking, hiking, and spending time with friends and family.
Resources
Email: eva@gerberkawasaki.com
Phone: 310-441-9393
Website: https://gerberkawasaki.com