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About Tara Falcone
Tara Falcone, CFA, CFP® is Founder and CEO of Reason, a goal-based investing platform empowering people to invest for specific goals in a more organized, intentional way. With Reason, you’re able to view all of your investments in one place, allocate investments to specific goals, and simulate and track your success.
She grew up in a low income family, became mostly financially independent at age 14, and was blessed with a full need-based financial aid scholarship to Yale University. After graduating in 2011, she began her finance career as a hedge fund analyst in New York City. It was there that her passion for investing was ignited, as was her desire to share that passion with others.
What You’ll Learn
In this episode we talk about:
- The lightbulb moment Tara had realizing that she could use investing for things outside of retirement
- How to start investing for short and medium term goals
- Investing equation to help you identify which investments to consider
- Why she started a goals based investing app
- How to use a “suck score” to help you choose your investments
- A different take on capital gains taxes for short and medium term goals
Resources
Try the app Reason: whitneyhansen.com/reason
Say hi on Instagram @whitney_hansen_co
