The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

Stay Wealthy Retirement Podcast
26/07/2022 22 min Episodio 162
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

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Episode Synopsis

Today, Jeremy Schneider unveils his Ultimate Investing Checklist. In fact, you can use this 7-step checklist to measure your current investing strategy. You can also use it to: Optimize your tax bill Maximize your risk-adjusted returns Eliminate costly mistakes If you want to learn how to cut through the nonsense + optimize your investment portfolio, this episode is for you. ----- Over age 50? Need retirement + tax planning help?  👉 Get Started With a Free Retirement Assessment  To grab the links mentioned in today's episode, visit the show notes page.

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