In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.I also cover the following topics in this episode:- Our approach to investing- Introducing Tracy- Tracy's previous holdings- Tracy's new dividend portfolioLearn more about coaching calls with me: https://www.simplyinvesting.com/personal-assessmentDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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