11.6.25T: Check these four boxes before you investing anything

07/11/2025 26 min

Listen "11.6.25T: Check these four boxes before you investing anything"

Episode Synopsis

Join Joe Soto as he delves into the essentials of investment decision-making. With over two decades of experience in wealth management, Joe shares his insights on understanding the people, process, price, and product involved in any investment. Discover the frameworks that can help you make informed financial decisions and avoid the pitfalls of the "shiny object syndrome." Whether you're a seasoned investor or just starting, this episode offers valuable lessons to empower your financial journey.

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