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

Podcast |: Stay Wealthy Retirement Show
Publisher |: Taylor Schulte, CFP®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Jul 26, 2022
Episode Duration |: 00:22:37

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.

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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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