Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy
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Description
In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach. Sponsors Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo Code LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Money Pickle – Schedule a free 45-minute video chat with a vetted financial advisor and ask them anything about your financial situation. Go here to schedule your free session. Masterworks – invest in contemporary art Masterworks Disclosure: “net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd  Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter. Show Notes Catching Up to FI Money for the Rest of Us book See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More Episodes
There is no podcast episode this week, but we have a live webinar on stock market investing this Friday, May 3, 2024 at 11:00AM Pacific time. You can learn more and sign up at Assetcamp.com/webinar. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at...
Published 05/01/24
Published 05/01/24
Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics covered include:How have small caps performed relative to large caps over the past two decadesWhat factors contributed to the...
Published 04/24/24