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The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy
Manage episode 335487157 series 1521440
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.
199 епізодів
Manage episode 335487157 series 1521440
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.
199 епізодів
Усі епізоди
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