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?
To grab the links mentioned in today's episode, visit the show notes page.