How to Invest in a Business with Kelly Coughlin

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 8 March 2019

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Kelly Coughlin from EverydayCPA.com helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful business.

For more information, visit the show notes at http://moneytreepodcast.com/how-to-invest-in-a-business-with-kelly-coughlin

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Welcome to this week's episode of the Money Tree Investing Podcast.
0:14.0	Today we have a guest who will talk to us about investing kind of from an owner-oper operator standpoint and ownership assets. So I'm very
0:23.4	excited about that. We haven't talked about that on the podcast yet. So I'm excited to have our
0:27.6	guest on. But before we do that, if you're looking for more passive ways to invest, you might
0:32.8	be looking for betterment. Betterment is a robo-advisor that uses modern portfolio theory to help you
0:38.4	manage your portfolio and reach your financial goals. With Betterment, you don't have to worry
0:43.2	about what the market is doing on a day-to-day basis. Instead, use the stock market to help
0:47.4	consistently build wealth. For more information, visit Moneytreepodcast.com slash Betterment.
0:53.2	I use Betterment to manage my retirement fund and my travel
0:56.1	fund. That doesn't mean it's right for you. Check it out. Do your due diligence, moneytree
1:01.3	podcast.com slash betterment. And now let's turn to our guest. Welcome to the show. We have Kelly
1:07.1	Coglin. Welcome to the show, Kelly. Hi, Miranda. How are you? Thanks for having me.
1:11.9	Kelly is the owner of Everyday CPA, and he kind of takes a different look. I mentioned,
1:18.0	more passive investing, but Kelly really focuses on more active investing and the owner-operator
1:25.5	asset class. So why don't you go ahead and jump right in and tell us a
1:29.6	little bit about what that all means? Well, first of all, thank you very much for having me.
1:34.6	I'm a huge supporter of what I call passive investments, and that's where you're investing in
1:41.6	traditional stocks and bonds and the money markets and the, you know,
1:45.9	the traditional asset allocation type stuff and then including some of the alternatives.
1:51.3	Those are terrific asset classes.
	...

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