meta_pixel
Tapesearch Logo
Log in
Stay Wealthy Retirement Podcast

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

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4606 Ratings

🗓️ 26 July 2022

⏱️ 23 minutes

🧾️ Download transcript

Summary

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.

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Stay Wealthy podcast. I'm your host Jeremy Schneider, filling in for Taylor

0:09.6

Schulte, and today I'm sharing with you my ultimate investing checklist. Specifically, I'm sharing

0:16.5

the Post-it note-sized piece of advice that may tell you everything you need to know about investing.

0:22.1

That includes the seven steps you can measure your own investment strategy against,

0:26.2

and I'm answering two questions from listeners.

0:28.9

If you want to see how your investment strategy measures up against my ultimate

0:32.6

investing checklist, today's episode is for you.

0:35.8

For all the links and resources mentioned in today's

0:38.2

episode, head over to you staywealthy.com slash 162.

0:46.1

So this is the last episode. I'm filling in for Taylor four or so for all of you

0:50.7

hardcore Taylor fans who are sick of hearing from me, I understand.

0:54.7

I know one of my favorite shows are the guest hosts that can annoy me.

0:57.8

So this is the last one, but I do want to go out with a bang.

1:01.0

And so today I'm going to break down my ultimate investing checklist.

1:04.1

I wrote this advice on literally a post-a-note and shared out on my Instagram where I now

1:08.6

have 380,000 followers.

1:10.8

And it's one of my most

1:11.7

popular posts of all time because I think it really does boil down all the complexity that can be

1:18.8

around investing and building wealth into like a very simple little list. And so I'm going to

1:23.8

break that down for you today. It has seven checkboxes. And I'm going to walk through each of the seven checkboxes.

1:28.8

And you can see how your investing strategy measures up.

1:33.0

So checkbox number one is to invest in these accounts in this order.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Taylor Schulte, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Taylor Schulte, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.