2.4 • 606 Ratings
🗓️ 26 July 2022
⏱️ 23 minutes
🧾️ Download transcript
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:
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.
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.