TIP375: Creating an Investing Checklist w/ Brian Feroldi

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 3 September 2021

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content.

IN THIS EPISODE, YOU'LL LEARN:

(01:15) How to approach financial wellness, before even thinking about investing
(11:12) Brian’s fascinating investing checklist for buying
(14:22) Brian’s 11 criteria for selling a stock
And a whole lot more

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

Brian Feroldi Website
Brian Feroldi Twitter
Brian’s Investing Checklist
Brian’s writings on The Motley Fool
Rich Dad, Poor Dad Book
Trey Lockerbie Twitter
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
Communicate your ideas in the best way possible with Canva
Make it simple to hire and manage remote employees across all 50 states with Justworks
Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist. See important disclosures here
Never miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with Orchard
Unleash your investing potential with Equity Trust
Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
Connect with other users - friends, other members, and notable investors with Public.com. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See Public.com/disclosures. Not investment advice
Updating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off an order of $125 or more
Read the 9 Key Steps to Effective Personal Financial Management
Browse through all our episodes (complete with transcripts) here
Support our free podcast by supporting our sponsors

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:02.4	On today's episode, I sit down with Brian Feraldi.
0:05.6	Brian has been covering the healthcare and technology industries for the Motley Fool since 2015
0:11.2	and has recently seen skyrocketing growth on Twitter for his very easy to digest,
0:16.0	investing in financial wellness content. Today, we discuss how to approach financial wellness
0:21.4	before even thinking about investing. Brian's investing checklist for buying, which is super fascinating.
0:27.3	Brian's 11 criteria for selling a stock and a whole lot more.
0:31.5	Brian's energy is infectious and it's such a delight to speak with people as passionate as he is.
0:36.4	I thoroughly enjoyed it and I hope you enjoyed getting to know Brian Feraldi.
0:44.5	You are listening to the Investors Podcast where we study the financial markets and read the books
0:50.1	that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.
1:04.4	Welcome to the Investors Podcast. I'm your host, Trey Lockerby and today we've got Brian
1:09.8	Feraldi on the podcast. Brian, welcome to the show. Trey, thanks so much for having me.
1:14.0	Trey Lockerby, I am so excited to talk with you. Mainly because I've been following you on Twitter
1:19.6	for a long time. I love the content you've been posting. The first opportunity that came to my mind
1:24.6	and speaking with you was exploring the idea of financial wellness, which is a term I really love
1:30.7	and really resonates with me. But I'd like to hear from you how do you define financial wellness?
1:35.6	Trey Lockerby, I'm a big believer in mission statements and I wasn't for a long time
1:42.2	and one of my co-hosts on my YouTube channel, Brian Stofel, has really instilled in me the power of having
1:48.8	a great mission statement. Great mission statements, once they are crafted correctly, are like a North
1:55.6	star that you use to make all decisions around. So after a lot of time and thinking about it, I made my
2:01.9	professional mission statement to spread financial wellness and I picked every word there with extreme
	...

Please login to see the full transcript.

Previous episode | Next episode

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

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.