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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP375: Creating an Investing Checklist w/ Brian Feroldi

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.63.6K Ratings

🗓️ 3 September 2021

⏱️ 62 minutes

🧾️ 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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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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

...

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