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Money For the Rest of Us

Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

Money For the Rest of Us

J. David Stein

Investing, Investing Podcast, Business, Economics, Economy

4.51.4K Ratings

🗓️ 22 November 2023

⏱️ 84 minutes

🧾️ Download transcript

Summary

In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach.

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Show Notes

Catching Up to FI

Money for the Rest of Us book

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Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Money for the Rest of Us. This is the Personal Finance Show on Money,

0:04.8

How It Works, How to Invest It, and How to Live Without Worrying About It.

0:08.9

I'm your host David Stein, and today is a bonus episode of Money for the rest of us. I wanted to share an interview that I did with, or a discussion really, with Bill Yount and Becky Heptig. They are the co-host of the podcast and website

0:26.9

catching up to Fai. It's Financial Independence for Late Starters. I was on their show a couple months ago and later I was listening

0:37.1

to the interview. It's about an hour long, a little over an hour, in answering their questions, which were based on my book,

0:48.0

Money for the rest of us, 10 questions to the master of successful investing, but I definitely expounded on them

0:54.7

because it's been three or four years

0:56.5

since that book came out.

0:58.8

I have additional thoughts on those topics

1:01.8

and I realize this hour discussion really encapsulates my

1:07.6

investment philosophy my approach to investing today.

1:13.2

And I thought, well, so often with the podcast

1:16.7

we're covering specific topics

1:18.2

and we don't ever sort of zoom out

1:20.4

and get a larger picture of my approach to investing.

1:25.0

Now, we recently upgraded our email series

1:29.0

for those that

1:33.6

captures many of those aspects of my approach to investing.

1:39.6

But this is a podcast and I wanted to share it with you.

1:43.2

I appreciate Becky and Bill having me on their show.

1:47.4

I think you'll enjoy this discussion as we look at a systematic approach to investing both to save for retirement and during retirement.

1:59.5

Hello and welcome back to catching up to five. I'm Bill Yount with my co-host Becky Heptig and today we have an exciting

...

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