22 min
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy Stay Wealthy Retirement Podcast
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- Investing
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.
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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.
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.
22 min