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.