I am beyond thrilled to be joined by Chloe Daniels, better known as Clo Bare Money Coach on the internet. Whether you're an experienced investor or starting out, Chloe shares valuable insight and a few concrete takeaways in today's show.

Chloe's online journey started by being transparent about her experiences, successes, and failures, through her mental health struggles. As she came out the other side, she realized her next largest hurdle in life was her comfort around money. and investing She educated herself and realized the power that this education possessed and is now on a mission to share how easy it can be with the world.

One of Chloe's tag lines is about investing the lazy way. It's all about taking a hands-off approach that helps you build a diversified portfolio without the stress of constant monitoring. It's easy to fall into the trap of thinking "I don't want to learn", but as individuals responsible for our own futures, it is important to have an open mindset and be willing to learn as a little effort now can save you significant stress and hardship down the road.

I think Chloe's story will resonate with many of you and her unique approach to investing makes it possible for anyone to confidently manage their money.

What you'll hear in this episode:

[0:50] Episode and guest introduction.

[5:18] Where does "Clo Bare". come from?

[9:22] What are the key things that Chloe helps her clients work with?

[12:08] What does it mean when Chloe says " Investing the lazy way"?

[19:40} Understanding the difference between someone telling you where to invest your money and actually learning about how to invest your own money.

[22:40] How do you decide who to work with for financial assistance and advice?

[28:35] The importance of having a base level of financial knowledge, regardless of how you choose to manage your money.

[34:00] What does Chloe think about the impact of AI and investing in the future?

[40:20] Where can listeners find more information about Chloe?

Connect with Chloe:

thelazyinvestorscourse.com/guide

clobare.com

IG @clobaremoneycoach

* Related episodes:

247: Building a Better Financial Future with Marc Russell of BetterWallet

253: Knowing Your Numbers: Three Key Dimensions Every Entrepreneur Should Focus On

258: Things You Should Not Hire an Accountant to Do

* Find everything you need at https://www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG https://www.instagram.com/shannonkweinstein/

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.