Stay Wealthy Retirement Podcast

The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy


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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.

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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

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