Joel Greenblatt has a strategy that he calls the magic formula. He describes it as a long term investment strategy designed to help investors buy a group of above average companies at below average prices. M.M., if you are interested in finding other people who have read it, I would encourage you to go to the community, afford anything. Or maybe somebody there who's read it who has some thoughts or feedback on it.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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