111: How to Build a Winning Stock Portfolio, Automatically w/ JJ Maxwell
Rich Habits Podcast
Strategies for Effective Cash Management and Investment
This chapter explores effective financial strategies for saving and investing, emphasizing the importance of managing cash for both upcoming expenses and emergencies. Listeners are encouraged to balance their emergency funds with investment opportunities to ensure their money remains productive.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with JJ Maxwell, the CEO of Double Finance.
Double Finance is an online brokerage platform that allows investors to build their own strategies from scratch using characteristic screeners.
Only want to invest in companies who've been paying dividends for the last 10 years? Or maybe companies who've been free cash flow positive for the last 5 years? Or maybe companies whose stock prices have out-performed the S&P 500 every year for the last 3 years?
Double Finance allows you to do just that! If too complicated, choose from some of their pre-built strategies.
We hope you all enjoy this episode. We take pride in introducing you all to the coolest platforms, investing strategies, industry leaders, and ideas the market place has to offer.
If you want to try Double Finance for yourself, simply go to "double.finance" in your web browser, or click this link! As a reminder, Austin chose the "Large Market Beaters" strategy.
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🔥 If you're serious about investing in 2025, you should be using Public to build your portfolio! No matter the asset class, Public has you covered.
Click here to start investing on Public!
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⭐ Download our FREE Financial Planner – click here
⭐ Download our FREE Budgeting Template – click here
⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here
⭐ Trade stocks, options, music royalties and crypto on Public – click here
⭐ Automatically buy stock where you shop with Grifin – click here
⭐ Protect your family with term life insurance from Suriance – click here
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👤 Explore everything Austin does – click here
👤 Explore everything Robert does – click here
❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram
📬 Inquire about working together – christian@witz.vc
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Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 3/3/25, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
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