We Study Billionaires - The Investor’s Podcast Network

TIP375: Creating an Investing Checklist w/ Brian Feroldi

Sep 3, 2021
Guest
Brian Feroldi
Brian Feroldi, an expert covering healthcare and technology for The Motley Fool, joins the discussion with insights on achieving financial wellness before diving into investing. He shares his practical investing checklist and the 11 essential criteria for selling stocks effectively. The conversation touches on the importance of assessing a company's leadership and the nuances of position sizing, all while emphasizing the value of consistent investing habits. Tune in for tips on refining your investment strategy!
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ADVICE

Financial Wellness

  • Prioritize personal finances over investment strategies.
  • Consider income, expenses, assets, debt, and estate planning for holistic financial wellness.
ANECDOTE

Brian's Financial Journey

  • Brian Feroldi's parents were his financial role models, demonstrating good money habits.
  • "Rich Dad Poor Dad" sparked his interest in personal finance and investing.
ADVICE

Mortgage Management

  • Pay off your mortgage early for emotional benefits, even if it's mathematically suboptimal.
  • Lowering fixed expenses enhances financial stability and future flexibility.
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