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ChooseFI

The Top 10 Ten Investing Mistakes We All Make | Cody Garrett | Ep 535

Feb 24, 2025
Join Cody Garrett, an expert in investing and financial planning, as he dives into the costly mistakes even seasoned investors make. Cody emphasizes mastering asset location for tax efficiency, helping listeners understand the optimal placement of investments. He also discusses the importance of active management in retirement contributions and the benefits of donating appreciated securities. Additionally, he highlights the significance of intentional giving and proactive financial planning to secure wealth for future generations. Tune in for valuable insights!
57:41

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The newly launched ChooseFI member site enhances community engagement by facilitating discussions and events without relying on social media algorithms.
  • Understanding the distinction between asset allocation and asset location can significantly improve tax outcomes and overall investment strategies.

Deep dives

Introduction of Chooseify Member Site

A new Chooseify member site has been launched, designed to replace the existing Facebook groups for the community. This user-friendly site allows members to register for free, making it easier to connect and participate in discussions and events. Updates are continuously shared to enhance the platform based on community feedback, marking it as a collaboratively built personal finance resource. This new approach aims to foster better engagement without relying on social media algorithms for notifications.

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