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Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)

Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)

Decades of hard work and savings can be wiped away with one bad investment decision.

Don’t believe me? Just ask this guy:

If you have any amount of money invested in stocks and bonds (or a home you are tempted to leverage), you need something to protect you from making catastrophic mistakes.

That’s where an Investment Policy Statement (IPS) comes in.

An IPS:

  1. Dictates how your money is going to be invested
  2. Prevents your financial advisor from going rogue with your money
  3. Protects you from yourself if you manage your own investments

Learn more about Investment Policy Statements, what they are, how to create one, and what information should be included in this weeks podcast episode:

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.