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The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

Today, Jeremy Schneider unveils his Ultimate Investing Checklist.

In fact, you can use this 7-step checklist to measure your current investing strategy.

You can also use it to:

  • Optimize your tax bill
  • Maximize your risk-adjusted returns
  • Eliminate costly mistakes

If you want to learn how to cut through the nonsense + optimize your investment portfolio, this episode is for you.

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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.