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. ----- Over age 50? Need retirement + tax planning help? 👉 Get Started With a Free Retirement Assessment To grab the links mentioned in today's episode, visit the show notes page .