TIP375: Creating an Investing Checklist w/ Brian Feroldi

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content. IN THIS EPISODE, YOU'LL LEARN:(01:15) How to approach financial wellness, before even thinking about investing(11:12) Brian’s fascinating investing checklist for buying(14:22) Brian’s 11 criteria for selling a stock And a whole lot more*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Brian Feroldi WebsiteBrian Feroldi TwitterBrian’s Investing ChecklistBrian’s writings on The Motley FoolRich Dad, Poor Dad BookTrey Lockerbie TwitterPreston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance ToolJoin OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much moreCommunicate your ideas in the best way possible with CanvaMake it simple to hire and manage remote employees across all 50 states with JustworksInvest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist. See important disclosures hereNever miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with OrchardUnleash your investing potential with Equity TrustGet three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private onlineTeach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSBBring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10Connect with other users - friends, other members, and notable investors with Public.com. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See Public.com/disclosures. Not investment adviceUpdating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off an order of $125 or moreRead the 9 Key Steps to Effective Personal Financial ManagementBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


by We Study Billionaires - The Investor’s Podcast Network