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TIP375: Creating an Investing Checklist w/ Brian Feroldi

TIP375: Creating an Investing Checklist w/ Brian Feroldi

Update: 2021-09-0311
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Description

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 Website
  • Brian Feroldi Twitter
  • Brian’s Investing Checklist
  • Brian’s writings on The Motley Fool
  • Rich Dad, Poor Dad Book
  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Join 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 more
  • Communicate your ideas in the best way possible with Canva
  • Make it simple to hire and manage remote employees across all 50 states with Justworks
  • Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist. See important disclosures here
  • Never miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with Orchard
  • Unleash your investing potential with Equity Trust
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Teach kids good money habits the fun and easy way with GoHenrys debit card for kids and app for parents. Get one free month with promo code WSB
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Connect 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 advice
  • Updating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off an order of $125 or more
  • Read the 9 Key Steps to Effective Personal Financial Management
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors

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TIP375: Creating an Investing Checklist w/ Brian Feroldi

TIP375: Creating an Investing Checklist w/ Brian Feroldi