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The Meaningful Money Personal Finance Podcast

Aug 31, 2016

Over the past eight weeks, we’ve covered the basics of investing; enough so you can probably get started. Now I want to round up what we’ve learned in ten steps to investment success.

Ten Steps to Investment Succ

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Ten Steps To Investment Success

Clearly, there is more to investing than we’ve been able to cover in about four hours of podcast time over the past eight weeks. But what we have learned is probably enough for most folks to dip their toes into the deep waters of investing.

What follows is the past eight weeks distilled into ten clear steps for you to follow. Listen back to sessions 1-8 of this season for more clarification on anything I go through.

In this session, you'll discover:

  1. How to get clear on what you're aiming for with your investments
  2. How to increase your savings level without it hurting
  3. How and where to get your risk tolerance measured
  4. Why you should stick to strategic asset allocation and ignore tactical allocation
  5. The easiest way to get all this stuff right
  6. How and why you should choose your platform and tax wrapper
  7. How often you should review your portfolio and what you should consider when you do
  8. How to make sure you get out of your own way when investing

Learn How To Invest

Resources mentioned in this week's show

Risk Measurement: Platform Guide: the lang cat guide to direct platform investing And of course, there's a full transcript of the show available by clicking the big blue button below! 

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Question: How many of these steps have you taken?

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