TIP375: Creating an Investing Checklist w/ Brian Feroldi

2021-09-03

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 podca...

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
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