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cover of episode Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

2023/11/22
logo of podcast Money For the Rest of Us

Money For the Rest of Us
AI Chapters Transcript
Chapters
This bonus episode features an interview with Bill Yount and Becky Heptig, where David Stein discusses his investment philosophy, which centers on a checklist approach. This approach helps to avoid emotional decision-making and mitigate risk in investing. The episode also covers his book, "Money for the Rest of Us."
  • Checklist approach to investing
  • Avoid emotional decision-making
  • Focus on long-term, compounding returns

Shownotes Transcript

In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach.

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Show Notes

Catching Up to FI)

Money for the Rest of Us book)

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