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 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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• Read the 9 Key Steps to Effective Personal Financial Management
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