Casey weade simplifying investment decisions Casey weade simplifying investment decisions
Podcast 437

437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself

Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple.

In this episode, we discuss:

  • How to understand why you’re making certain financial decisions.
  • The three-point risk triangle and how it can help you make better investment choices.
  • The risks associated with not understanding your investments.
  • How to factor tax implications into your investment decisions.

Today's article comes from titled, 12 Simple Questions You Should Ask Before Making Investing Decisions. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

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