Learn about investor Bill Ackman’s 8 Step Investing Checklist that his hedge fund Pershing Square Capital uses to invest in companies like Chipotle. I break down Bill Ackman’s 8 investing principles step by step and provide examples for each step! Bill Ackman’s 8 Step Investing Checklist of Business Musts: Simple and predictable Free cash flow …
I explain why even though Roth IRAs require more after-tax contributions up front, the benefits seem to outlast those of the Traditional IRA and Pre-Tax 401k during retirement age. If you’re interested in learning about how to win at retirement investment accounts, check out my free detailed PDF guide on my Resources page. IRA = …
Why Roth IRA is Better than Traditional IRA and Pre-Tax 401k Read More »
Danielle Town and Phil Town’s March chapter of their 2018 Invested Book encourages us to evaluate companies’ missions and values as key investment factors to consider if we should buy a company’s stock, like what Warren Buffett would do. The title of this chapter is “Voting for a Mission with My Money.” Danielle asks readers …
Investing In A Mission & Values: Invested Book March Practice Read More »
Tis tax filing season! Here I’m sharing some smart tips and a plan of action as to how I approach filing my tax return, how I use my tax refund to invest or pay things off, and how I go about comparing online tax processors to ensure I have a smooth experience. Please remember, I’m …
In this video, I review the beginning parts and first chapter of the Invested Book (2018) by Danielle Town and her father, Phil Town and share my experiences and thoughts. I discovered these authors’ podcast, Invested, in 2017 and I was super grateful that they dedicated a whole book to their insights and approaches as …
Invested Book: January Investing Practice (Yoga Like) Read More »
In my second personal finance and investing video, I discuss the good and the bad of compounding and inflation effects on your wealth and debt. Credit card debt kills as it prevents the average American consumer from getting ahead, especially if they keep a revolving balance owed and allow interest rate charges (annual percentage rate …
Grow or Lose Your Money with Compounding and Inflation Read More »
