Round Table | How We Research Investments: Step-by-Step Analysis

The Wealth Without Wall Street Podcast

How do you know if an investment opportunity is good for you? In today's conversation, our dream team of financial coaches breaks down the essential steps to analyze investments like a pro. Discover the critical tests you must perform before considering any investment, the vital questions to ask, and the key factors to verify before sealing the deal.

Dive into the importance of understanding your Investor DNA, creating your Investor Buy Box, and performing due diligence. Pay attention as our coaches present a real-life example to apply their step-by-step framework.

Ready to master the art of investment research? Don't miss out on these invaluable insights!

Top three things you will learn:

-Tests you must do before looking toward investing

-Questions to ask before making a decision

-Things you need to verify before moving forward with the deal

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The Infinite Banking Concept Explained by a CFP:

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Round Table | Building Your Investor Buy Box:

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