It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”.
For most, this is a hard question to answer. Too many people get sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t?
In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am I a successful investor?”.
These THREE steps are the foundation for investing and they are what we help our clients with every day. As you listen, write these steps down and see if you can answer the question, “Am I a successful investor?”.
Here’s to wise investing,
Brett, Brian, and Spencer
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