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.&nbsp; IN THIS EPISODE, YOU'LL LEARN:<ul><li>(01:15) How to approach financial wellness, before even thinking about investing</li><li>(11:12) Brian’s fascinating investing checklist for buying</li><li>(14:22) Brian’s 11 criteria for selling a stock&nbsp;</li><li>And a whole lot more</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:<ul><li>Brian Feroldi <a href="http://www.brianferoldi.com" rel="noopener noreferrer" target="_blank">Website</a></li><li>Brian Feroldi <a href="http://www.twitter.com/brianferoldi" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Brian’s <a href="https://brianferoldi.gumroad.com/l/zWXye" rel="noopener noreferrer" target="_blank">Investing Checklist</a></li><li>Brian’s writings on <a href="https://www.fool.com/author/14471/" rel="noopener noreferrer" target="_blank">The Motley Fool</a></li><li>Rich Dad, Poor Dad <a href="https://www.amazon.com/Rich-Dad-Poor-Dad-Robert-T-Kiyosaki-audio/dp/B008BUHTLE?dchild=1&amp;keywords=rich+dad+poor+dad&amp;qid=1628705976&amp;sr=8-4&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=cab9ead19c4607e62438e6592acacfc2&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank">Book</a></li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a></li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a></li><li>Make it simple to hire and manage remote employees across all 50 states with <a href="https://www.justworks.com/" rel="noopener noreferrer" target="_blank">Justworks</a></li><li>Invest in the $1.7 trillion art market with <a href="https://www.masterworks.io/" rel="noopener noreferrer" target="_blank">Masterworks.io</a>. Use promo code WSB to skip the waitlist. See important disclosures <a href="https://masterworks.io/disclaimer" rel="noopener noreferrer" target="_blank">here</a></li><li>Never miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with&nbsp;<a href="https://orchard.com/" rel="noopener noreferrer" target="_blank">Orchard</a></li><li>Unleash your investing potential with <a href="https://www.investorunleashed.com/billionaires" rel="noopener noreferrer" target="_blank">Equity Trust</a></li><li>Get three months free when you protect yourself with&nbsp;<a href="https://www.expressvpn.com/tip" rel="noopener noreferrer" target="_blank">ExpressVPN</a>, the VPN we trust to keep us private online</li><li>Teach kids good money habits the fun and easy way with&nbsp;<a href="https://www.gohenry.com/" rel="noopener noreferrer" target="_blank">GoHenry</a>’s debit card for kids and app for parents. Get one free month with promo code WSB</li><li>Bring your WiFi up to speed with Orbi WiFi 6 from&nbsp;<a href="https://www.netgear.com/bestwifi" rel="noopener noreferrer" target="_blank">NETGEAR</a>. Save 10% with promo code BILLION10</li><li>Connect with other users - friends, other members, and notable investors with <a href="https://public.com/" rel="noopener noreferrer" target="_blank">Public.com</a>. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See <a href="https://public.com/disclosures" rel="noopener noreferrer" target="_blank">Public.com/disclosures</a>. Not investment advice</li><li>Updating your wardrobe with <a href="https://mizzenandmain.com/" rel="noopener noreferrer" target="_blank">Mizzen+Main</a>. Use promo code WSB to receive $35 off an order of $125 or more</li><li>Read the&nbsp;<a href="https://www.theinvestorspodcast.com/business/personal-finance-101/" rel="noopener noreferrer" target="_blank">9 Key Steps to Effective Personal Financial Management</a></li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a></li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a></li></ul>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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TIP375: Creating an Investing Checklist w/ Brian Feroldi

We Study Billionaires - The Investor’s Podcast Network