Get Ready Podcast with Daniel Lee: Have an Investment Plan

Investing
Written By Daniel Lee

I recently joined Tony Steuer on an episode of his GET READY podcast to discuss the importance of having an investment plan.

"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think any of those options work as long as you have a plan and a system in place." - Daniel Lee 

Link to the full episode can be found here.

Daniel Lee https://hellogoodplace.com
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I'm a financial advisor to high-income earners at Google, Salesforce, and Microsoft. Here's where I tell them to put their money to set themselves up for early retirement.