Episode

690

Round Table | The Beginner Investor’s Roadmap: Where to Start, What to Avoid, and How to Win

What's this episode all about?

Starting your investment journey can be overwhelming, but it doesn’t have to be. Learn the mindset shifts and practical steps to avoid common beginner mistakes and start winning in investing. In today's conversation, the financial coaches discuss the mindset and strategies beginner investors need to develop to succeed in different investment avenues. They break down the critical first steps for anyone looking to get started, how to evaluate deals, and the common pitfalls that can derail new investors. The coaches share insights into the importance of having a clear investment strategy, understanding your investor DNA, and the role of whole life insurance in building wealth.

Top 3 Things
You’ll Learn

  1. Common mistakes that beginners make when starting to invest
  2. Essential strategies for making your first investment successful
  3. The best ways to evaluate deals and build a profitable portfolio

About

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