Disclaimer: Tae Kim was paid a flat fee for producing this endorsement of Playbook and is also paid a flat fee for each successful referral to Herring RIA Sub, LLC (“Playbook”) made through our links. Tae Kim is not a Playbook client. There is no guarantee that clients will have similar experiences or success.
Timecodes:
0:00 – Intro
0:06 – Maximize Tax-Advantaged Accounts
1:54 – Invest Tax Efficiently
3:14 – Try Playbook
4:36 – Avoid Individual Stocks
6:16 – Diversify
8:05 – Do Not Chase Returns
10:08 – FREE 1-Page PDF
10:18 – Stop Moving Money Around
11:18 – Reinvest Dividends
12:12 – Just Keep Buying
13:10 – Minimize Investment Expenses
15:01 – Wait
► Download Your FREE PDF 1-Page Companion Guide – How To Invest For Maximum Returns // 10 Tips: https://www.financialtortoise.com/how-invest-for-maximum-returns
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► SoFi – Checking & High-Yield Savings Account, Terms Apply – https://sofi.com/tae
► Shortform – More Than Book Summaries – https://shortform.com/taekim
► Playbook – Develop Your Most Tax-Efficient Investment Strategy – https://www.helloplaybook.com/taekim
LINKS:
► Get My Weekly Newsletters: https://www.financialtortoise.com/newsletter
► Favorite Books: https://www.financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.