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.
0:00 – Intro
0:30 – Use Simple Financial Products
2:04 – Simplify Your Investment Strategy
4:23 – Try Playbook
6:07 – Go Paperless
7:53 – Minimize Touch Points
9:52 – Automate
11:38 – Simplify Your Money Goal
► Download Your FREE PDF 1-Page Companion Guide: https://financial-tortoise.ck.page/02d466a82c
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FAVORITE TOOLS:
► Mint Mobile – Check Out My Partner Mint Mobile, Affordable Phone Service – https://trymintmobile.com/financialtortoise
► 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.