The Most Important Knowledge to Have When Investing with Melissa Lindsay Freedman

Before you even think about WHAT to invest in, or how much, or when….there’s a more important question that you have to answer: Who are you as a financial individual?

We flesh out this heavy consideration at this podcast episode with someone who has a crazy story of going from credit card debt to millionaire in a year….and all the lessons she learned from the past few years neck deep in investing and helping other people achieve success in investing.

Her name is Melissa Lindsay Freedman.

Melissa is an Investment and Financial Wellness Coach dedicated to teaching clients how to grow and protect their wealth.

Through her 1:1 coaching and soon-to-launch programs, Melissa creates personalized wealth blueprints, leverages her extensive network (including ex-IRS agents, tax attorneys, advisors, financial educators, and venture capitalists), and empowers clients to achieve the financial freedom they desire.

Her written and video content has been featured on outlets such as Livestrong.com, MindBodyGreen, TheDailyMeal.com, TheLip.Tv, and Roku.

Highlights:

• Top 3 mistakes that people make when they don’t know who they are as a financial individual
• How personality differences affect someone’s financial decisions
• Best questions to ask yourself before you start investing
• Reflections on risk tolerance
• Widely held beliefs in investing that need a second look

If you're interested in working with Melissa, DM her the word "FREEDOM" on Instagram @melissalindsayfreedman.

(Disclaimer: Everything we share on the podcast is NOT financial advice. Moreover, this episode is not an official endorsement for any service or product endorsed or mentioned on the podcast.)