Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach.

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Masterworks – invest in contemporary art

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“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd

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Show Notes

Catching Up to FI

Money for the Rest of Us book

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Episoder(572)

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From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept ...

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Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

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A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center buil...

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Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

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Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.Episode SponsorDelete Me – Use co...

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How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards

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