How to Create an Investment Plan | Phil Town

Understanding the steps for creating an investment plan is a critical part of the process, and should be based on your goals and objectives. That's why today, I want to explain the steps you must take to build an investment plan that works for you and your lifestyle. bit.ly/2XXTK0m

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Time Stamps

00:00 - Intro
00:18 - Getting started
00:39 - Things to consider
00:52 - Self-evaluation
01:46 - Define your goals
04:21 - Pick investments
06:08 - Question

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investment planning, how to invest, tips for making an investment plan, how to start investing, how to invest DISCLAIMER:

Rule One Investing provides general education only. We are not a registered investment advisor, broker-dealer, or financial advisor. Nothing here or in any workshop constitutes personalized investment advice or a recommendation to buy or sell securities.

Phil Town’s personal results (e.g., turning $1,000 into more than $1.4 million) are historical, shown for educational purposes only, and are not typical. Past performance is no guarantee of future results. Most investors do not achieve similar returns.

Stock examples and outcomes shown are illustrative only and are not recommendations. Investing involves substantial risk, including complete loss of principal. No strategy guarantees profits.

Options involve substantial risk of loss, including total investment. Not suitable for all.

Testimonials are from real, unpaid students who volunteered their experiences.

You are solely responsible for your investment decisions. Investing involves risk of loss.

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