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How to Write an Investment Plan: A Step-by-Step Guide

In this video, we're going to teach you how to write an investment plan. This is an essential step in investing, and if you don't have a plan, you'll risk losing your money! Learn how to write an investment plan in this step-by-step guide. We'll cover the different types of investments, the different factors you need to consider when investing, and more. After watching this video, you'll be well on your way to creating an investment plan that will help you grow your money! This video describes how to create an investment plan - 1. Define financial goals 2. Define constraints 3. Identify broad investment strategies 4. Identify target amounts for each goal 5. Identify investment vehicles 6. Set up a review schedule Videos that will help you! 💥 How to build an emergency fund from scratch:    • How my emergency fund protected me | ...   💥 How to manage your money:    • Manage Your Money with the 50-30-20 rule   💥 Various investment options and risks:    • Investment vehicle options and risk |...   💥 Retirement options:    • Are you overpaying the IRS by not sav...   💥 How to invest in the stock market, a beginner's guide:    • Basics of stock market investing for ...   💥 The real cost of Student Debt:    • How Student Loans Could Cost You More...   Budgeting Template: https://wealthwyzr.com/budgeting-temp... Investment Plan Template: https://wealthwyzr.com/investment-plan/ Book Recommendations: I will teach you to be rich (Perfect for beginners) https://amzn.to/3iEl2n4 The Little Book on Common Sense Investing (Great book on index funds) https://amzn.to/3oD6aJm The Bogleheads’ Guide to Investing (Goes into the basics of investing) https://amzn.to/3DlENYe Work Optional: Retire Early the Non-Penny-Pinching Way (Great guide to retiring early) https://amzn.to/3abzrCu Who Moved My Cheese?: An A-Mazing Way to Deal with Change in Your Work and in Your Life https://amzn.to/3Fylj4S The Millionaire Next Door: The Surprising Secrets of America's Wealthy https://amzn.to/3uMLD68 Disclaimer This video and the ideas presented in it are for education and entertainment purposes only, and should not be construed as financial, accounting or legal advice. Although I am an investment analyst, I am not your financial advisor. The content is being presented without consideration to investor-specific financial objectives, constraints, risk tolerance or financial circumstances, and may not be suitable for all investors. Past performance does not necessarily indicate future results. All investing involves risk and the possible loss of capital. Disclosure The description contains affiliate links. As an Amazon Associate, I earn from qualifying purchases. What this means is when you purchase using one of my affiliate links, I earn a minimal amount that helps support this channel at no additional cost to you. Come say hi! Website: https://wealthwyzr.com/ Instagram:   / wealthwyzr   Facebook:   / wealthwyzr