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Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management and listening to earnings calls.

Topics covered include:

• The importance of diversification and asset allocation (“buckets”)
• How to evaluate management and why it is important
• How anyone can listen to earnings calls and the benefits of doing this
• A common problem many business owners face yet might not even think about
• Panel discussion about having a “mad money account” and more

Resources

• The Millionaire Mind by Thomas Stanley
• A Random Walk Down Wall Street by Burton Malkiel
• Investing for Dummies by Eric Tyson
• The Black Swan by Nassim Taleb
• The Everything Store by Brad Stone

Today’s Panelists

• Andrew Sather | eInvesting for Beginners
• Miranda Marquit | Planting Money Seeds
• Joe Saul-Sehy | Stacking Benjamins
• Andrea Travilian | Take a Smart Step
• Our guest: Andrea Travilian | Take a Smart Step

For a quick bio of each of our show participants, head on over to our panelists page.