"This is a Quest everyone needs to watch"
At 62 and nearing retirement, Jo discovered fresh investing insights despite decades of experience. As a CPA, they appreciated the practical wisdom on company stock evaluation, real estate selection, and LLC protection that even seasoned investors often miss.
I loved this Quest! At 62 years old, I'm close to retirement. I'm not at my retirement goal yet, but I'm close. Even though I've been investing for decades, I still learned a lot of new things. So many new things for me to think about. For example, I loved how he approaches whether or not to invest in the stock of a particular company. And how to choose a real estate property. As a CPA, I laughed when he discussed that there are rules for being an LLC. Every week, I see someone use their LLC as a personal piggy bank not realizing that in the event of a lawsuit, if they don't separate themselves from the business by keeping business and personal expenses separate, the LLC protection is gone. People really don't understand that, and he's the first person I've seen mention that. This is a Quest everyone needs to watch!
Jo McCracken
CPA
Covington, United States
Written 18 January 2020 From our original stories site
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