► Try Playbook - Develop Your Most Tax-Efficient Investment Strategy: https://www.helloplaybook.com/taekim

Disclaimer: Tae Kim was paid a flat fee for producing this endorsement of Playbook and is also paid a flat fee for each successful referral to Herring RIA Sub, LLC ("Playbook") made through our links. Tae Kim is not a Playbook client. There is no guarantee that clients will have similar experiences or success.

0:00 - Intro
0:30 - Use Simple Financial Products
2:04 - Simplify Your Investment Strategy
4:23 - Try Playbook
6:07 - Go Paperless
7:53 - Minimize Touch Points
9:52 - Automate
11:38 - Simplify Your Money Goal

► Download Your FREE PDF 1-Page Companion Guide: https://financial-tortoise.ck.page/02...

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FAVORITE TOOLS:
► Mint Mobile - Check Out My Partner Mint Mobile, Affordable Phone Service - https://trymintmobile.com/financialto...
► SoFi - Checking & High-Yield Savings Account, Terms Apply - https://sofi.com/tae
► Shortform - More Than Book Summaries - https://shortform.com/taekim
► Playbook - Develop Your Most Tax-Efficient Investment Strategy - https://www.helloplaybook.com/taekim

LINKS:
► Get My Weekly Newsletters: https://www.financialtortoise.com/new...
► Favorite Books: https://www.financialtortoise.com/bes...

DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.