Episode #073 - The 7 LEVELS of Investing!

Today hosts Braden Cheek, Brian Duck and Joel Thompson from The Criterion Fund discuss the 7 levels of investing and provide insight on how to move up to the "Sophisticated Investor" level that everybody should be striving towards! Time Stamps: 0:00 - Introduction 1:40 - Level #1: The "Broke" Investor! We've all been at this starting point before. You have to do everything you in your power to increase your income. 3:58 - Level #2: The Borrower! This category uses their income to borrow money in order to purchase liabilities with interest. 5:18 - Level #3- The Saver! This category is risk-averse, but unaware of investing strategies. Unexpected events can wipe their money out. 7:00 - Level #4 - The Simple Investor! Low-Level of financial education; they might take advantage of a 401k, but they're still doing the bare minimum. 8:55 - Level #5 - The Strategic Investor! They have a solid salary & expendable income, and they're developing a plan to put a safety net in place. 12:14 - Level #6 - The Sophisticated Investor! They have money left over after building their safety net and now they're looking for high-risk, high-return assets. 16:28 - Level #7 - The Professional Investor! They've mastered creating investments for other people to put their money into. Infinite returns are possible at this stage. *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290?itsct=podcast_box&itscg=30200 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list