Due diligence is extremely important because it’s too easy to slip up and get lazy in certain areas. That’s why I’ve got today’s guest, Darlene Root, on the show. A veteran in the investing space—and someone who also got caught in a situation that nobody wants to be in—Darlene joins me to discuss these types of situations, how both of us fell into them, and how we navigated through and past them.
Listen in as we walk you through the most important steps in due diligence, including important techniques that ensure more security and balance in your investments. You’ll learn about fiscal responsibility, the current state of inflation, how to dive deeper into opportunities, and much more.
- 4:37 – Who Darlene is and her passion for financial freedom.
- 6:48 – The growing importance of fiscal responsibility.
- 9:07 – The deviant behavior factor and how it affects our finances.
- 11:11 – Why it’s more important than ever to “get a grip” on your financial future.
- 15:29 – The opportunity that changed Darlene’s investing mindset forever.
- 18:10 – Where things go wrong.
- 20:50 – The deeper dive that could have shown red flags.
- 29:44 – How Darlene navigated the situation and lessons learned in the process.
- 35:10 – Insights on how to vet people before something goes wrong.
Featured on the Show:
- Darlene Fitzgerald Root: Facebook | LinkedIn
- Mutual Investment Holdings
- EP #360: ROB SWANSON – THE EIGHT RULES OF INVESTING (PART 1)
- EP #361: ROB SWANSON – THE EIGHT RULES OF INVESTING (PART 2)
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