Select Page
Aired on May 17, 2022
Episode 146
4 Key Questions to Ask When Investing
Listen Now
Ready to invest? Ask yourself: What are my goals, risk tolerance, suitable investment vehicles, and associated costs? Clear answers will guide informed decisions and secure long-term financial success. Cheers to your investing journey! #FinancialFreedom

4 Key Questions to Ask When Investing

Are you considering dipping your toes into the world of investing?

Whether you're a seasoned investor or just starting out, it's important to ask the right questions before diving in. Investing can be daunting, but with the right knowledge and guidance, it can also be immensely rewarding. Here are four key questions to ask yourself when considering an investment opportunity.

1️⃣. What are my investment goals?

Before making any investment, it's crucial to have a clear understanding of what you hope to achieve. Your investment goals will shape the entire investment process, from the type of assets you invest in to your risk tolerance. Ask yourself:

  • What am I investing for? Retirement, a new home, education, or wealth accumulation?
  • What is my time horizon? Am I looking for short-term gains or long-term growth?
  • How much risk am I comfortable taking on to achieve my goals?

Understanding your investment goals will help you make informed decisions and stay focused on what truly matters to you.

2️⃣. What is my risk tolerance?

Every investment comes with a certain level of risk. Understanding your risk tolerance is key to building a portfolio that aligns with your comfort level. Consider the following:

  • How would I react to a sudden drop in the value of my investments?
  • Am I willing to take on more risk in pursuit of potentially higher returns?
  • What is my current financial situation, and how does it affect my risk tolerance?

Being honest with yourself about your risk tolerance will help you avoid making impulsive decisions based on market fluctuations and stay committed to your long-term investment strategy.

3️⃣. What investment vehicle is right for me?

With so many investment options available, it can be overwhelming to choose the right one. Whether it's stocks, bonds, mutual funds, or real estate, each investment vehicle has its own characteristics and potential benefits. Consider the following:

  • What is my level of investment knowledge and experience with different asset classes?
  • What is the potential return and risk associated with each investment option?
  • How does each investment align with my overall financial goals and risk tolerance?

Choosing the right investment vehicle requires careful consideration and often benefits from the advice of a financial advisor who can help tailor your investments to your unique circumstances.

4️⃣. What are the costs and fees associated with the investment?

Investing isn't just about potential returns; it also involves costs and fees that can impact your overall investment performance. Before committing to any investment, be sure to inquire about:

  • What are the upfront costs of purchasing the investment?
  • Are there ongoing management fees or maintenance costs?
  • How do these costs impact the overall return potential of the investment?

Understanding the costs associated with an investment will help you make informed decisions and avoid any unpleasant surprises down the line.

In conclusion, investing can be an empowering way to grow your wealth and work towards your financial goals. By asking yourself these four key questions, you can gain clarity on your objectives, risk tolerance, investment options, and associated costs. Armed with this knowledge, you'll be better equipped to make sound investment decisions that align with your unique financial journey. Remember, investing is a journey, not a race, so take the time to educate yourself and seek professional guidance if needed.

Happy investing!

Powered by RedCircle

Biggest Takeaways:   

  • Everybody is going to lose something at some point.
  • When the market has these big swings back and forth, it is very volatile. It can seem very risky for people.
  • Assess if you are taking more risks than you need to, in order to achieve your goal in your time horizon.
  • You can limit the parameters and make it so that there is more certainty.
  • Investing in knowledge always yields the best results.
  • Fear and greed are not good companions when it comes to investing your money.


  • The 1st Key Questions to Ask When Investing [01:17]
  • The 2nd Key Questions to Ask When Investing [08:22]
  • The 3rd Key Questions to Ask When Investing [09:15]
  • The 4th Key Questions to Ask When Investing [09:20]
  • How the rich and wealthy operate [15:20]
  • If you are risk averse [19:14]
  • Understanding trigger events [19:59]

Part 1 Video on YouTube – 4 Key Questions to Ask When Investing:

Part 2 Video on YouTube – How to handle market volatility:

Part 3 Video on YouTube – How to handle cryptocurrency market volatility:

🎙 Previously Episodes Mentioned on This Episode and Powerful Resource Episodes:


Need consistent leads?

Before you spend more hours on any social media platform, make sure you know how to generate consistent leads on demand. Don’t get trapped spending hours with little to show for your efforts or talking to tire kickers who have no intention to buy from you! In 5 days, you’ll know exactly what you’re offering, who your best buyer is and what they are actually buying so you can create a never-ending supply of leads.

The best part? You can grab yours for a limited time for only $7 instead of $97! 💥

Sponsored by:

Sales Mastery Society: Want to close $2,000 – $800,000 contracts just like my clients? Join my exclusive inner circle of ambitious, driven entrepreneurs wanting to master their sales, create more impact and help more people with their business. Learn more about my 4-step framework and repeatable sales system that helps you attract, convert and retain more clients over here. 👉🏼   


Resources to Help You Master the Sales Game!

They are the perfect companion to my Master the Sales Game podcast, so you can take the next step to getting more of those sales 😊

  1. Selling to Her – grab my quick assessment to figure out how well you’re currently selling to women as well as how to get my help to close the gaps! Grab your copy now.
  2. 6-Figure Blueprint – With this blueprint, learn the 3 simple, proven ways to get calls booked so you can generate clients on demand! Make those $10K+ income months a reality and leave the struggle, overwhelm and burnout behind. Grab your free copy now.
  3. Turn “I Can’t Afford It.” Into “Sign Me Up!”Overcome price objections to get more sales, more paying clients and turn those Nos into Yeses! Grab your free copy now.
  4. Top 5 Secrets To More YES’es – Get the exact same secrets I’ve only shared with my premium VIP 1:1 clients paying multiple 5 figures. Learn how to turn connections into conversations and conversations into a waitlist of dream     clients. Grab your very own copy and start hearing more YES’es on your sales calls.

Join Sell with More Ease:

If you’re done with wasting time on tire kickers and desire to increase the closing rate on your sales calls and get your dream clients to work with you so that you can grow and scale your business faster than you ever have, click here to join the waitlist for Sell With More Ease and be the first to know when doors open!


Send me your burning questions:

Send me your questions and I will profile you here on an upcoming show.


Find out more about me here:


Facebook Group
















Do you have a question for Susan?

Submit your question and get featured on the podcast!

Click the button below for instructions.