TSI #15: 10 questions to be financially free

Hi Stoic Investors,

Today I want to make a game with you!

I have summarized in 10 questions the key steps that any investor needs to take to be successful in the market. 

Take a pen and note down each question for which you DON’T have an answer. 

At the end of the email, I will show you how to answer to your remaining questions (if any).

It took me years of mistakes in the financial market to finally realize what I was missing.

Now I know that it all comes down to overcoming the three obstacles to Real Wealth:

I have divided the 10 questions across these 3 obstacles. 

So let’s get into the game!

Obstacle 1: Lack of knowledge

Before even thinking to invest, you need to understand what you are doing.

The problem is: 90% of the information out there is useless.

But if you are able to find the right 10% of profitable information - you are set!

If you can answer these 4 questions, you have already the right 10% of information:

1. Do you have a clear understanding of how the stock market works?
2. Can you explain in simple words the differences across stocks, bonds, funds and ETFs?
3. Are you aware of any tax advantaged account in your country and are you using it?
4. Do you know how many fees you are paying with your broker and whether it is the most convenient one? 

These are the 4 key areas you need to know about to invest with confidence.

Let’s move to the second part! 

Obstacle 2: Lack of strategy

Even if you know how to play the game, you will fail if you just follow what everyone else does. 

Your strategy will change based on your income, age and long term goals.

So how do we build the right strategy for you?

It comes down to 4 key questions: 

5. What is your long term goal? (here are some ideas: create a passive income? Make work optional? Secure your retirement?)
6. How much money do you need per month to be financially free?
7. How much can you invest every month consistently?
8. How much time can you dedicate to investing every week?

 Figuring out these answer will help you understand what type of investor you will be, and also how long it will take to reach your goal. 

Obstacle 3: Lack of mindset

So many investors underestimate the psychological pressure of seeing your wealth going up and down everyday.

The right mindset comes down to two simple - and final - questions:

9. Are you able to analyze market trends while keeping your emotions under control?
10. Do you have a backup plan if your strategy does not go as planned? (e.g.: what will you do if tomorrow your portfolio goes down -40%?)  

So, how did you do? How many answers do you have?

Only those able to answer to all 10 questions will be able to:

- Create a passive income

- Make work optional

- Reach early retirement

You have two possible ways to do this:

Choice A is to learn on your own - exactly as I did. However it took me years, while reading 100+ investing books and making many mistakes along the way (which in total costed me $30,500…).

Choice B is to book a free consultation with me - and see if there is a fit to work together.

If so, I will compress for you 7+ years of experience in the market in 6 weeks.

My goal as your Investing Coach will be simple: helping you to make Work Optional by creating an automated Investing Strategy to $1,000,000.

This won’t happen tomorrow of course.

But by setting up the right plan today you can reach this goal in the long term - while making minimal effort (5 minutes per month) in the meantime.

What I teach worked for me and for dozens of clients I helped to reach Financial Freedom.

Their video testimonials are all available on my website.

So if you want to join us,

Or just learn more about this opportunity…

Book a free consultation with me (if spots are still available)