Financial Education - Why you Must Invest in it NOW

For the longest time, we read books, consulted friends and family, watched YouTube, and so on. We were saving as much as we could, but our money just wasn’t growing as much as we’d hoped. While we were on track to retire early, we weren’t on track to retire in our 30s. At one point, we decided it was time to put our money and time into our financial education. We went to college, paid $60,000+ for engineering degrees, and studied for countless hours…why wouldn’t we spend $2,000 and a few hours on a course that could make us more money on top of what we were earning with that degree?

We found a book called Rich Man, Poor Bank and continued with reading the same author’s book, Top 10 Ways to Avoid Taxes. In that book, the author says to reach out. So we did! And, it changed our lives. He introduced us to his course - The Perfect Portfolio - an 8 week live course (with ongoing access to discussions and updates to this day). In those 8 weeks, we made our money we spent on the course back and way more! We’ve taken some other courses - some that even were around $8,000 - and none of them even had half the information we were able to actually utilize. Don’t go down the same rabbit hole we did with your financial education - just take this one course. 🤪

Once we implemented the actions from this course, we found that the money we had saved would allow us to retire in our 30s, enjoy our toddlers, and travel full time! Had we have known what we do now from this course, we’d be sitting far better than we are now…but you don’t know what you don’t know, right?

We’ve been able to sustain a fun relationship with this team of super smart individuals and cannot recommend it enough. They taught us the foundations behind many of the topics we are sharing with you here and in our current strategy article.

If you are interested in The Perfect Portfolio course we took, we have a couple links for you!

  • This link gives you $300 off the price of the live course which is always FULL of the latest information!

  • This link gives you pre-recorded sessions for nearly 50% off!

Another aspect of investing in your financial education is investing your time into it. Once you find your financial strategy of choice, invest your time in finding a community that supports it. Find a financial advisor who is prepared to manage your money they way you want it managed - ours is Zega Investments. Find a CPA that is fully immersed on saving you money on taxes - ours is fantastic - email us if you are looking. Be a partner with these people. My husband and I talk to both our financial advisor and our CPA regularly (at least monthly, oftentimes more).

We figure, if we could invest our time into making someone else money (like our employer), then why not invest our time in making money for ourselves. We definitely don’t know everything, but we focused on the foundations and now we have a great team helping us to execute it.

The key takeaway here is to make sure your money is working as hard for you as you are for it! Invest in a strategy that YOU understand well and in return makes YOU good money.

For more, see our 10 practical tips to implement while working your 9-to-5 to realize the dream of early retirement.

Will you spend $2,000 to make yourself thousands or even millions?!

FINANCIAL DISCLAIMER

Do your own research! We are not providing nor are we intending to provide any sort of financial, tax or legal advice. This article simply includes practical tips that we’ve compiled based on our independent analysis, implementation, and realization of the results - which changed our lives. Everything is of course, subject to market fluctuation. Please always be informed and consult your professionals prior to making changes.

AFFILIATE DISCLOSURE

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Why you may want to Rethink your 401(k) Contributions

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Why Indexed Universal Life Insurance Policies Create an Anchor in Our Financial Freedom Strategy