You're ready to Optimize your Portfolio!
You have have built yourself a very solid and healthy foundation upon which to grow your wealth. You've developed a savings habit, built an emergency fund, eliminated high-interest debt, and you are mindfully investing for your future.
This is truly enough to propel you to financial independence!
There are just a few optimizing tweaks that you can focus on now to ensure your money is doing the most it can for you. Each requires a bit of research and will provide you with an incremental boost.
We've compiled some of the best courses and resources for you below - simply click on each one to start learning.(Consider adding this page to your bookmarks to revisit the collection whenever you want!)
Curated Courses for You
Values, Purpose, and Goals
A clear and intentional vision of your ideal life is the guiding force behind your financial plan. Your vision is dynamic, just like life. It's never a bad idea to set some time aside to check in with yourself and refine the values that will direct your journey.
Financial Psychology
Our emotions, beliefs, and upbringing surrounding money can impact our well-being, mood, health, and overall life goals.
Bear Market Survival Guide
This à la carte course module teaches you what you need to know in order to survive and thrive in a bear market.
It's always good to be prepared, financially, mentally, and emotionally, for the challenge of a volatile market.
Suggested Questions to Bring to Live Events
CLICK HERE to submit your question for the next live event.
Don't forget to add the monthly live events to your calendar HERE to RSVP and receive reminders to join!
Can't make it to a meeting? Access event recordings HERE!
Other Helpful Mindful Money Resources
-
Podcast
-
Books
This blog is the ninth of a 10-part series which covers everything you need to know to get started on your path to financial freedom.
There is a handful of additional investment knowledge that will help you earn better returns and keep more of your returns. These are portfolio optimizers. When correctly put into action, they can increase the probability of achieving your goals – and sooner.
The Financial Independence Bootcamp is a done-with-you, small-group education experience spanning three days. Live Access Members receive a discount on the price of admission!
Haven't made it to a Bootcamp? Click here to learn more.
Share this quiz!
Know someone who could benefit from some clarity and support on their own financial journey? Share this quiz with them directly, or with your circle on social media!
Join Our Community
Subscribe to the Mindful Money Weekly email for curated articles, featured podcasts, blog posts, videos, and invitations to our live events delivered to your inbox every Monday at 5 pm PT!
Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.