You're in the Saving for Retirement Stage!
You have a well-established savings habit, an emergency fund and the peace of mind that comes with it, and no high-interest debt! You're in the perfect spot to put your money to work for you and make serious progress toward financial independence.
The next step in your journey is to save and invest in your retirement accounts. The magic of compound interest is powerful, and the sooner you begin (and the more you save) the more you will benefit from that momentum throughout your life. Once you're contributing the yearly maximum, you'll be ready for additional taxable investments and/or low-interest debt payoff.
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.
Investing Mini-Course
This course bundle includes the Investing Strategically, Intro to Investing, and Advanced Investing Strategies course modules and will give you the basic framework for how to get the most out of investing.
(Includes a Bonus module: Bear Market Survival Guide)
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
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Podcast
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Books
Even if you love working, financial independence – the ability to live comfortably on your own terms (working or not) – is probably your ultimate financial goal.
During retirement, we all end up filling the GAP between our fixed-income sources and total spending by withdrawing from our savings.
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.
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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.