This is the kickoff post for my next blog movement Operation: #investNOW. This is just the beginning with much more to come.
Your Parents Were Right
Don't worry. I didn't listen either.
How many times did your parents or some grownup tell you “You need to start investing“?
My parents would tell me that ALL the time but I never listened.
The fact was I really didn't know how.
I Got Lucky
I literally stumbled into becoming a financial advisor.
Before I started my career I had never invested before, and frankly still didn’t really understand the importance of doing so. That was until I had a client meeting that would change my perception of investing for good.
I was meeting with a couple that was in their early 60s and was hoping that they could retire. When I had a chance to pour through their financials which didn’t take long at all, I found out the likelihood of them retiring was about 0%.
The total savings that they had was roughly around $30,000 and other than social security they had nothing else. I didn’t have the guts to tell them that they were screwed but I politely did let them know that retiring any time soon was probably not going to happen.
I think they already knew the answer but were hoping that meeting with a financial expert might shed some light on something that they weren’t aware of. The next statement is something that I’ll never forget even to this day.
They told me flat out that they wish they would have started saving earlier and they wish they would have saved more.
It was so simple but so true.
Reality Sets In
Immediately I had flashbacks of all the times that my parents told me that I needed to start investing and it really hit me that if I didn’t start investing now, if I didn’t start investing more, that one day I would be this couple on the other side of my desk.
Screw that I thought. I don’t want to become them and I don’t want others to become them either.
“Invest in yourself. Your career is the engine of your wealth.” – Paul Clitheroe
How I Took the Investing Plunge
The first step for me was investing into mutual funds. From there I invested into some stocks. I’ve tried peer to peer lending. I’ve also dabbled in real estate.
Other ways I invested myself is investing into starting my own business, getting my CFP® certification, and joining my first coaching program.
What Operation: #investNOW is All About
“You have to be constantly reinventing yourself and investing in the future.” – Reid Hoffman
Operation: #investNOW is about YOU.
By taking the pledge and joining this mission I'm committed to giving you the tools and resources you need to succeed.
As a free gift, I've already prepared the Awesome Investor Toolkit. It's packed full of tools that I uses to make myself a better investor.
Going forward I'll be dedicating blog posts, case studies, podcasts, videos, courses and much more to support your efforts.
Seriously, you have no excuses to not join!
It's time to invest in yourself.
It's time to #investNOW.
If you're ready to take the pledge and invest in yourself, go HERE and choose the path that you plan on investing in yourself (stock market, personal development, small business/real estate).
“The best time to invest in yourself is right now.” – Jeff Rose, CFP® >> Click to Tweet