Session: How much is enough?: True Measures of Money and Life and Investing with Confidence
Some of the topics we'll cover are:
How much is enough? How should I think about when and how much it'll take to have the option not to work and to focus on what I'm truly passionate about?
What are the personal finance topics I should be thinking about on my path to "enough"?
What are common personal financial mistakes made and how do I avoid them?
How can I invest more confidently for my household to accelerate my path to "enough"?
What are trustworthy tools / tech to use?
What (if any) support do I need and when?
- How to calculate their individual "enough" number to hit financial independence and have the option not to work for money
- How to "reverse budget" to avoid lifestyle creep with automated investing vs. checking over their shoulder for each latte purchase
- How to do a check-up on your existing investments to ensure you don't have too much in cash, and you're not overpaying on fees
- What tools and online resources (many of which are free!) are actually useful to navigate the path to "enough"
- How to strategically prioritize where to put your savings, to accelerate your path to "enough"
Ami is a Certified Financial Planner, Harvard College and HBS grad. She spent a decade as a consultant at McKinsey & Company’s Wealth and Asset Management practice. Ami made a career switch from consulting to financial planning after seeing how many unanswered questions her friends and family, even those who were business school grads and "in finance", had when it came to making the most of their money and investing. In this work she's seen two troubling trends time and time again: (a) investing options and tax law are getting more and more complicated, and (b) a pressing need for holistic easy-to-execute advice for families stuck in a no man’s land between DIY and white-glove wealth advisors.
After serving as a white-glove planner to ultra-high net worth families, her mission is to open up this knowledge to many more people, beyond the "0.1%".