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The 20 Must Answer Questions for your Journey toward Financial Peace of Mind

If you are unable to answer YES to all the “20 Must Answer Questions for your Journey toward Financial Peace of Mind”…you need to come to class.

1. Have you discovered your True Purpose for Money/Life, that which is more important than money itself? True Purpose for Money/Life
2. Are you invested in the Market? Investment Philosophy
3. Do you know how markets work? Risk & Return
4. Have you defined your Investment Philosophy? Investment Philosophy
5. Have you identified your personal risk tolerance? Free Market Investment Analysis
6. Do you know how to measure diversification in your portfolio? Separating MYTHS; Risk & Return; Free Market Investment Analysis
7. Do you consistently and predictably achieve market returns? Risk & Return; The Investment Vortex
8. Have you measured the total amount of commissions and costs in your portfolio? Free Market Investment Analysis
9. Do you know where you fall in the Markowitz Efficient Frontier? Separating MYTHS; Free Market Investment Analysis
10. When it comes to building your investment portfolio, do you know exactly what you are doing and why? Investor Education Series I, II, & III
11. Are you working with a financial coach versus a financial planner? Investor Inventory
12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions? Lifelong Game Plan
13. Do you have an Investment Policy Statement? Free Market Investment Analysis
14. Have you devised a clear-cut method for measuring the success or failure of your portfolio? The Investment Vortex
15. Do you fully understand the implications and applications of diversification in your portfolio? The Investment Vortex; Free Market Investment Analysis
16. Do you have a system to measure portfolio volatility? Free Market Investment Analysis
17. Are you aware of the incentives brokerage firms and the financial community have when selling commission based products? Costs: The Dark Side of Investing; Free Market Investment Analysis
18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it? Separating Myths from TRUTHS
19. Can you identify the cultural messages and personal mind set about money that destroys your peace of mind? Defeating Your Money Demons
20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode? Investor Inventory