We used to make good money and save diligently. But our money just sat in bank accounts and retirement accounts while we watched others grow their wealth in ways we didn't understand. It sucked because we felt too embarrassed to ask for help without looking foolish while working at an investment bank. We lived through the 2001 and 2008 market crashes but, investing felt too risky for people like us because we grew up without money. But then, in business school, we learned portfolio theory. We realized most mutual funds were largely a waste of time and that we could manage our own money better ourselves. Which led us to managing our own portfolios, achieving over 22% returns, building $10K+/month in passive income through real estate and the stock market, and retiring at 34. Want to know how we did it? Reply YES and I’ll DM you the details.

Working on an exciting new project that will help so many people achieve financial security. Anyone excited?

The beginner mistakes that can impact your investing are not the huge ones you can see coming, they are also the small ones that can sink your portfolio. Check out the newsletter in the classroom.

So my son comes up to me all of the time with would you rather questions. I thought it would be interesting to do one here: Would you rather be the person who saw every corner of the world but wondered if you left enough money behind… or Assets that change your family's future but a list of places you never got to see?