31 min
4 Steps to Start Your Investing Journey with Tess Waresmith Keep What You Earn
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- Entrepreneurship
Today, Tess will share her extraordinary journey from an $80,000 investment loss to a seven-figure net worth—all by the age of 35. She's here to dispel the myths that hold you back, like that pesky belief that you're "not a numbers person," and to guide you through the world of investments with clarity and confidence.
Together, we aim to create a space where you can learn about money and investing without fear or judgment. Tess’s Savvy Investor Starter Pack offers invaluable resources, and her personal story will prove that understanding the basics and finding the right financial support isn't as time-consuming or daunting as you might think.
Prepare to be empowered as we uncover the four fundamental steps to start your investing journey, unpack the importance of mindset, dive into the simplicity of utilizing index funds, and why grasping the basics is crucial before you take the plunge. Financial freedom is within your reach, and we're here to help you Keep What You Earn. Let's unlock the secrets to making your money work for you with Tess Waresmith.
Instagram: https://www.instagram.com/wealthwithtess/
Tiktok: https://www.tiktok.com/@wealthwithtess
LinkedIn: https://www.linkedin.com/in/tesswaresmith/
Website: https://wealthwithtess.com/
What you'll hear in this episode:
[04:51] Challenge mental blocks, learn financial basics, overcome mistakes.
[08:12] Teacher ensures understanding of financial terms from start.
[13:57] Basic education is crucial for informed decision-making, whether in the stock market or when seeking financial advice. It's important to have a basic understanding to choose the right support.
[19:26] Understanding money mindset, addressing blockers, setting goals
[22:11] Maximize tax savings with retirement accounts. Choose simple diversified investments like index funds.
[26:17] Learning basics of investing requires mindset shift.
[27:10] Believe in yourself and money as a tool for designing the life you want.
[30:39] Explanation of three-fund portfolio for easy investing.
If you like this episode, check out:
How to Pour Money Into Your Business
How to Introduce Your Kids to Money
The Benefits of Business Continuity Planning with Jim Erben
Want to learn more so you can earn more?
CFO On Demand click here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Today, Tess will share her extraordinary journey from an $80,000 investment loss to a seven-figure net worth—all by the age of 35. She's here to dispel the myths that hold you back, like that pesky belief that you're "not a numbers person," and to guide you through the world of investments with clarity and confidence.
Together, we aim to create a space where you can learn about money and investing without fear or judgment. Tess’s Savvy Investor Starter Pack offers invaluable resources, and her personal story will prove that understanding the basics and finding the right financial support isn't as time-consuming or daunting as you might think.
Prepare to be empowered as we uncover the four fundamental steps to start your investing journey, unpack the importance of mindset, dive into the simplicity of utilizing index funds, and why grasping the basics is crucial before you take the plunge. Financial freedom is within your reach, and we're here to help you Keep What You Earn. Let's unlock the secrets to making your money work for you with Tess Waresmith.
Instagram: https://www.instagram.com/wealthwithtess/
Tiktok: https://www.tiktok.com/@wealthwithtess
LinkedIn: https://www.linkedin.com/in/tesswaresmith/
Website: https://wealthwithtess.com/
What you'll hear in this episode:
[04:51] Challenge mental blocks, learn financial basics, overcome mistakes.
[08:12] Teacher ensures understanding of financial terms from start.
[13:57] Basic education is crucial for informed decision-making, whether in the stock market or when seeking financial advice. It's important to have a basic understanding to choose the right support.
[19:26] Understanding money mindset, addressing blockers, setting goals
[22:11] Maximize tax savings with retirement accounts. Choose simple diversified investments like index funds.
[26:17] Learning basics of investing requires mindset shift.
[27:10] Believe in yourself and money as a tool for designing the life you want.
[30:39] Explanation of three-fund portfolio for easy investing.
If you like this episode, check out:
How to Pour Money Into Your Business
How to Introduce Your Kids to Money
The Benefits of Business Continuity Planning with Jim Erben
Want to learn more so you can earn more?
CFO On Demand click here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
31 min