Knowledge, mindset & habits

This is a live call taking place on the second Tuesday of each month, except the month of January, when we meet on the 3rd Tuesday, the 17th of January. There is no monthly call in the month of August. Each call offers an opportunity to discuss your personal progress as well as ask your questions, in addition there will be a short learning bite and / or financial news of the month, which will be announced in advance. You can submit your questions by email and they will be answered whether your are present at the call or not. The call recording will be distributed to the club members.

If you never heard what is a Wealth Management Day, watch this video. If in short, you need to have at least 15min  a week reserved to work on your finances.

I reserved 30min each Thursday at 10am as your Wealth Management Day. You are free to adjust this time to another day of the week or shorten the event to 15 minutes. You can also decide to move the wealth management day each week based on your agenda. 

How to organise your Wealth Management Day?

The idea is to write down any small financial “to dos” as notes in the upcoming Wealth Management Day. That way each week you will have something to do as a small action. If you dont have any concrete actions for that day, use the time to update your financial dashboard or work on your personal wealth strategy.

 If you follow the passive investing strategy, this is your day to buy your investments. You may need an extra calendar event if your investing is a two-step process. In that case duplicate this event on the first week of the month as well. 

If you are not sure what I am talking about, consider joining the next Investment Accelerator.

 This is the day to update your Financial Dashboard. We update our dashboard every 3 months. You can choose to do this update every 6 months instead.