1. compound growth - what is what you are investing now going to be worth later? 2. real return - are you actually getting rich? or is inflation eating away at your money 3. opportunity cost - everything has a second price tag 4. target retirement portfolio - what amount do you need to suppo

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Non-Traditional Retirement ➡️ career breaks, reinventions, taking a chance on yourself, transitioning to part time, retiring early, gap years, taking time of to be with family…basically taking back control of your time What are your honest thoughts on this?? I surveyed my audience and 73% of p

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Retirement could look wild in 2045 make sure to plan accordingly ✨ #retirementplanning retire early, mini retirement, AI and retirement, millennial

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Would you rather have a one fund simple investment portfolio by using an ETF like VT or would you rather use multiple ETFs like VTI and VXUS to create more control within your portfolio? Let me know in the comments!

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Start to use Roth IRAs more strategically. Let me make it clear all of these levels are better than taking no action at all and some things may not apply to all people! Let me know what level you're at in the comments 👇 Basic - You opened a Roth IRA (or maybe you are about to) & yo

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Brokerage account mistakes Let me know which ones you want in more detail! #investingforbeginners #taxplanning #financialliteracy

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I need to invest my extra cash... I'm great at making to-do-lists. I'm not great at finishing them. If thats you too join me in the August Audit & hold yourself accountable to actually closing out all of your open loops. We all need to take back more money, time, & brain space ✨ Comment L

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4 *first* steps to figuring out your financial freedom Apply these general frameworks to your own income, expenses, and financial plan education only #financialplanning #financialfreedom

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the american income where your money finally passes your cost of living is around 5k a month, and the fastest way there usually isnt a side hustle, its raising your actual income (upskilling with Coursera *not sponsored + job hopping *intentionally) Interpreted from Table 1203. Income before t

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don't make these roth IRA mistakes

Save this for later so you remember to check your own Roth IRA Comment START for my investing guide if you are just getting started. Be sure to FOLLOW @downtoinvest so you don't miss the thing that changed the way I think about Roth conversions (as someone who has been in the industry fo

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Roth IRA or Traditional IRA, Roth 401k or Traditional 401k? You SHOULD do the math there are resources online for free You SHOULD also ask yourself if the certainty or any of the other Roth benefits make sense for your goals. 1. No RMDs 2. Tax-Free Inheritance 3. Contribution Withdrawa

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Money Advice if you're 30+ 1. Know where you stand (based on facts not feelings) 2. Develop a plan where you focus on changing ONE thing to get you closer to your financial goals (overwhelm prevents you from taking action) 3. Be specific about what you want (paint a vision of a reality y

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Ep. 1 Renting versus Buying a House The way I think about evaluating isn't always about the math its also about the tradeoffs from both sides. Make sure you identify them for yourself & your family! I do think real estate can be a great investment if you are fully prepared for all of the

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I need to remind myself I'm ENJOYING my money not losing it #financialfreedom #moneymindset #moneymind

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Coast Fire - the point where you have invested enough money that without investing any more... compound growth would get you to a target portfolio balance (FIRE). That balance would provide for your lifestyle by your desired age. Comment FIRE and I'll send you an AI prompt (use with any AI mode

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1. Time and choice are assets, same as money. And money's real job is letting you spend your time and make your choices on your terms, not someone else's 2. Not everything has to be optimized. Sometimes living is the point, and an unfinished to-do list is not a moral failure. 3. Planning a

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There are ways to make your Europe trip more affordable. Since this is a page about money strategy and building financial freedom I want to share a little bit about what that looks like in my life. I am searching for a place I want to live for part of the year. My current destination is Va

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heres to being more intentional with our time and money xo #financialfreedom #millennial

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Low cost index ETFs are an amazing way to build wealth and for the majority of positions in your portfolio they are the winners, but I'm a BIG fan of picking out active funds in specific niches, or with specific fund managers because I truly think think giving someone the flexibility to exit or ent

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Grocery prices in Spain versus the United States...thoughts on this? 🤯 My grocery bill was cut in half and the quality of the products >> Stuff from Consum in Spain compared to Safeway in the U.S. #costofliving #groceryhaul #groceryshopping #movingabroad

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Mallory, CFP® Personal Finance