2020 Dec Ebook NewPDF

Chapter 2
Does This Sound Like You?
Here is what I hear most from my clients:
• Overwhelmed and I don’t know where to
start.
• Have no idea what I’m doing.
• Completely stressed out, but hard to ask
anyone for help.
• Frustrated I can’t seem to get ahead.
• Lacking confidence in my financial future.
• Worried I’ll end up like my parents.
• Husband wanting to keep up with the
Joneses. Buying nicer more expensive
versions of things we don’t need.
• Have outstanding debt balances and
underfunded retirement accounts
• No emergency savings despite having
regular income.
• Not clear on exactly what I need
• Don’t know the difference between a Roth
401k and a traditional 401k
• SHIT THIS STUFF IS CONFUSING
• How will I pay for the kid’s college without
going into debt or sacrificing your
retirement?
• Feel controlled by my money which limits
my choices
• Missing opportunities to maximize my
wealth
• Feel guilty about money. Spending it on
myself, etc.
• Sick and tired of working hard and have
nothing to show for it.
• Unsure how much to save in my 401k
versus paying off debt.
• What funds should I pick for my 401k?
• No clue where I should be investing my
money. IRA, Roth, 401k and the list goes on
• Too busy to focus on my own investments
and wonder how will I retire?
• What the hell is a stock, bond and mutual
fund anyway? And do I REALLY have to
know?
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