How to Leverage Your Assets to Work Smarter, not Harder

Out of Personal Finance into the Land of Assets

Why Assets Matter

Assets — But I Don’t Have Any?

Property or Real Estate

Stock, Bonds, Mutual Funds

Intellectual Property

Business Equity

Grounding This Conversation

  • If you don’t currently, figure out a small number you can regularly set aside for retirement. (If you need help figuring this out, A Dance with Finance will teach you how to budget less while still achieving your goals!) (If you already make regular contributions to your future-self, give yourself a pat on the back!)
  • If you got a big tax return, stick a chunk of that into investments.
  • Take a more active role in understanding your 401k or IRA (if you have them.)
  • Plan your business to provide your salary AND your profit. I offer a step-by-step guide in this online course!
  • if you’ve already got all of the above covered, contact a financial planner. A good financial planner will support you in investing your money wisely so it can do work. They understand that “saving for retirement” is only one part of the equation. They can help you learn how to make the money do the work so that you have more options with how you spend your time. The really good ones even know how to invest your money in ways that align with your ethics and help keep corporations accountable.

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Maggie is a business coach who helps launch and grow self-employed businesses. Learn how she could help you at https://www.maggiekarshner.com/

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Maggie Karshner

Maggie Karshner

Maggie is a business coach who helps launch and grow self-employed businesses. Learn how she could help you at https://www.maggiekarshner.com/