The Wealth Equation

Haphazard Harriet: From Guesswork to Predictable Profits

Episode Summary

If your investments feel confusing or if you don't actually know your returns, & you have money scattered across different accounts, this episode is for you. I walk you through what you actually need to know to simplify your portfolio and add $1.2M to your net worth, without changing your contributions. Plus, how to go from a portfolio that runs out… to one that never draws down and compounds forever.

Episode Notes

If your investments feel confusing or if you don't actually know your returns, & you have money scattered across different accounts, this episode is for you.

I walk you through what you actually need to know to simplify your portfolio and add $1.2M to your net worth, without changing your contributions.

Plus, how to go from a portfolio that runs out… to one that never draws down and compounds forever.

Tune in to learn:

• What you actually need to know about managing your investments
• How to add $1.2M to your net worth very simply, without changing the amount you’re contributing
• How to shift from a portfolio that runs out to one that compounds forever
• Why the market going up 11% in 2 months is costing you tens of thousands
• How women with babies, travel, and packed schedules still make time for this