Exciting updates and an investing secret
We have a lot to catch up on! So here’s a smorgasbord of updates. Watch the video to learn more:
Sophia is going to be a big sister!
An update on my 50k goal
New website at redwoodmoney.com
Why I'm capping clients and saying, "no"
About that meteor hurtling towards your portfolio… ☄️
P.S. Haven't had our Q2 meeting? You can schedule time in July. Want first dibs on scheduling your Q3 Meeting? Grab time in August or September.
👇 Click below to watch or scroll to see a preview of the video content.👇
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Links from this video:
Login page: https://www.redwoodmoney.com/login
Get started: https://www.redwoodmoney.com/get-started
Ecclesiastes chapter 4: https://www.bible.com/bible/59/ECC.4.ESV
Scheduling meetings:
Schedule your Q2 Meeting (July): https://www.calendly.com/redwoodmoney/q2
Schedule your Q3 Meeting (August & September): https://www.calendly.com/redwoodmoney/q3
Video Chapters:
0:00 Intro and agenda
0:47 Baby Zoe coming 10/23
1:30 Finishing the 50k
3:21 New website
5:00 Why I'm capping clients for the rest of 2023
5:53 Reflections on saying "no"
7:32 Optimizing for time, not money
9:50 Making room for a better "yes"
10:52 An investing secret: the meteor
12:40 Portfolio hurdles in the past 18 months
14:14 Keeping perspective for the next meteor shower
16:00 Conclusion and scheduling updates
