Welcome to the very first Monday Money Tips! As Kyle mentioned, we’re both Certified Financial Planners with over two decades of combined experience in the financial services industry. Each Monday, we’ll be sharing practical money tips—some will be quick takeaways, while others will take a deeper dive into important financial topics. Our goal is simple: to share knowledge, answer your questions, and help you make smarter money moves. Let’s kick off week one by focusing on the foundation of it all—Getting Your Mindset Right. ________________________________________________________________________________________________ Mindset > Math: Your Thinking Shapes Your Wealth When it comes to building wealth, most people focus on numbers like income, expenses, returns, interest rates. But here’s the truth: the math matters, yet mindset often matters more. How you think about money drives every decision you make, and those decisions compound over time. A Fixed mindset says: “I can’t afford it.” A Growth mindset asks: “How can I afford it?” That simple shift changes everything. One closes the door on possibilities while the other starts looking for solutions. The right questions create the right actions whether that’s finding new income streams, cutting waste, or learning skills that increase your earning potential. Those with a growth-oriented mindset see opportunity instead of limitation. They view problems as challenges to solve, not reasons to quit. They invest in knowledge, relationships, and systems that create long-term value. If you want to change your financial future, start by changing your financial thinking. ________________________________________________________________________________________________ Here are 5 Mental Shift Exercises for you to work on this week: 1. Change Your Questions, Change Your Results A Fixed mindset says: “I can’t afford it.” A Growth mindset asks: “How can I afford it?” Curiosity opens doors. Constraints spark creativity. The words you use frame the possibilities you see.

I just finished step 2, and I keep noticing this AI + Trading workshop. At what stage in the learning process should someone take these types of workshops? Are they meant for people who are more advanced in their learning journey?

As most of you know my financial background before the hedge fund was as a Certified Financial Planner. What you probably don't know is one of my InvestCEO team members, @Rico Russo, is also a CFP! Yeah we have a pretty stellar team to help you all learn...and starting in September we'll be taking that to the next level with...🥁 ✅MONEY MONDAYS Each week we will be providing education on important financial planning and literacy topics! Think investing strategy, tax strategy, credit strategy, insurance strategy, and a whole lot more. We want to learn day trading to increase our income...BUT it's also important to know what to do with those extra dollars. First "Money Monday" post will go out on Labor Day and will include an entire extra Classroom course. So...do you like today's gift?

Where do I start??

I am going through STEP 3. I still don’t understand how and why we block a certain candlesticks (Demand or Supply). And still lost on how to find the winning trade area in the graphs. Kyle is explaining it well but it is just me that feels lost. Maybe I need to go through again and again to skillfully understand. Any strategy?