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Deep Dive with Andy Hill is happening in 35 hours
Fully Committed
Good Morning everyone, I just want to share my progress for the last two (2) weeks. I visited both Schwab and Fidelity to talk with advisors about their company's financial services. I opened a brokerage account after watching the Wealth Twin video. I will be retiring soon from the Federal Government with funds in the TSP (retirement account) so I opened up a Traditional IRA and Roth IRA. I also, opened up a High Yield Savings account with CapitalOne (formerly ING). I already had a basic checking and basic savings account with CapitalOne but moved most of my money to my new High Yield Saving account.
Lesson learned - stop procrastinating
Update - We had a Capital One 360 high interest account for over 5 years. The interest went back down last year to 1%. I was going back and forth between finding a new high-yield savings account or a money market fund to keep our savings account. I finally called Capital One and asked what products they offered with a higher interest. Over the phone they changed my account over to a "new" higher interest savings account. It was so easy. Lesson learned - stay on top of my accounts.
Automatic Investing at last!
I’m happy to say I have been investing regularly since January I believe, at different percentages. I was doing it manually, because I didn’t think there was a way to automate variable income. Yesterday I discovered on Quickbooks Payroll that I can direct deposit a percentage into the primary account and the rest will be deposited into the secondary! So I just set it up for 90% to be deposited into the primary and 10% into my IRA. 🎉
Income Launch Lab Update
Hello All, Just an FYI, the 1-1 coaching seat for the income launch lab has been purchased. At this time we are going to suspend the quiet access seats. Depending on scheduling we may be able to do another round of 1-1 coaching for the income launch lab and may consider opening the quiet access again. We will keep you posted. Hope you all enjoyed the long weekend.
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June Monthly Meeting Recording
Hello All, Attached is the recording from last night's meeting. I thought it was a great meeting and very imformative. Thanks for showing up. Also we took your feedback into account for the new opportunity and made some adjustments. We will let you know the updates shortly.
June Monthly Meeting Recording
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Financial Independence Academy
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Learn how to increase your wealth through investing and mastering personal finance.
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