
Welcome to our first module : The Magic of Seeing it Happen!
This module is all about laying the foundational ideas that can help you experience the joy and magic of that unforgettable moment when you see your first or one of your first investments start to grow — and realize it’s actually working. I’ll share how ideas I learned from the book Unshakeable by Tony Robbins’ books sparked my shift from failed investments, to discovering investment ideas for longer term growth.
You’ll see why they’re such a game-changer for embarking on your investment journey, and how turning simple ideas into real action can lead to greater confidence and unlock potential for growth.
By the end, my goal is for you to feel inspired, informed, and ready to take that exciting first steps for your journey toward the joy of your first growth investment!
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
One of the biggest challenges from learnings we get, is translating these into concrete actions, understanding the specific "how" to make it happen in reality.
"Module 02 : How Do I Start the Journey?" is all about turning the ideas and learnings from Unshakeable that resonated with me, into concrete action by showing you exactly how to start. We’ll walk through practical ways to buy index fund — whether that’s through your local bank, an international brokerage, and on some approaches you can use to find the relevant product in your country.
You’ll learn how to validate if the index-fund related investment products you've seen meet your investment objectives, and ways to help you make that first investment. By the end, you’ll have a clear, doable path to take action in this journey with greater confidence.
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
Module 03 : "Not All Index Funds are Created Equal", is a reality check when investing in index funds. It’s where I learned the hard way that not all index funds deliver the same results. You'll be exposed to my learnings along the journey to see what has worked for me as I invested in index funds, ideas to help you avoid the investing pitfalls I painfully experienced, and other considerations that can help as you progress. May the module help you navigate your way forward in your own investing journey.
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
"Execution trumps knowledge everyday of the week", this message from Tony Robbins in Unshakeable rings very true for your journey toward experiencing the joy of your first investments growing.
Module 04 is all about helping you breakthrough to taking concrete action in your investing journey, ideas on how to get past the fear of starting and building the habits to keep you invested for the long run. You'll learn approaches on how you can manage your risk, and stay in the game for the longer term to allow the magic of compounding to manifest. The goal is simple: take that first step, stay consistent, and keep staying in the game until your investment seedlings become flourishing trees.
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
Module 05 : "Expanded Investment Ideas" is about broadening your investment horizons beyond to exploring options that may better fit your objectives and profile. You'll learn ideas for those open to higher risk for potentially bigger gains, and for those looking for greater stability with the willingness to accept lower returns. As you progress in your journey, these thought starters can help evolve your approach into one that is more fit for your goals.
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
Module 06 wraps up the journey by centering on “3 Powers” within you — Execution, Focus, and Decisions — to help you progress along the journey of experiencing the magic and joy of your first or one of your first investments growing.
It’s about taking action, bring clarity to knowing exactly what you want and why you want it, and making firm, time-bound decisions that move you forward. By connecting with your deeper reasons, committing to your goals, and following through step by step, you can overcome fear and uncertainty, stay consistent, and keep building toward the inspiring and compelling future you are creating.
Important Considerations:
This course is designed to provide information that the instructor believes to be accurate on the subject matter it covers. It is delivered with the understanding that neither the instructor nor the platform nor publisher is offering individualized advice tailored to any specific portfolio or individual's particular needs, nor accounting advice. A competent professional’s services should be sought if one needs expert assistance in areas that include investment, legal, and accounting advice. This course may reference performance data collected over various time periods. Past results do not guarantee future performance. Additionally, performance data, as well as laws and regulations, change over time, which could alter the status of the information presented in this course. The course solely provides historical data to discuss and illustrate the underlying principles.
Furthermore, this course is not intended to serve as the basis for any financial decision; as a recommendation of a specific investment advisor; or as an offer to sell or purchase any security. Only a prospectus may be used to offer to sell or purchase securities, and a prospectus must be read and considered carefully before investing or spending money. No warranty is made with respect to the accuracy or completeness of the information contained herein, and both the instructor and the platform specifically disclaim any responsibility, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any contents of this course. In the examples that follow, many people's names and identifying characteristics have been changed.
The Joy of Your First Growth Investment
This course is designed to share ideas that can help you take action along the journey toward experiencing the magic and the joy of one of your first investments growing. We start with the inspiration and mindset shifts that spark action, guide you through the practical steps of starting, avoid pitfalls, and show you how to build habits that keep you in the game for the long term. The program takes inspiration from the ideas from Unshakeable, and how to translate these into concrete action. You’ll also explore opportunities that suit your goals and discover the personal “powers” in you that can help you breakthrough to take the first steps, and keep moving forward to persist in the journey.
Module 01 – The Magic and Joy of Seeing It Happen
Discover the excitement in the potenital of your first investment growth and how simple ideas can be the foundation for longer term benefit.
Module 02 – How to Start the Journey
Learn practical ways to translate the ideas for investing in index funds, to concrete action.
Module 03 – Not All Index Funds Are Created Equal
Explore ideas on what factors play a role in how the index funds can perform differently across types and products.
Module 04 – Kickstarting and Staying in the Game
Start smart, stay consistent, and stay in the game to manifest the magic of compounding.
Module 05 – Expanding Investment Ideas
Explore additional ideas that can be more fit your objectives and profile, toward evolving your approach to better meet your goals.
Module 06 – Your 3 Powers
Harness Execution, Focus, and Decisions to take action, stay committed, and keep building your inspiring and compelling future.
May these ideas serve you toward experience the magic and joy of growth!