5 Ways to Fuel Your Investing Success
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2 5 Ways to Fuel Your Investing Success Fuel supplies power. With it, all systems are go. Without it, even the greatest machine can t perform the simplest task. Use the right kind of fuel and peak performance is the result. Use the wrong kind and you can destroy what you hoped to power. When it comes to fueling your investing success, there are certain approaches that will get you the best results and help you be more efficient. In 5 Ways to Fuel Your Investing Success, you ll learn how you can fuel your investment machine to take you where you want to go. #1 - Get Real with Your Finances In stock investing, one of the major approaches is fundamental analysis. Fundamental analysis is a technique used to detect incorrectly valued securities by analyzing a firm s business prospects. Now before you spend too much time deciphering that definition, just know it is how investors judge whether a business s numbers justify the price at which a stock is trading. In other words, it is comparing the story to reality. Now the idea of fundamental analysis is important for you because it is easy to look rich while still struggling to pay your bills. Credit cards and consumer debt make it easy for people to ignore the reality of their financial situation. So, the first way to fuel your investing success is to get real with your finances. You can accomplish this by performing a fundamental analysis on yourself through the creation of a personal financial statement. Some people avoid doing this because they feel guilty about how they ve handled their finances and would rather be unaware of the details of their situation. The key to overcoming this reluctance is to realize that creating your own personal financial statement will help you chart your course for your future. To create your personal financial statement, you will need to record all your income and assets and all your expenses and liabilities. This can easily be done with the help of the Current Personal Financial Statement found in the Rich Dad World Toolkit found on RichDadWorld.com. Once you have completed your personal financial statement, you will be able to determine your cash flow pattern. 2
3 There are 3 basic cash flow patterns: Income The cash flow pattern of the poor is when income pays for expenses and that s about it. It is the textbook definition of living paycheck to paycheck. Job Expenses Assets Liabilities Here we see the cash flow pattern of the middle class. Income is used to buy liabilities (e.g. house, car, etc.) and then whatever is leftover is used to pay expenses. The problem here and the behavior that leads to being stuck in the Rat Race is that those liabilities bring an additional expense with them in the form of bad debt payments, maintenance, and taxes just to name a few. Job Assets Income Expenses Liabilities Income Finally, the cash flow pattern of the rich shows the secret to financial wealth. Income is used to purchase income-producing assets. Expenses Assets Liabilities 3
4 #2 - Set SPECIFIC Financial Goals Most people don t reach their financial goals because they don t put much thought into setting them. They pick a number out of thin air and call that their goal. For example, they will say, I want to have $2 million in my investment portfolio when I am 65. But, ask them how much they need to invest and at what rate of return to achieve their goal and you ll usually be met with blank stares. If you are serious about fueling your investing success, then you must set specific goals with defined milestones along the way. If you have not set your goals already, breakout the spreadsheet and the calculator and figure out how much your ideal lifestyle will cost. Do you need $3,000 per month? $10,000 per month? $50,000 per month? Whatever you decide, that dollar amount is how much passive income you will need to generate. With that dollar amount in mind, you are ready to begin identifying milestones to your plan. This can be difficult and as a result, the place where most people give up. But if you are serious, you will need to look at what you have available for investing, the rate of return, and what investments could provide that rate. In other words, if you are hoping a $2,000 investment in a mutual fund will yield a 40% return, you had better go back to the drawing board. When you construct financial plans that are set in anticipated dollar amounts, rates of returns, and timeframes, you will have the criteria with which to judge whether a certain investment is worth your time. In addition, as some investments perform beyond your expectations and others fall short, you will know how to adjust your plan to either get back on track or reach your goals sooner than you thought. #3 - Invest in Your Own Education and Experience While setting specific goals will get you started on the path, a defined goal, in and of itself, doesn t equal success. For that, you need to know how to accomplish your goal. You need financial education and experience. While a formal education can be found in traditional settings like a classroom with a teacher, much of your financial education has to be driven by you. However, don t try to figure everything out on your own. Doing so severely limits how much and how fast you can learn. Working with others, like a coach, can challenge you to look at and solve problems that are beyond your present expertise. When it comes to gaining experience, one of the benefits of investing in paper assets is the ability to open and trade with a virtual account. 4
5 A common feature of most online brokers, a virtual trading account allows you to test your knowledge and experiment with different approaches all without putting any of your own money on the line. By using a virtual trading account, you can practice what you are learning and gain valuable experience without the risk. Over time, your virtual trading experience will give you the confidence needed to make wise investing decisions. If you wish a more holistic approach to your investing and why wouldn t you? playing the CASHFLOW game is another excellent way to test investment philosophies for real estate, business, leveraging debt, and managing cash flow. #4 - Invest in Relationships Becoming wealthy isn t solely about what you invest in, it is also about with whom you invest. Investing in relationships, especially the right kind of relationships, is key to fueling your investing success. If you want to be or do something new, you need to hang out with people that are doing or have done what you want to accomplish. So, make it a habit to regularly reach out to those who are experts in areas of investing that you want to know more about. Ask a question, set up a meeting, or request a referral. Every time you reach out to someone, you re gradually building the network of expertise at your disposal. Also, consider the relationships you have with those you hire. While they are on your payroll, you should be learning from them as well. If you just drop off a box of receipts to your bookkeeper, you won t reap the benefits of his experience as much as if you set an appointment to sit down and review the overall health of your cash flow statement and what recommendations he has to improve it. Some will be excited to teach and advise you, others will be more interested in collecting their fees. Choose the former. #5 - Stay Committed If becoming rich were easy, then everyone would do it. However, some people give up before they ve even started. They make becoming wealthy more difficult than it should be and most do it without even realizing it. The truth is that you can do it! Through education, trial and error, coaching, and good old-fashioned hard work, you can make your financial dreams a reality. The key is staying committed. Investors prone to giving up do so because they are only concerned with making money. While you should be concerned with that as well, understand that not every investment will be a winner. Some won t turn out as expected. As a result, you need to know how to learn and rebound from mistakes or investments that don t go according 5
6 to plan. Committed investors are equally concerned with mistakes because of the lessons they contain. It is human nature to block out mistakes, gaffes, and oversights, especially when we are the cause of the blunder. Nevertheless, if you take a moment to understand what contributed to a bad decision or investment, then a wealth of learning is at your disposal. For stock investors, keeping an investing journal is one of the best tools to help remedy the problem of dismissing your mistakes. An investing journal forces you to clarify the facts of the trade gone wrong and not the opinions. Whether it is a spreadsheet, notebook, or folder, an investing journal is your designated repository for the details of your investing decisions. For a real estate investor, conducting a post-mortem with your team can shed light on what happened as well. Did you not heed the advice of your agent? Did you cut too many corners with a remodel? By recording why you made your decisions, you become able to spot trends over time. Was there a piece of information you did not consider? Did you violate your investing rules? Or, did you fall in love with the company/tip/property/opportnity even though the financials didn t back up the decision? Just like the professional golfer breaking down his or her swing moment by moment, objectively looking at your investment decisions good and bad will help you learn from your mistakes so you are not doomed to repeat them indefinitely. The Bottom Line Investing success comes down to doing the right things at the right time in the right way. By using the 5 Keys to Fuel Your Investing Success outlined above, you ll be on the right path. Take time to implement each one and allow it to grow with you as you become a more seasoned investor. Doing so will help you to reach your financial goals and more. Take Control of your Financial Destiny and Increase Your Cash Flow by Working with a Certified Rich Dad Coach. Discover the power of working one-on-one with your own certified Rich Dad Coach to help you invest smarter, build and protect your wealth, and create the cash flow you need to live the life you desire. Remember, Robert s Rich Dad was his first coach and helped him become successful by teaching him how to make his money work for him who s helping you? Get your free introduction to Rich Dad Coaching and learn how a Rich Dad Coach can help you do the same. Dad Coaching, visit or call and 6
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