Free Guides & Goodies

In this section you can access downloads to free guides and goodies. Click on the links to go to the resources.

Download an Investing Checklist


 
Download, click here

The most important artefact for an investor is the checklist. Used by super-investors like Phil Town, Charlie Munger, Tom Gaynor and many more! 


Free Goal Setting Workshop

I’ve created a Goal Setting guide - a workshop - that you can download for free – read this article first (because there’s some additional information in the article) and then use the guide when you’re ready for setting the goals.
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Download - tap here

Use this guide to:
  • Set inspiring goals 
  • Develop a plan
  • Create momentum
  • Design the life you envision
Download the free guide here


Free Training about Value Investing


Investing in stocks can be an emotional journey. It doesn't have to be! Clicking the “buy stock” button with confidence and certainty that you’re investing in a wonderful company and knowing you bought it at a great price. Thinking about your future of a life with abundance to do what YOU want to do. No more fear of missing out in the stock market or hoping that the stock goes up.

Partner Money Mindset Questions


Download this great partner exercise where you can ask each other questions and reflect on shared money habits, patterns and goals. Perfect for a long road trip or a date at home. 
PS: also works if your partner is you!

Learn how to invest with this 12-month Investing Practice

Get 12 months of investing topics for free. In this free 12-month investing guide you’ll find topics, which gives you energy, delight and joy - but also probably topics where you’d have to stretch. Stretching is learning something that you know very little of today. It’s where you know that you’ll have to stretch and really lean in to understand. A great way of building confidence in making investing decisions.



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Where does Warren Buffett live? Your itinerary to Omaha

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If you ever have the opportunity to visit Warren Buffett’s hometown Omaha in Nebraska, this is what you absolutely must do while you’re visiting: Scroll down for more photos of his house Warren Buffett’s Home 5505 Farnam St., Omaha, NE 68132 You may think that a billionaire like Warren Buffett lives in a mansion in a gated community. But this couldn’t be farther from the truth. His house is a modest home in a quiet neighborhood of Omaha. It’s only a few minutes from Downtown Omaha yet the neighborhood is calm and quiet and absolutely lovely. It takes Warren Buffett approximately 7 minutes to drive from home to work at the Berkshire Hathaway HQ (unless he stops by at McDonalds – read below) One thing I thought was sweet was the water dispenser for passing-by pets on the sidewalk outside the gate. Gorat's Steakhouse 4917 Center St, Omaha, NE 68106 My husband and I had the most amazing experience at Gorat’s Restaurant, which is one of Buffett’s favorite places, where he takes family m
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The Dangerous Illusion of Being Diversified

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Are you diversified? The other day a woman mentioned that she had read that diversifying would reduce risk, so she had bought a bunch of different ETFs to ensure she was diversified. At that time, she didn’t know about the fact sheet that every ETF has and that it’s possible to see a list of the stock holdings in an ETF. It turned out that there were major overlaps, the holdings were basically the same, and she wasn’t diversified as she thought she was. This story reminded me of one of my first experiences being a speculator. In my mid 20’s I invested in microcredit. I supported small, female businesses in Africa by giving a credit and in return earning a small interest. I knew about diversification, so I invested in multiple African countries and in many different areas of business (delis, hair salons, tailor, agricultural business etc.). To me it was more about contributing to these ladies, rather than getting my money back.  Overall, it went well - a few loans defaulted but overall
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5 Myths About Investing and The Stock Market

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Here are 5 myths about investing in the stock market explained. The insights in this post will change a traditional view on investing, trading stocks or ETFs and about how the stock market works. Myth #1: The way to forecast if a stock is a good buy is by studying the graph. Behind door number one is one of the most common myths I see today. Many people will look at the stock’s price graph and if it’s been going steadily up over a period, they will buy the stock. The belief is that the past price and upward trend on the graph indicates success and that the stock is likely to continue trailing upwards. But the past doesn’t equal the future and the price of the stock is not equal to value of the business behind the stock.  If you’re currently buying stocks this way, a good way to make a small change is to add in a few steps before you buy the stock: Check the company behind the stock. Is it profitable or reporting a loss? Does the company have debt? And does the management have integrit
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How to Pay Yourself First

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You might have heard about the concept of paying yourself first and here you’ll get my step-by-step recipe that can turn your focus from bills and expenses to being able to pay yourself before you pay anything else. Today you might be in a situation where everything you earn is going to expenses and fun. Most people pay their bills first but with this concept you pay your bills last. It’s really a mindset change more than anything else. You want your money to first and foremost go into “cash-flowing asset” and in plain English that means something that is producing cash for you. These are my steps; they don’t work for everyone, and ex. author Robert Kiyosaki would likely not recommend you do it this way because he would rather want you to set a goal on how you could earn more rather than cut anything out. But this is what worked for me and if you would prefer to set a goal like Robert Kiyosaki, jump to step #2 Step #1: Cut Down on Unnecessary Expenses Make a list of everything you buy
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