CPA and author; budgeting, family wealth building, investing discipline, and financial independence.
People already spend HOURS every week on their finances. Worrying. Stressing. Fighting about money. Checking their bank balance anxiously. Moving money around manually. When 30 min/mo of focus would fix their finances forever.
The $100,000 portfolio is the mark when a lot of stuff changed for us. It wasn’t the actual amount, but the fact we were able to build a system that generated a substantial enough amount to show us that the...