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Financial Mastery - Coggle Diagram
Financial Mastery
Saving
Emergency fund - 6-12 months cost of living
Optimizing fixed expenses
Automated transfer to savings accounut - 12-15% of income
Tracking and optimizing budget plan on a monthly basis
Earning
Focus on
one skill
with high earning potential
Find my first customer I can help out with something of value
Preparation for the coaching call with Lauren Warren
Study the real estate market in Lisbon - make my first investment
Useful resources
Build a Notion planner for my financial goals (Tony Robbins app replacement)
Udemy course - personal finance
Money Master the game audiobook and worksheet
Master Excel essentials - LinkedIn Learning course
Investing
Optimize my asset allocation portfolio
Research index funds with low management fees.
invest in myself - develop an abundance and growth mindset
Optimizing
Revisit Money master the game - Upside without the downside
research optimizing my taxes with the NHR regime
relocate my portfolio to Interactive brokers