by Santi | Sep 18, 2023 | Book Notes, Investing
All the notes were taken directly from the source mentioned. – – – Financial success is not a hard science. It’s a soft skill, where how you behave is more important than what you know. People from different generations, raised by different...
by Santi | Apr 10, 2023 | Book Notes, Investing
All the notes were taken directly from the source mentioned. – – – Invisible scripts are the messages you’ve absorbed from your parents and society that guide your decisions for decades and often without even being aware of it. We either ignore...
by Santi | Jul 2, 2021 | Articles, Investing
All the notes were taken directly from “Unshakeable: Your Financial Freedom Playbook by Peter Mallouk and Tony Robbins” – – – Core 4 Principles Long Term Investor without fearing bear trends. Active Managed account overcharge for under...
by Santi | Jul 2, 2021 | Book Notes, Investing
All the notes were taken directly from the source mentioned! – – – High Fiduciary Guidelines Previous Credentials (Not title based): Size of the money and clients Team: CFP (Certificado Financial Plave), State planners attorneys, CPA: Tax Advise...