An introduction to the Investment Barbell Strategy and managing your financial life.
We will discuss maximizing wealth for those not wealthy yet – but who would like help getting wealthy.
The approach to managing your financial life:
Set up investment barbell strategy (“IBS”) with common fintech and decision tools.
Integrate IBS into your life with appropriate information sharing.
Regular reviews to explore progress against the IBS and make adjustment recommendations
Make periodic banking and financial changes.
Read my book - Making Choices, Making Money, Your Guide to Confident Financial Decisions.
Enrollment in the monthly “Decisions” email series. Provides content for high-impact seasonal financial decisions.
Access Jeff Hulett’s YouTube channel, for short podcasts covering “Decisions” curriculum
In this VidCast, we demonstrate WHY the investment Barbell Strategy works!