Saving and Investing Like a CFO

Saving and investing are two of the most important things we do with our money. There’s a lot we can learn from how Chief Financial Officers (CFOs) do it. 

It’s a CFOs job to invest corporate assets (or decide not to). They must manage today’s financial needs and the company’s future needs. They’re constantly working to maximize efficiency, profitability, and long-term value. Where’s the best place to invest corporate assets? Where are they most needed? What can we afford to do? What can we afford not to do? These are just some questions CFOs must answer.

How to Start Saving and Investing Without Spending a Lot of Time or Money

Getting started is hard.  Once we get started, keeping going and finishing is also hard.  These realities are what keep us from doing meaningful things because meaningful things are often difficult to do.  So, the purpose of this post is to help you get started with saving and investing.  I’ve also made a promise to help you do it without spending a lot of time or money and I’m confident I can deliver on that promise.  

Here’s where I’m coming from:  I’ve been helping people create positive financial habits for 20 years in my work as a financial advisor and I’m personally financially successful. 

Your Investing Framework with Chris Belchamber

LifeBlood: We talked about the opportunities  ordinary investors have to participate in the markets, how our emotions play into investing, how the best investors think about risk, and how to position yourself for success with Chris Belchamber, Managing Partner of CB Investment Management and author of Invest Like the Best.  Listen to learn a framework to help you become a successful investor!

Investing with Purpose with Cam Barsness

LifeBlood: We talked about investing with purpose, ESG investing, changing the way you interact with money and financial advice, and how to get started, with Cam Barsness, CFP, Partner and Financial Advisor with Kutscher, Benner, Barsness and Stevens. 

Listen to learn why‌ can start making a difference whenever you want!

Saving and Investing

This course will teach you the fundamentals you need to start saving and become an investor

My Code: A (Family) Values Workshop

To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:

• Explore your most important values and prioritze them.
• Question why they are of greatest importance.
• Determine how you’re currently living them and where there may be opportunities for improvment.
• Development a plan for ensureing you and your loved one are living a life aligned to your highest values.

DIY Financial Plan Workshop

Is it possible to DIY a financial tested by ahmed? The answer is yes, and this workshop will walk you through the important considerations and steps to take!