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STOCKMARKETMASTERY.com Passing The Financial Baton, But Still Investing Together April 17th, 2021 Gatis and Grayson Roze
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Passing The Financial Baton, But Still Investing Together

Dec 18, 2021

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Page 1: Passing The Financial Baton, But Still Investing Together

STOCKMARKETMASTERY.com

Passing The Financial Baton, But Still Investing Together

April 17th, 2021

Gatis and Grayson Roze

Page 2: Passing The Financial Baton, But Still Investing Together

How we think together and make investing a joint venture

Page 3: Passing The Financial Baton, But Still Investing Together

STOCKMARKETMASTERY.com

1. Sparking Motivation

MONEY MENTORSHIP

2. Understanding The Investor Self

3. Tools, Skills & Routines

4. Action

4 Legs of Mentorship

Page 4: Passing The Financial Baton, But Still Investing Together

T = Tune In

A = Accept

D = Dignity

S = Solution

Simply listen carefully to one another. Good two-way communication is always necessary for mentorship to be effective.

Be flexible and understanding of the other person's financial inclinations and abilities.

Don't judge the other person's behavior as good or bad; discuss their choices with respect, understanding, and patience.

Search for and settle on a mutually satisfactory solution. It doesn't need to be perfect. Tiny steps are fine.

Page 5: Passing The Financial Baton, But Still Investing Together

What works when navigating family finance

Page 6: Passing The Financial Baton, But Still Investing Together

What doesn’t work when navigating family finance

Page 7: Passing The Financial Baton, But Still Investing Together

Combing perspectives across generations

Page 8: Passing The Financial Baton, But Still Investing Together

STOCKMARKETMASTERY.com

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