First Steps
In 1982, God dramatically changed my (Phyllis’) life and directed me to help other vulnerable women understand the truths about how to eliminate investing stress. However, this information isn’t just for women, it is for everyone… female or male, young or old, anyone who wants to simply become a successful Investor and avoid financial abuse. We admit, our passion is to help other mature Christian women, the most vulnerable of the vulnerable, so if it seems that this book is biased towards women, you are right, it is! Our passion is to save all Investors.
" It takes courage to make changes. Courage is not the absence of fear; it is being scared but still taking the next step."
About The Book
This book is for people who know they need to invest but are confused by all the conflicting messages they hear, and they don’t know how to invest or whom to trust. They don’t want to read financial newspapers, don’t want to watch financial TV programs, don’t want to pick stocks, don’t want to trade in and out of the market, and don’t want to pay lots of investment costs.
- Financial Abuse
Nobody needs or deserves financial abuse, and you don’t have to take it anymore! - Investment Mistakes
This book reveals some of ours, some our Investors, and some others have made before turning to the Free Market Portfolio Theory. - A New Beginning
Today is the beginning of the rest of your life, and it’s time to get a handle on what you want to accomplish. - Light Reading
We have purposely kept the book “light”, so you can read it quickly and share it with others. - Stress Free
Are you ready to let go of your old money stresses? It takes courage to make changes and we’re here to help. - Truth VS Myth
You will know what you need to know and have enough information to discern investment truths and separate them from the myths of investing!
Book Contents
STOP THE STRESS!
- Feeling Out of the Information Loop?
- Your Beliefs Matter
- You are the Steward
- Eliminate Your Fears
NO REGRETS!
- What’s Right for You?
- Integrate Your Virtues into Your Goals
- Dream Bigger
- Walk Your Talk
- Your Investment Check Up
- Free Market Coaching
- Advisors vs. Coaches
INTERVIEW YOUR ADVISOR!
- Translate the theme into the language of your choice.
- Know Your Advocate
- Your Free Market Review
- Ask Your Current Advisor
- Finding a Free Market Coach
NO ONE DESERVES TO BE DECEIVED!
- Say “No” to Financial Abuse
- You Need the Truth
- Investment Scandals
- Avoid Scandals & Ponzi Schemes
- Investment Philosophy
- Four Simple Investment Questions
- Abusive Annuities
- Annuity Truths
- Complexity
- Illiquid Investments
- Retail Mutual Funds
IS RETIREMENT IN YOUR FUTURE?
- Employer Retirement Plan Trap
- Questions for Retirement Plan Employers
- Pass it Along
- Your Retirement Lifestyle
- Key Retirement Plan Points
- Dollar Cost Averaging
- Celebrate When the Market Goes Down!
- Test Drive Your Retirement Dreams
- Freedom from Social Security
- Repetition is Good
FINANCIAL PEACE OF MIND IS YOUR DECISION
- Discovering Peace of Mind
- Simpler, Better, and Cheaper
- Four-Step Investing Process Overview
- Investors Need to Apply the Truths!
- You Don’t Know What You Don’t Know
- You Don’t Need to Know Everything
- Step #1: Free Markets Work
- Step #2: Modern Portfolio Theory
- Step #3: Rebalance
- Step #4: Stop Moving Your Money…Forever!
- And much, much more…
