The IDEAL Investor Show: The Path to Early Retirement

Episode 17: Tips To Choose The Right Financial adviser For You with Janine Nicole Rogan


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Who is the Guest?

  • Janine Rogan is a CPA and financial educator from Calgary, AB. She is a passionate keynote speaker on the topic of financial feminism. Her company The Wealth Building Academy educates and empowers women to take control of their financial future. For the last decade, Janine and been writing and speaking about money, most recently launching an investing course, The Wealth-Lab, to teach individuals how to invest.

Strategies mentioned:

  • Start with a wealth-building mindset
  • Investing in companies? Check their books. [07:24]
  • For Canadians and other non-US citizens interested in buying properties in the US, listen here for financing tips [11:10]
  • What type of mindset do you have? Abundance or scarcity? [13:03]
  • When looking for a financial adviser, ask these questions first [20:00]
  • Don’t know where to start? Stocks, crypto, real estate, etc.? [21:45]

Quotes:

  • People respond emotionally when investing. When things start to go down, people tend to panic sell. And we analyze performance, we see that it's those emotional decisions that end up not being very favorable when it comes to looking at your returns. 
  • Netflix: Don't ever give up. We started with mailing DVDs.
  • We're looking at a wealth-building mindset, we want to make sure that we are not taking on a scarcity mindset- because there will never be enough. I'm spending all this money, what-if-I-lose-it-all mindset. 

Mentions:

  • Netflix
  • Abundance versus scarcity mindset
  • Compounding interest
  • Compounding assets
  • Lofty.ai
  • Peer-to-peer
  • Syndication
  • Shark Tank
  • Dragon’s Den

Investor Q&A Round:

Q: Is there anybody that you specifically admire?

A: Michelle Romanov, who is a dragon on Dragon's Den. She's doing some amazing stuff. Also, people like Michelle Obama or Malala are doing things across the globe.

Q: If you had a time machine,  where would you go? And why?

A:  I would go forward in time to see everything that my son ends up accomplishing. I would also love to go forward in time to the point in which we close the wage gap and see the equality between men and women. 


Check out Janine’s courses at  https://www.thewealthbuildingacademy.com/

Questions for her? email her at hello at Janine rogen.com

Start taking action right NOW!

  • Goal-setting the right way! 
  • Hesitant to make the first step towards real

Any questions?

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The IDEAL Investor Show: The Path to Early RetirementBy Axel Meierhoefer

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