Embrace Any Future

S1 E3 An Agreement With Yourself


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Listen to Rachel as she reads an article she originally wrote in March 2024 about creating your own investment policy statement. In this recording, she expands on the original content to encourage her audience to develop their investing skills. Whether you're opening a savings account at 17 or evaluating your assets as a new retiree, it's never too early or too late to cultivate an investor mindset.

Please note that this is not investment advice. It is educational material designed to help listeners grow their understanding of key considerations as they embark on their investment journey.

You can find the original article here, along with key highlights of what will be covered: An Agreement With Yourself.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit embraceanyfuture.substack.com
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Embrace Any FutureBy Rachel C. Ybarra, CPA CGMA