Today’s guest is not yet an adult but aims to reach financial independence by her 20s! She will share her uncommon story, goals, and investment process. What strikes us the most about her, though, is her focus and engagement with her objectives. Ready to be impressed?
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You’ll Learn
- Vero met Emmanuella in a public webinar about retirement with Mike. The young investor came into the chat and wrote: “Hey everyone! I’m Emmanuella, I’m 16, and I’m glad to be here!” That immediately caught Vero’s attention. So Emmanuella starts by briefly describing herself.
- Our guest moved to New Brunswick from Montreal, so her parents could take advantage of lower real estate prices. She describes how this move impacted her life.
- The same year she moved, at 9 years old, she had her first job! What was it?
- Emmanuella also used to have a muffin business. What did this experience bring her, and why did she start working at such a young age?
- What did she do with the money earned from these jobs?
- Emmanuella started investing at 14 years old as part of your homeschooling curriculum. Why did her mom decide to homeschool her children?
- How did her mom start their investing journey? What were the first steps?
- When did the financial independence part come into play, and why does it resonate with the young woman?
- Emmanuella plans to generate enough money from her portfolio so she does not have to work if she wants to. Then, how does she intend to keep busy and get a sense of purpose?
- What does her portfolio look like now regarding asset allocation? And what would her ideal portfolio look like once she reaches FI?
- What type of stocks does she select and why?
- Once she turns 18, Emmanuella will be in complete charge of her portfolio. Does she feel confident about investing independently? What tools or resources helped her gain knowledge?
- What does she struggle the most with when she invests?
- Emmanuella identifies as frugal. Does she plan to keep some of her income as “fun” money? If so, what would she be comfortable spending it on?
- If she had one tip to give others, what would it be?
Related Content
Here is the Doug Casey novel Emmanuella mentioned.
Here’s an episode about retirement that you don’t want to miss.
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