I tell this story from a place of understanding and empathy. We all have our version of this, myself included.
A gentleman called me up and said he handily beats the S&P 500 every year, so he didn’t need help managing his money.
What he wanted help with was calculating his return.
Let that sink in for a minute.
My most trusted business advisor is my wife.
Nicole’s got a brilliant mind for business, so when she calls me out on my mental miscues, I listen.
We should all be so lucky to have someone we trust see our blind spots for us and call us out as needed.
Someone to safely tell you you can’t know if you’re “beating the market” if you don’t know what your return is.
Do you have someone you trust to call you out?
Financial Zen Members do.
