The Importance of Holistic Investing

This chapter emphasizes the risks of relying on a single company or industry for investment and highlights the need for individuals to have a comprehensive and diversified approach to investing.

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Robert Leonard talks with Shinobu Hindert about her book, Investing is Your Superpower, the relationship between money and women, and much more!

Shinobu Hindert is a Certified Financial Planner, money expert, and creator of Empowered Planning, LLC. As a financial advisor, she created personalized financial plans for high-net-worth individuals all across the country, overseeing more than $350 million in client assets.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor?

05:51 - What made Shinobu want to write another book about money and what guided her to make it different than the rest ?

08:09 - How Shinobu has been seeing the relationship between money and women change over the last few years and how she expects this to continue to evolve into the future.

09:44 - Where Shinobu thinks new investors should start with their money journey and build a foundation.

16:46 - How a budget allows people to actually live a better, happier lifestyle, rather than feeling constricted.

24:43 - How people can pick the right investment strategy for them once they’ve got their personal finances in order and are ready to start building a house and their investments.

33:44 - Where a financial advisor comes in when it comes to all aspects of money (i.e. personal finance, investing, insurance, etc.) and if everyone really needs one.

38:09 - If millennials should prioritize saving and investing over reducing debt, or if they should focus on their debt first.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Shinobu Hindert’s book Investing is Your Superpower.
Morgan Housel’s book The Psychology of Money.
Thomas Stanley and William Danko’s book The Millionaire Next Door.
All of Robert’s favorite books.

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SPONSORS

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Connect with Shinobu: Website | Instagram | Facebook

Connect with Robert: Website | Instagram

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