Investing Complexity: How Passive or Active Is Your Investing Style?

Are you like many of the Invested Teacher listeners who are thinking you want to go all in on side hustles, real estate, stock options trading, infinite banking, and more? While it might all seem like roses and butterflies, there is a lot of learning and a ton of ongoing work related to the Invested Teacher Team wealth building journey. In fact, our journey might be a perfect fit for you, or it might feel like shoving a round peg into a square hole. 

In this episode, we are going to help you discover how to identify where you stand on the investment complexity continuum and pinpoint the level that aligns best with your financial goals and risk tolerance. We'll also unveil why, for many, the extra effort that active investing demands is truly "worth it,” while for others, it just might not be a great fit. 

Wherever you land on the passive vs. active investing spectrum, we are certain you’re going to learn a ton from this episode!

What you’ll learn: 

• The details of how the Invested Teacher Team got started on their wealth building journey including the significant amount of learning that took place in the beginning as well as the ongoing work required to continue on this path;
• Why you should reflect on where you are on the continuum of investment complexity and where you are comfortable (and excited) to go;
• How to realize what level of complexity is the right fit for you as an investor including how active or passive your investing commitment might be; and, 
• Why all of the additional work and complexity that active investing brings with it is still “worth it” for some;

Resources: 

• Who Not How [Book] Dan Sullivan
• The Invested Teacher Wealth Building Booklist 
• The Real Group Windsor Real Estate Team
• Invested Teacher Ontario Mortgages
• Invested Teacher Wealth Planning
• Download our Wealth Building Blueprint

Interested in Joint Venture Opportunities?

For those interested in being considered for potential Joint Venture (JV) opportunities, reach out to us here.

Contact Matt if you’re Buying or Selling Real Estate in Windsor or Essex County!

Reach out to Jon if you’re looking for an Ontario Mortgage, Ontario Mortgage Refinance or a HELOC in Ontario.

Get in touch with Kyle to begin your journey through his Canadian Wealth Planning System.

Check out the work Jon and Kyle do assisting mathematics educators and district leaders.

Ready to connect? Text us your comment including your phone number for a response!

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.