Why You Should Know Your Goals Before Investing | Episode 66 Artwork

Quiet Wealth

Only 15% of america’s millionaires are self-made women, and I’m one of them. Personally, I don’t love that number, and that’s why I’m here to help you do it, too.

By now you’ve probably been asking yourself some of the questions I hear most often:

Do I need my own business?

How can I create passive income?

How do I protect my wealth as I continue growing it?

How do I teach my kids to be better at money than I was?

How do I REALLY invest and not just use a financial advisor?

And the biggest question of all, How do I WIN the money game?

Whether you’re a corporate VP, a small business owner, or a stay at home parent, if you’re invested in building generational wealth for your family, you’re in the right place.

I’m Camilla Jeffs. I’m a mom of 5, I own 5 businesses and I’m a general partner for a $200 million dollar real estate portfolio, and I built it from the ground up. I had to work really hard to acquire the financial knowledge it took to get my family out of the whole and into a stable financial position and I created Quiet Wealth as a resource for other women just like me - the CFO’s of their family that are committed to building generational wealth.

In this podcast, we’ll discuss the money mindset shift for success, investment strategies for the modern family, tax hacks and tools to set your kids up for financial success.

If you’ve ever been nervous to talk about money, or you’ve felt like it was taboo…you’re not alone. Women are made to feel like money isn’t a conversation for them - and at Quiet Wealth, we’re committed to changing that. I feel strongly that if we don’t talk about this, that number of self made female millionaires will never change.

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Quiet Wealth

Why You Should Know Your Goals Before Investing | Episode 66

April 13, 2023 • Camilla • Episode 66

What sets successful investors apart from the rest is their investing goals. When you know your goals, it's easy to see past enticing deals and understand the numbers.

In this episode, we talk about three investing goals and case studies to help you better understand the different types of investments. If, after listening, you're still unsure what your goals are, then we have something that will help you. Listen up to the end!

Episode Timeline:

[1:33 - 2:51]

• Process of finding a home to live in.
• What are your non-negotiables when looking for a home
• It's the same analogy when investing in real estate.
• What will happen if you invest without clear goals?

[2:52-4:52]

• Example #1: Investing for cashflow.
• Case Study: Katie, a mom who works a corporate full-time job.
• If Katie wants a passive income of $2,000 a month, how much must she invest?

[4:53 - 5:48]

• Example #2: Investing for appreciation
• Case Study: Jessie, single with no children, has excellent cash flow, not interested in quitting her full-time job
• What type of real estate should Jessie invest in?

[5:49 - 6:52]

• Example #3: Investing for cashflow and appreciation
• When you know your investing goals, you can sift through deals that do not align with your goals
• How to invest confidently without second-guessing

[6:53 - 7:33]

• Unsure of what your goals are? Sign up for Investment Crew at www.steadystreams.com

Episode Highlight:

"Before you even begin to consider potential investment opportunities, you have to know why you're investing and what you're looking to get out of it."

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