Wed, 21 July 2021
Today we’re going to focus on how to best track your investments, as well as your net worth.
This is of course critical, as you need this data to determine:
1. How much more do you need to be financially independent and retire?
2. Whether you are trending in the right direction
Tracking your net worth and investments is no longer something that you have to do manually, by tediously entering your numbers from all your different accounts into a spreadsheet. You also don’t have to do that boring data entry over and over again, every time that you want an update.
So for this episode, I brought on the creators of two free tools available to Canadians. The first is a net worth tracking tool called Wealthica. While the second is an investment tracking and automation tool called Passiv (which I’ve already been using for years to manage, automate, and get reports on my investment portfolio).
You can click here to open up a free Passiv account (Questrade members also get the free upgrade to the Elite Member Plan.
You can sign up to Wealthica for free here.
Free tickets to the Canadian Financial Summit: Sign up anywhere for free on buildwealthcanada.ca to get free tickets to the digital event once they are ready (the annual event is on September 22, 2021).
Your Mortgage Questions Answered: Since it's real estate season here in Canada, we also mentioned our resident mortgage expert who can answer your mortgage questions for free. You can sign up for a free call here (there is no cost and no obligation to select any of the lowest cost mortgages that he's able to find in from the 60+ lenders that he monitors.
Investing Course: The investing course was also mentioned in the intermission, which you can try risk-free for 60 days here.
If you liked the episode sign up for free to receive all new episodes as they get released, news on giveaways, and the free guide on the Top 5 Personal Finance and Productivity Tools.
Direct download: How_to_Be_Your_Own_Money_Manager_-_Passiv_and_Wealthica.mp3
Category:Investing -- posted at: 12:07pm EDT