Sarah SullivanFounder and CEO of SuGo Capital

3 STEPS to OFFRAMPING #investing #wealthbuilding101 #investment #shorts

Name: 3 STEPS to OFFRAMPING #investing #wealthbuilding101 #investment #shorts
Uploaded: 2024-01-08T14:29:23+00:00
Duration: 51 s
Channel: Sarah Sullivan
Description: A short YouTube video by Sarah Sullivan giving step-by-step advice on "offramping" from a job through investing and wealth-building. In this segment she…

8 Jan 2024 · 1 min

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0:51

A short YouTube video by Sarah Sullivan giving step-by-step advice on "offramping" from a job through investing and wealth-building. In this segment she emphasizes getting very specific about goals: assign a numeric net-worth target, attach a timeline, and articulate a strong personal why. She references a simple goal-setting chart (linked in the description) and uses her own objective — achieving a target net worth to become job-optional before her daughter reached third grade — as an example.

Questions this video answers

Before her daughter was in third grade.

A goal-setting chart (linked in the video description).

Chapters

One is getting really clear on your goals and your personal vision. Like, so, so clear. So there should be a number and a timeline associated with it. Okay, so this is the first thing. There's a link below, and it's a goal setting chart. And it's really easy. I use this goal setting chart to set intermittent goals that would help me reach my big goal. And my big goal was to achieve a certain net worth in a certain time frame. And that net worth would allow me to be job optional. And I wanted that before my daughter was in third grade, because that's the time when I really wanted to start being present for all the stuff that kids go through and as they start hitting puberty and middle school and all of that. So I had a really clear number in my mind of net worth and a really clear date and a really strong why for myself.