The Genie has granted you a Wish

Amar Pandit , CFA , CFP

Imagine that you have Aladdin’s magic lamp in your hands.

Now rub the magic lamp and the Genie appears. This time however you are only granted 1 wish. The catch is that you have to make a choice between 2 wishes.

Option A: 15% return


Option B:  Never have to worry about money and follow your passion (Yes this is rolled into 1)

Which one would you choose?

I can bet my life that all of us would go for Option B (only if you want to kill me would you choose Option A).

Yet when it comes to money, why is it that we think about a 10% or 15% or Highest Return when the purpose of money is to do Exactly Option B.

A great advisor or team will help you exactly do that – find out what it takes to get you to never ever worry about money and get you to start making progress on that front.