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INDEX

Habit(s): (continued) persuasion equation (fi ve steps),
plan setting, 20, 24–27 27–28
priority management, 20, 23–24 Instincts, 3, 10
spiritual health, 20, 21 Insurance:
upgrading value of their time, 15 agents, 46, 52
vision, great, 20, 24, 35 asset protection, 226
nature of, 39–40 Irrevocable Life Insurance
Harvesting your business, 88 Trust, 216
Health/stress, entrepreneurship and, 94 life, 50–51, 52
Helicopter-training facility, 18–19 term (recommended), 51, 52
Higher power, 22 Integrity, 91
Hill, Napoleon (Think and Investing/saving for retirement,
Grow Rich), 24 167–180
Hilton properties, Atlantic City, 10–11 art versus science, 170
Hinneberg family, 9 asset allocation (see Asset allocation;
Home ownership: Portfolio management)
mortgage payment acceleration, 44 Automatic Investment Plan (AIP),
national median price for single- 50, 58–62, 64, 72, 77–78
family houses, 135, 141, 142 bonds/bond funds, 129, 140,
refinancing or second mortgages, 68 177–180, 188

trap of debt in, 44, 68 buying low/selling high, 17
Hyatt Hotel, 7–8 controlling emotions, 170
diversifi cation (see Portfolio
Idea generation, 96–99 management)
idea funnel, 98–99 exchange-traded funds (ETFs),
PEP (Proactive, Energetic, and 176–177
Purposeful) approach, 98 investor comfort, five categories of,

Ideal life, visualizing your, 32–35 60–62
Identity, creating your business, irrationality/rationality of
96, 105 markets, 170
I don’t want to do a budget life stages/situations and, 190–192
automatic money system. See long-term focus, 170
Automatic money system message of markets, versus market
Income: pundits, 170
investing for, 88, 128–130, 134–136, mutual fund selection, 175–176
157, 189–190 “pauper” stories, 58–59, 78
splitting, 207 can’t afford it, 59, 78
types, and tax strategies, 203–204 don’t know where to put the
deferred, 204–205 money, 59, 78
earned, 204 small amount put aside each
passive, 204 month won’t really make
portfolio, 204 difference, 58–59, 78
tax-free, 205 “playing the market,” 169
Inertia, as obstacle to portfolio management (see Portfolio
entrepreneurship, 95 management)
Infl uence: real estate (see Real estate
communication as, 27 investment)

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