Blog 7 - Second Interview Preparation

Label: Interviews

(Good advice, coming from a guy who ruined an entire ecosystem.)

1.  Who is your mentor and where do they work?  If their workplace does not reflect their expertise, what makes them an expert?

• My mentor's name is Eric Myre, who is the Senior Vice President of Investments and a Partner at Trilogy Financial Services, Inc. This company helps people with their finances and how to be better with their finances.

2.  What five questions will you ask them about their background?

• What made you want to become a financial planner?
• When you wanted to become a financial planner, what was it like working to get your degrees and licenses?
• What was it like working at Trilogy Financial for the first time?
• Did you ever have problems dealing with clients, if so how did you deal with them?
• How has Trilogy Financial changed from when you started working till now?

Blog 6 - Advisory Prep

Label:  Blogs

(I just find this hilarious. The two characters are called Mimi and Eunice.)

1. What has worked well for you concerning senior project this year?  What has made it a positive experience for you?

• What has worked well is working with my mentor, since he is nice and fun to talk to. Another thing that has worked well is learning about my topic. It's interesting to see how there is so much to take in about my topic and how people fool you into doing terrible things with your money. This information has opened my eyes on being careful with my money.

2. What are you finding difficult concerning senior project?  How can you adapt to make that portion work better for you?  How might the senior team help?

• Honestly I have two problems, one is finding more sources since I have found many already on different subjects, but trying to find more good sources on them is a bit difficult. I could solve this by spreading my search area more, but it would be nice to see some examples of what my research should be for senior project. The other thing is coming up with independent component 1 ideas, since I have no idea what I really should do. I really need to brainstorm more ideas to help me see What I really could do. The senior team can help me with brainstorming these ideas that are still out of my grasp.

Blog 5: Interview 1 Reflection

Title: Blog 5 - Interview 1 Reflection
Label:  Interview

(The end of the interview is here.)

1. What is the most important thing I learned from the interview?  Is there anything I would do differently for other interviews?

• I learned that there is still a lot of learning when it comes to this subject since there are ways where it can go bad. I would ask follow up questions since I know I didn't make any. 

2. Did I get additional resources and contacts?  What is the most useful?  Why?

• No, since I had the resource and contact already before the interview. The most useful was the resource since it's a book called The Total Money Makeover by Dave Ramsey. This has helped me get a general idea of how to use money well and what to watch out for.

3. What makes my interviewee qualified to help me?

• My interviewee is my mentor who knows a lot about my topic. He has been working at his job for 8 years, and has had clients that I can interview myself.

Blog 4 - House Advisory Prep 1

Label:  House Advisory

Be careful of the debt monster, everyone is afraid of him.

Write a short explanation of what you are hoping to accomplish through your senior project topic.

• I have always wanted to stay out of debt as far back as I can remember. The idea of having no money and being in the street is just awful. This is why learning to become a millionaire will not only help me stay out of debt, but to live a comfortable life. I also want to use the knowledge I will learn, and show other people how they can become millionaires and to hopefully not be forever in debt.

Blog 3 First Interview Preparation

Label:  Interview

1.  Who do you plan to interview?  Why?

• I plan to interview my mentor because I believe my mentor can best answer the five questions I have been given.

2.  Five questions will be assigned to all seniors to ask.  What additional questions do you plan to ask?

• Are there certain traits that millionaires have that make them successful?
• What are the common pitfalls that young people about financial planning?
• Is there a specific formula or specific steps that young people can make to start them on the path to become a millionaire?