ROI vs. Return on Energy

Stop ignoring the 'Exhaustion Tax' on your investments.

You might be earning a 12% ROI, but if that investment requires constant monitoring and 'just one more' phone call with an advisor, your ROE (Return on Energy) is likely negative.

For high-performers, time and cognitive bandwidth are your most valuable assets. Don't trade them for a marginal increase in percentage points.

How to audit your Return on Energy:

The Maintenance Test: How many hours a month does this asset require? Multiply that by your hourly rate. Is the return still positive?
The Anxiety Check: Does this asset require you to check the news? If it's not 'set and forget,' it's stealing your focus.
The S3 Standard: If an investment isn't 'Boring,' it's likely high-maintenance. Real wealth is built in the background.

I've linked the full deep dive on ROE vs ROI in the first comment below.

Watch the full podcast episode for more details: https://youtu.be/azrYq0MRNuo

Our Contact Page

Our Philosophy

DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.

Investment Planning Edition Episode 13 - The Exit Strategy: Liquidity, Marketability, and True Freedom

YouTube https://youtu.be/VdqK2wAia1Y Resources The Exit Strategy: Liquidity, Marketability, and True FreedomSeries Position: 4 of 4 Role: Advanced Synthesis S3 Focus: Sound/Integration Internal Link: We’ve redefined risk, weathered the storms, and diversified our holdings. Now, we plan the exit. You can have a portfolio worth $5

Insurance Planning Edition Episode 13 - Keeping the Promise: Waiver, Estoppel, and the Long-Term Soundness of Your Plan

YouTube https://youtu.be/RwTzwKgk4lY Resources Keeping the Promise: Waiver, Estoppel, and the Long-Term Soundness of Your PlanSeries Position: 3 of 3 | Role: Contradiction Resolution & Advanced Synthesis Internal Link: We have established validity in Part 1 and understood the rules in Part 2. Now, we look at how to

Hope Is NOT a Financial Strategy

Watch On YouTube Are you unknowingly building your financial future on a shaky foundation of 'hope'? Hope that the market won't crash, hope that no unexpected life events will derail your plans? For many diligent savers and families, this subtle reliance on luck creates a deep-seated,

Why 'Napkin Math' Fails Your Real Return

Watch On YouTube As tech professionals, you appreciate systematic thinking and data-driven decisions. Business owners understand that operational excellence demands precision. So, when it comes to calculating your true investment growth, why would you rely on an estimate? The anxiety here stems from the hidden inaccuracy of simplified calculations, leaving

Read more

Investment Planning Edition Episode 13 - The Exit Strategy: Liquidity, Marketability, and True Freedom

Insurance Planning Edition Episode 13 - Keeping the Promise: Waiver, Estoppel, and the Long-Term Soundness of Your Plan

Hope Is NOT a Financial Strategy

Why 'Napkin Math' Fails Your Real Return