A review of asset classification

As we looked at the asset classification system over the previous blog posts, you may have noticed that some assets might be put into  two  different categories depending  on  the way that they are  used. 

For  example,  did  you  notice  that  we  listed  a  car  as  being  both  a “terrible” and a “good” asset. How can that be? The difference is in the way that the car is used and how it affects your wallet each month.

A car that you buy brand new and then use  primarily  to drive  around town  loses its  value  quickly  and  sucks  cash  out  of  your  wallet  each  month  (in  the  form  of insurance  payments,  gasoline,  and  repairs).  On  the  other  hand,  an  antique  car that  you  rent  out  for  special  events  holds  its  value  over  time  and  puts  more money into your wallet than it takes out. That’s how the same asset can be either “terrible” or “good” depending on how it is used. And if you want that asset to get nudged even  closer to the “great”  category, then consider  hiring out  that antique car to a company that, in exchange for sending you a check each month,   will take care  of  finding  clients  and  maintaining  the  car.  Now  you  are  making  money literally without having to lift a finger!

The education in this blog series has been valuable. But it shouldn’t be viewed as  empty  theory.  After  reading ,  you  should  be  motivated  to  take action! For example, as you look at your current investment portfolio, do you find that  it  is  mostly  made  up  of  “terrible”  and  “okay”  assets?  If  so,  don’t  worry. Chances  are  that  you  invested  your  money  in  certain  assets  because  everyone told  you  that  those  assets  were  the  best  way  to  go.  After  all,  how  many  times have you heard the phrase “my house is my greatest asset”? And the deceptive way  that  individuals  talk  about  their  “net  worth”  distorts  the  real  effect  that certain items have on their wallet month to month.

For example, many people will tally up their  debts  and then calculate the amount of equity they have in their home and how many cars they have and brag about a “positive” net worth. Well, that may look good on paper, but how many of those same individuals are struggling month to month to make the minimum payments on their credit cards? And how  many of them are absolutely terrified when they think about the future?

I hope this information has  got  you  thinking  in  a  new  direction.  What makes an asset worth your time and money is not how good it looks on paper, but on whether it will hold its value over time and whether it will put money into your pocket or take it out.  So what should you do if your investment portfolio isn’t all that it could be? How can you move from a portfolio full of “terrible” assets to one full of “great” ones?

The answer is to use the Wealth Wheel process – something we’ll talk more about in a future post!

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