| Morning, Got a lot of replies from yesterday's emails about the 1:1 Portfolio Review sessions I opened up for this weekend only.. So, let me answer the questions that kept coming up. "My portfolio is too small — is this even worth it for me?" I've reviewed portfolios for Fortune 500 executives and for people with their first few thousand in the market. The size doesn't matter. What matters is that the money you DO have is in the right places. Some of my best sessions have been with people who caught a bad habit early before it cost them real money. "I've been investing for years. Will I actually learn something?" Experienced investors usually get the MOST out of these. You've built up positions over time without a second opinion. You've got blind spots you can't see because you're too close. One outside perspective on a single position can pay for the entire session ten times over. "I'm not sure I'm ready." There's no perfect time. But there IS a perfect market environment to get a second opinion and we're in it. Stocks are down. Opportunities are everywhere. The question is whether you're positioned to take advantage. That's literally what the session is for. "Can't I just watch your YouTube videos?" My videos are general education for a broad audience. This is your money, your goals, your timeline, your risk tolerance and a strategy built around your life. No video can do that. "What if the market rebounds before we even meet?" That's actually a great problem to have and it still doesn't mean your portfolio is structured correctly. A rising tide lifts all boats, but it also hides bad positions. Either way, you need to know where you stand. "How long is the session?" 45–60 minutes. Enough time to go through your entire portfolio in detail, talk through your goals, and make sure you walk away with a clear set of next steps without feeling rushed. "Do I need to prepare anything beforehand?" Just have access to your portfolio brokerage account, spreadsheet, even screenshots. I'll guide the conversation and ask the right questions. You don't need anything fancy. "What if I want ongoing help after the session?" This is a one-time session designed to be valuable on its own. If you want to talk about ongoing support after we meet, we can but there's zero pressure. You'll walk away with exactly what you need to move forward with confidence. At 11:59 PM tonight, I'm closing down my calendar again and I'm not sure when or if I'll offer these sessions again. If you're interested in getting my help 1:1 to make sure you're in the best position to maximize returns in this down period... Grab the details and book your session here Talk soon, Mark Roussin, CPA Roussin Financial It's my mission to bring investing to the masses. I've watched too many people go on year after year throwing their money away—in risky investments, handing it over to a financial advisor, or even worse, just leaving it sitting in cash—to sit by idly. So, after leaving my big 4 accounting career and having a successful investing career of my own, I'm sharing what it takes to build an investing strategy that can earn you enough passive income each year to live your life financially free. I love the community we've created and love sharing anything and everythingI can to help you grow your wealth and invest with confidence. We love to help you create the freedom you've always dreamed of with a business based on email. Every day it's my mission to help regular people like you achieve their wildest dreams and invest with confidence. As much as we care about all of that, I also care about your privacy. Roussin Financial is owned and operated by Roussin Financial, LLC. We are committed to advising you of the right to your privacy, and strives to provide a safe and secure user experience. Our Privacy Policy explains how we collect, store and use personal information, provided by you on our website. It also explains how we collect and use non-personal information. By accessing and using our website, you explicitly accept, without limitation or qualification, the collection, use and transfer of the personal information and non-personal information in the manner described in our Privacy Policy. Read the Policy on our website(s) carefully, as it affects your rights and liabilities under the law. If you disagree with the way we collect and process personal and non-personal information, please do not use this website. This Policy applies to this website as well as all webpages Email Empire hosts. It regulates the processing of information relating to you and grants both of us various rights with respect to your personal data. 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Minggu, 08 Februari 2026
"Is this right for me?"
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