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Do you own anything?
No.
I own a lot of things.
I own a few small items.
Yes, I own at least one large asset, like an automobile or property.
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Have you read "The Intelligent Investor" by Benjamin Graham?
I've read it multiple times.
No, but I've heard of it.
Yes, once or twice.
I've never heard of that book.
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What's your most recent completed level of higher education?
I have a Master's Degree.
At least 2 years of college.
Bachelor's Degree.
This does not apply to me.
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Do you have plans to continue with schooling?
I'm always learning.
I'm not sure yet.
Yes, I plan to earn advanced degrees.
Probably not.
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Are you frugal?
Yes.
I try to be, but it's hard.
I'm learning how to be.
It depends on how I'm doing financially.
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Have you made any successful financial investments?
Many of my investments have been successful.
I guess you could say I've made a successful financial investment or two.
I've made a few successful investments.
No, I'm not motivated by money.
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Do you give to charity?
I give most of my earnings to charity.
When I remember to, of course.
I give a reasonable amount, more than a lot of people.
I don't give in a monetary sense, but I do a lot of work within the local community.
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Do you have siblings?
I'm the middle child.
I'm an only child.
I'm the eldest child.
I'm the youngest child.
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Has your age ever gotten in the way of your success?
I've never allowed it to get in the way. It's a non-factor.
Yes, and it's extremely frustrating.
Yes, but I'm getting better at finding ways around that particular problem.
Age is a social construct, so no.
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Are you patient?
I've learned the importance of patience, so yes.
It's a process...
I'm as patient as I can be.
Yes, I've always been patient and laid back.
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How old were you when you made your first financial investment?
Around 11 years old.
I was older than 22.
Around 17 years old.
I haven't made one.
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At what age did you file your first tax return?
Around 13 years.
Between 18 and 24 years old.
Around 16 years old.
I haven't filed one or someone does it for me.
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Have you ever been self-employed?
Yes, most of my career has been under my own employment.
No, but that would be awesome.
Yes, for a short time.
Traditional employment isn't my thing.
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Do you have student loan debt?
No, I actually came out of college with a respectable amount in savings.
Yes, among other debts.
Yes, but it's nothing I can't handle.
I have considerable debt.
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Out of the words below, how would you describe yourself?
Entrepreneurial.
Ambitious.
Opportunistic.
Unique.
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Do you have a mentor?
Yes, I wouldn't be where I am today without the guidance of experienced mentors.
No, but I'd like to have one.
I used to, but not any longer.
There isn't any one person I go to for advice, so no.
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Which of the following occupies more space in your mind/thoughts:
I'm constantly thinking about uncovering the underappreciated/undervalued and then leveraging that untapped potential.
Making money.
Coming up with new ways to achieve success.
Questioning why things are the way they are.
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When you were a kid, what were your parents' occupations?
My mother was a full-time homemaker and my father was in the financial industry.
My parents did what they needed to in order to pay the bills.
At least one of my parents was in finance or an entrepreneur.
This doesn't apply to me.
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How do you make money?
I'm constantly thinking of new ways to turn a profit.
I follow the lead of more experienced professionals.
I learn from other's mistakes and then do better than them.
I'm an opportunist when it comes to work: whatever puts food on the table.
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Who had the most influence on you as a child?
My parents.
My older sibling(s).
My mentor.
A role model.
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Are you interested in stock brokering?
Been there, done that.
I don't know much about it, but it seems interesting enough.
Yes.
Not at all.
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Have you ever participated in a fraternity or sorority?
Yes, for a short time.
No, but it might be a useful networking tool.
Yes, throughout my entire time at college.
No, and I have no interest in participating.
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Do you have a healthy savings account?
I have an unbelievable amount of money, so yes.
It's not yet at an adequate balance.
It's not too shabby.
No.
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How do you feel about mutual and hedge funds?
I'm highly critical of those types of funds.
I'd have to do more research in order to answer.
I can see their benefits, but they can't compete with the market.
I have nothing to say about them.
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Do you play any instruments?
Yes, the ukulele.
Yes, a percussion instrument.
Yes, a string instrument.
No.
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Do you know much about foreign policy?
I know enough to be a foreign policy consultant/advisor.
I know a little more than the average person.
I have a strong understanding of foreign policy.
I know what I need to.
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Are you involved in politics?
Yes, I'm active and have influence in politics.
I try to get involved, but I could definitely do more.
Yes, but I'm not even close to being a major player...yet.
I'm an activist.
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Is social justice important to you?
Yes, which is why I donate so much to social justice causes.
Not particularly.
I'm learning to appreciate my responsibility in contributing to overall social welfare.
Yes, which is why I'm an activist.
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