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The New Money Rules: The Gen Z Guide to Personal Finance
7.9Talking HeadResult / Flex hook
Hook
exposing my 2025 investment income
@lillianzhang_
133.7K followers · usually 4.1K views a post
Views
32.6K
Likes
2.1K
Comments
47
Shares
97
Selling · Course / Info
Why it worked
The video provides a detailed and transparent breakdown of the creator's investment income, appealing to viewers interested in personal finance and investing. The use of clear on-screen text and relatable content makes complex financial information accessible, while the promotion of her own book at the end serves as a soft sell for her expertise.
Summary
The creator shares her 2025 investment income breakdown, detailing gains from retirement accounts, a taxable brokerage, interest from savings, dividends, and vested RSUs. She concludes by promoting her personal finance book, "The New Money Rules."
Structure
- 1Introduction and hook
- 2Retirement accounts breakdown
- 3Taxable brokerage breakdown
- 4Interest and dividends
- 5Vested RSUs breakdown
- 6Total unrealized gains and income
- 7
Original caption
↓ Top lessons learned investing for 5+ years for the long-term: 1// You’re losing money by NOT investing: You cannot save your way to wealth or financial independence. With inflation and the economy, the only way your money will outpace inflation is by investing and letting your money work for you. Studies have shown that the S&P 500 has never lost money over a 20-year rolling period. 2// It takes time to see meaningful growth: It’s easy to be influenced by short-term fluctuations of the market. But if you invest for the long-term, you will see growth exponentially over a meaningful time period. I started investing 5 years ago, and have only seen significant growth recently. 3// Investing small amounts consistently > waiting until you feel “ready”: The best time to invest was yesterday, and the next best time is today. You will never feel “ready,” you just gotta do it (& this applies to so many things in life!) 4// Time is your most valuable asset: Your biggest asset is time, not actually money, especially if you’re in your 20s or 30s. Small amounts invested consistently now can snowball into a large amount in the future. One of the best feelings in the world is seeing your investments work to make you money that you didn’t have to physically work for (except to learn about it and setting up the accounts). This can help you reach financial independence/freedom and give you more optionality in your life so that money isn’t an obstacle or blocker Sharing this to inspire you to grow your portfolio in 2026 🤍 #investing #PersonalFinance #financialliteracy #investments #2025wrapped
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