LISBON - Financial Systems for Humans

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Talk:
Financial Systems for Humans: How to design a system that gives you clarity, autonomy, and peace of mind.

In alliance with the community: Traditional Financial Investing Lisbon.

Agenda:

1. Automating the Foundation
Luna begins by helping participants establish a solid financial base.

• Auditing spending — reviewing the past three months.
• Paying off expensive debt and building an emergency fund.
• Defining a realistic, sustainable budget.
• Setting up the automation infrastructure.
• Testing the system with small amounts before fully automating.

2. Preparing to Invest
She then walks through the mindset and structure she used to prepare herself for long‑term investing.

• How she set her personal investment goals.
• Her formula for understanding true risk appetite.
• How she built her investment philosophy and why everyone should have one.
• The criteria she uses to choose her “boring” ETFs.
• What she has learned about optimizing taxes for her situation.
• Her brokerage criteria and approach to cybersecurity.

3. Execution & Maintenance
Luna explains how she puts her system into action and keeps it running smoothly.

• The test‑run phase.
• Automating the investment plan.
• Routine check‑ups.
• Financial entertainment — how she avoids boredom once everything is automated.

4. Documentation
She emphasizes the importance of organizing and protecting one’s financial life.

• The master map — documenting all accounts and sharing the location with a trusted person.
• Legacy planning — including the importance of making a will.

🚫 What This Workshop Is NOT

Luna does not share her specific budget, her portfolio, or tell anyone which exact ETFs to buy. Everyone has different backgrounds, goals, risk tolerances, and responsibilities.
She simply shares her real‑life experience so participants can use it as a reference when building their own system.

About our speaker:

Luna Nhu

Luna has spent more than ten years in the rat race trying to make finance and investing simple, easy, and even fun. Along the way, she’s had some charming failures: like not being able to convince her 72‑year‑old retired physics‑professor dad to embrace diversified ETFs instead of stock‑picking. Eventually, she realized that his happiness, and his joy in feeling like the smartest cookie in the family, matters far more than any numbers ever could.

She also hasn’t succeeded in persuading her best friends who work in AI to start investing, since they’re convinced an AI bubble is coming and worry they’ll lose money.
These experiences have shaped her approach: human, realistic, and grounded in the belief that finance isn’t just about numbers, it’s about people.

📋 Important Note: This is a strictly non-commercial meetup. Nothing will be sold, and nothing shared should be taken as financial advice. Our goal is simple: connect, exchange perspectives, and enjoy thoughtful conversation with fellow investors — whatever your experience level.

Venue Partner:

LACS: https://www.lacs.pt

If you have any questions, feel free to contact us.
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