1. Introductory Video - Download Workbook

    2. Download the Budget Template

    1. Step 1 - List out Your Goals

    2. Step 2 - Create Your Income Statement

    3. Step 3 - How Much Do You Spend?

    4. Step 4 - Analyzing Your Cash Flow Statement

    5. Step 5 - Creating Your Net Worth Statement

    6. Step 6 - Analyzing Your Net Worth

    1. Levels of Debt

    2. Step 7 - Create Your Own Debt Snowball

    3. How to Pay Your Mortgage Off Faster - My Most Popular YouTube Video

    4. Step 8 - List Out Your Investment Accounts

    5. How Much and Where to Keep Your Emergency and Short Term Savings

    6. Creating Your Investment Portfolio

    7. Tax Diversification

    8. How do taxes work?

    9. Roth IRA Conversions and Backdoor Roth IRA's

    10. Why I Love HSA Accounts

    11. 529 College Savings Plans

    1. Step 9 - How Much Life Insurance Do You Need

    2. Step 10 - In Case I Get Hit By A Bus

    3. Estate Planning and the Three Legged Stool

    1. Final Quiz

About this course

  • 23 lessons
  • 3 hours of video content