Master Your Family's Finances
Become Great with Money! In this course, I take you through 10 simple to follow steps to help you "turn the lights on" and master your personal finances.
Introductory Video - Download Workbook
Download the Budget Template
Step 1 - List out Your Goals
Step 2 - Create Your Income Statement
Step 3 - How Much Do You Spend?
Step 4 - Analyzing Your Cash Flow Statement
Step 5 - Creating Your Net Worth Statement
Step 6 - Analyzing Your Net Worth
Levels of Debt
Step 7 - Create Your Own Debt Snowball
How to Pay Your Mortgage Off Faster - My Most Popular YouTube Video
Step 8 - List Out Your Investment Accounts
How Much and Where to Keep Your Emergency and Short Term Savings
Creating Your Investment Portfolio
Tax Diversification
How do taxes work?
Roth IRA Conversions and Backdoor Roth IRA's
Why I Love HSA Accounts
529 College Savings Plans
Step 9 - How Much Life Insurance Do You Need
Step 10 - In Case I Get Hit By A Bus
Estate Planning and the Three Legged Stool
Final Quiz