Put it on automatic | Making of a Millionaire

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The Blueprint to Successful Money Management

Financial goal setting

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Financial goal setting overview (2:05)
What's your why? (6:58)
S.M.A.R.T Goals (4:18)
Why you need an emergency fund (5:13)
How Much Money Should I Have in an Emergency Fund?
Creating 3 financial goals (2:38)
What do you value? (0:56)
I will feel successful with money if… (0:33)

Aligning your money with your values

Section overview (1:36)
The true cost of everything (1) (1:01)
The true cost of everything (2) (2:56)
Categorizing your spending (6:45)
Where to find your expenses (4:28)
How to read your pay stub (2:29)
Your hourly take-home pay (4:12)
Tracking your spending (1) (5:18)
Tracking your spending (Adding in Cash Receipts) (1:41)
What about my cellphone?
Reviewing your results (3:44)
Section wrap up (2:11)
Bonus: Cutting back our big 3 expenses

Calculating your net worth

Overview of this section (0:57)
How and why to calculate your net worth (4:51)
Ranking the 7 types of debt from worst to best (9:10)
Important documents you need on hand before continuing
How to read your credit card statement (7:33)
How to read your mortgage & other loan statements (6:15)
Entering your non-mortgage debt (5:26)
Entering your Assets (5:10)
Entering your Mortgage (1:03)
Your net worth (1:27)

Custom debt repayment plan

Overview of this section (1:10)
The snowball method of debt repayment (4:46)
The avalanche method to debt repayment (4:22)
Snowball vs Avalanche (2:37)
Your debt free plan (10:31)
Section wrap up (4:27)

Saving for retirement

Overview of this section (1:19)
Why you need to save for retirement (3:09)
How much income do you need in retirement? (6:53)
Government Pension/Benefits
How much money do you need to save by retirement? (2:35)
How to ensure you don’t outlive your money (5:46)
Defined Benefit (DB) pension plans (3:19)
Defined Contribution (DC) plans (2:49)
Accounting for any additional income (2:42)
Checklist before using the retirement calculator
How much you need to save each month (2:07)
Getting started with the retirement savings calculator (3:38)
Scenario 1: If you have no workplace pension or retirement (1:54)
Scenario 2: If you have a defined contribution retirement plan (3:23)
Scenario 3: If you have a defined benefit pension plan (3:15)
Reviewing your results (1:31)
Investing your retirement savings

Creating a budget that locks in your goals

Overview of this section (1:14)
Why you need a budget (3:34)
Creating a budget that locks in your financial goals (4:12)
How to input your expenses (6:18)
Put it on automatic (9:04)

Tilting the numbers in your favor

Overview of this section (4:01)
The two levers of personal finance (2:31)
Pulling the Income Lever (6:18)
Solving your budget shortfall with the income lever (5:03)
Pulling the saving lever (5:54)
Turning your biggest expenses into cash flow (2:05)
How house hacking opens up your budget (3:26)
If all else fails... (5:10)
How to use this workbook moving forward (4:51)
Final thoughts (2:48)

Bonus content

More on cars and car loans (8:18)
Rational investing part 1: Why index funds
Rational investing part 2: You Don't need to be rich to start investing
Rational investing part 3: Two Simple Steps to Diversify your portfolio
How much life insurance do I need?
How to connect with me
Let me know what you thought of the course
Access to the private Facebook Group
Refer a friend

Free Financial Resources and printable worksheets

Printable expense tracker
Printable bill tracker
Printable debt repayment tracker
Debt thermometer download
Printable net worth tracker

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