Financial goal setting
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Download your course workbook
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Financial goal setting overview (2:05)
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What's your why? (6:58)
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S.M.A.R.T Goals (4:18)
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Why you need an emergency fund (5:13)
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How Much Money Should I Have in an Emergency Fund?
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Creating 3 financial goals (2:38)
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What do you value? (0:56)
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I will feel successful with money if… (0:33)
Aligning your money with your values
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Section overview (1:36)
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The true cost of everything (1) (1:01)
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The true cost of everything (2) (2:56)
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Categorizing your spending (6:45)
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Where to find your expenses (4:28)
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How to read your pay stub (2:29)
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Your hourly take-home pay (4:12)
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Tracking your spending (1) (5:18)
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Tracking your spending (Adding in Cash Receipts) (1:41)
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What about my cellphone?
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Reviewing your results (3:44)
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Section wrap up (2:11)
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Bonus: Cutting back our big 3 expenses
Calculating your net worth
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Overview of this section (0:57)
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How and why to calculate your net worth (4:51)
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Ranking the 7 types of debt from worst to best (9:10)
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Important documents you need on hand before continuing
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How to read your credit card statement (7:33)
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How to read your mortgage & other loan statements (6:15)
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Entering your non-mortgage debt (5:26)
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Entering your Assets (5:10)
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Entering your Mortgage (1:03)
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Your net worth (1:27)
Custom debt repayment plan
Saving for retirement
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Overview of this section (1:19)
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Why you need to save for retirement (3:09)
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How much income do you need in retirement? (6:53)
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Government Pension/Benefits
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How much money do you need to save by retirement? (2:35)
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How to ensure you don’t outlive your money (5:46)
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Defined Benefit (DB) pension plans (3:19)
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Defined Contribution (DC) plans (2:49)
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Accounting for any additional income (2:42)
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Checklist before using the retirement calculator
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How much you need to save each month (2:07)
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Getting started with the retirement savings calculator (3:38)
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Scenario 1: If you have no workplace pension or retirement (1:54)
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Scenario 2: If you have a defined contribution retirement plan (3:23)
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Scenario 3: If you have a defined benefit pension plan (3:15)
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Reviewing your results (1:31)
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Investing your retirement savings
Creating a budget that locks in your goals
Tilting the numbers in your favor
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Overview of this section (4:01)
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The two levers of personal finance (2:31)
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Pulling the Income Lever (6:18)
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Solving your budget shortfall with the income lever (5:03)
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Pulling the saving lever (5:54)
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Turning your biggest expenses into cash flow (2:05)
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How house hacking opens up your budget (3:26)
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If all else fails... (5:10)
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How to use this workbook moving forward (4:51)
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Final thoughts (2:48)
Bonus content
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More on cars and car loans (8:18)
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Rational investing part 1: Why index funds
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Rational investing part 2: You Don't need to be rich to start investing
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Rational investing part 3: Two Simple Steps to Diversify your portfolio
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How much life insurance do I need?
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How to connect with me
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Let me know what you thought of the course
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Access to the private Facebook Group
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Refer a friend
Free Financial Resources and printable worksheets
