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The Blueprint to Successful Money Management
Financial goal setting
Download your course workbook
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
Teach online with
How much life insurance do I need?
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