Financial Independence Roadmap – $297

INTRODUCTION (Free Section)
VIDEO INTRO: What You Will Learn in This Course

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TRACKING YOUR FINANCES (Free Section)
TEXT LESSON: The Importance of Personal Bookkeeping

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VIDEO: Setting Up and Using Personal Capital

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VIDEO: Setting Up and Using Quicken

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BUDGETING (Free Section)
TEXT LESSON: An Overview of Personal Budgeting and Common Categories

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DOWNLOAD: My Google Sheets Budget Template

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VIDEO: Using My Budget Template

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MORE ON QUICKEN
VIDEO: Using Reports to Understand Your Progress & To Make a Budget

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DOWNLOAD: Quicken Expense Report Example

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DOWNLOAD: Quicken Database File Templates with My Categories (PC and MAC)

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VIDEO: More Quicken Setup Instructions

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MASTERMINDING YOUR RETIREMENT
OPENING VIDEO & DOWNLOAD: My Retirement Planning Calculator

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LESSON 1, TEXT: Establish What Your Retirement Destination Might “Look Like”

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LESSON 1, VIDEO: What Your Retirement Destination Might “Look Like”

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LESSON 2, TEXT: Determine How Big of a Nest Egg You Will Need to Fund Your Retirement

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LESSON 2, VIDEO 1: Review the Estimated Retirement Budget in My Planner

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LESSON 2, VIDEO 2: Use Your Annual Budget to Create A “Nest Egg” Goal.

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LESSON 3, TEXT: Consider What Kind of Investment Performance You’ll Need

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LESSON 3, VIDEO: Discuss Investment Options and Possible Performance

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LESSON 4, TEXT: Determine The Savings Rate Required to Meet Your Goals

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VIDEO: Setting Up and Using Personal Capital

Financial Independence Roadmap – $297 VIDEO: Setting Up and Using Personal Capital


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