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: Using My Budget Template
Financial Independence Roadmap – $297
VIDEO: Using My Budget Template
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