Personal Finance Mastery – $997
WELCOME & GETTING STARTED
VIDEO INTRO: Getting started–How to use this course (1 Video)
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VIDEO: Fast-Track Workshop
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MODULE 1 - TRACK: Tally the Score
TEXT & VIDEO: The Importance of Personal Bookkeeping (1 Video)
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TEXT LESSON: An Overview of Personal Budgeting and Common Categories
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DOWNLOAD & VIDEO: My Google Sheets Budget Template & Walk-Through (1 Video)
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DOWNLOAD & VIDEO: Download and Setup My Quicken Database File Templates, with My Categories. For PC or MAC. (1 Video)
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DOWNLOAD & VIDEO: Using Reports to Understand Your Progress & To Make a Budget (1 Video)
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VIDEOS: Buying and Getting Started with Quicken (5 Videos)
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VIDEOS: Additional Beginner Quicken Tutorials – Windows (10 Videos)
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VIDEOS: Additional Advanced Quicken Tutorials (15 Videos)
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MODULE 2 - PLAN: Create your 7-Figure Roadmap
DOWNLOAD & VIDEO: My Retirement Planning Calculator (1 Video)
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STEP 1, TEXT & VIDEO: Establish What Your Retirement Destination Might “Look Like” (1 Video)
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STEP 2, TEXT & VIDEO: Determine How Big of a Nest Egg You Will Need to Fund Your Retirement (2 Videos)
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STEP 3, TEXT & VIDEO: Consider What Kind of Investment Performance You’ll Need (1 Video)
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STEP 4, TEXT & VIDEO: Determine The Savings Rate Required to Meet Your Goals (1 Video)
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STEP 5, TEXT & VIDEO: Start Tracking Your Finances So You Can Establish Your Current Living Expenses (1 Video)
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STEP 6, TEXT & VIDEO: Does Your Income Meet the Needs of Your Retirement Goals and Living Expenses (1 Video)
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MODULE 3 - Multiply: Sleep & Grow Rich!
TEXT & VIDEOS: The Big Picture Of Investing (2 Videos)
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VIDEOS: Stock Market Investing Basics (2 Videos)
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VIDEOS: Real Estate Investing Basics (3 Video)
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DOWNLOAD & VIDEO: My Google Sheets Budget Template & Walk-Through (1 Video)
Personal Finance Mastery – $997
DOWNLOAD & VIDEO: My Google Sheets Budget Template & Walk-Through (1 Video)
My Google Sheets Budget Template & Walk-Through
Click HERE to download the Budget Template!
(Choose: File / Make a Copy)
Lesson: Using My Budget Template
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