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Life$tyle Planner
Welcome to Life & Money: Design Your Ideal Life
Welcome Video (1:07)
My Gift for You
Course Overview
Disclosures
Money Mindset
Thoughts and Results
Values & Priorities
Life Focus Areas
Values & Priorities
Assignment
Net Worth
Net Worth Tracker
Assignment
Generosity & Gratitude
Gratitude (1:15)
Generosity
Assignment
Cash Flow
Video (0:59)
Cash Flow Concepts
Income
Assignment-Income
Expenses
Assignment-Expenses
Resources
Assignment-Resources
Shifting Your Money Patterns (0:52)
Assignment-Analysis
Assignment-Systems for Rainy & Sunny Days
For Business Owners and 1099 Contractors
FAQs
Miscellaneous Expenses
Mid-Course Check-In
Halfway through the course
Questions
Addressing Risks
Disclaimer
What do you have that is at risk?
Assignment #1
Assignment #2
Assignment #3
Legal Planning
Legal Planning 101
Probate Avoidance with Named Beneficiary Designations
Legal Resources
Sunny Day Fund-Legal Fees
Assignment
Credit
A few words about credit
How to Check Your Credit
Collections
Assignment-Credit
Improving Your Credit Score
Borrower Beware
Debt
0% Interest and Balance Transfers
Snowball
The Magic
When to refinance your mortgage
Don't Be Sold
Saving and Investing
Preparing for future expenses
Rainy Day Fund
Sunny Day Funds
Ask Good Questions
Questions to ask when learning about investments
Are you ready to invest?
What are your investing goals?
Retirement vs. Non-Retirement Accounts (9:06)
Asset Allocation, Returns and Time (10:24)
Types of investments and ways to invest (8:24)
Diversification (4:31)
Investment Strategies (7:24)
Ask
Income Taxes
Tax Basics
Connecting Life & Money
Accountability
Your Observations
Congratulations!
Woot Woot!!!
Next Steps
BONUS: Gift Planner
Planning Your Gift Giving
Teach online with
When to refinance your mortgage
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