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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

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Next Steps

BONUS: Gift Planner

Planning Your Gift Giving

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