Course curriculum

    1. Welcome learners!

    2. Course Navigation Best Practices

    1. Intro

    2. Presentation Settings

    3. Leveraging Our Marker Tool

    4. Intentional Household Naming

    5. Hidden Gem: Avatar Selection

    6. Leveraging Your Household Index

    1. Intro

    2. Choosing Primary Vs. Spouse or Partner

    3. Entities, Dependents, Family, and Those Financially Interested

    4. Power in Layouts

    1. Intro

    2. Earned Incomes

    3. Expenses and Outflows

    4. Investment Incomes

    5. Social Security & Pensions

    6. Annuities

    7. Recap + Income Flows For Additional Members

    1. Intro

    2. Retirement, Non-Retirement, and Real Estate

    3. Banking Accounts: Savings, Checking, CDs, and Money Markets

    4. Managed Investments

    5. Deferred Annuities (Qualified and Non-Qualified)

    6. Retirement "Clutter": IRAs, Roths, Corp Plans, etc.

    7. Residences

    8. Business Interests

    9. Investment Real Estate

    10. Digital Assets, Crypto Currencies, and NFTS

    11. Dependent Finances

    1. Intro

    2. Mortgages & HELOCs

    3. Credit Cards

    4. Loans Secured Through 401ks & Life Insurance

    5. Student Loans

    6. Private Loans (Business or Personal)

About this course

  • $699.00
  • 71 lessons
  • 7 hours of video content