Course curriculum

    1. The Right Money Mindset

    2. Set Clear Financial Goals

    3. Custom Wealth Roadmap

    4. How to live a life you love

    5. Wealth planner tool + Magic spending worksheet

    1. How do I open a brokerage account?

    2. Comprehensive Roth IRA Overview

    3. How do I get started with investing if I’m a total beginner?

    4. Invest with What You’ve Got

    5. Invest Every Month

    6. Invest in Tax-Advantaged Accounts

    7. Automate Everything

    1. How to find ETFs, Stocks & Other Funds

    2. What’s the best way to diversify my investments?

    3. Invest for the Long Term

    4. How much do I need for retirement?

    5. Plan for Retirement

    6. Protect Your Assets

    7. How to protect your assets with an estate plan

    1. Cryptocurrency

    2. Real Estate

    3. Commodities & Gold

    4. REITs

    5. How is investing taxed?

    1. Create Beneficiary Accounts & TODs

    2. Teach Financial Literacy to Your Kids

    3. Give Back

    1. Your Vivid Vision

    2. How to Get Everything Organized

    3. Reading Your Statements (Before You Get Organized)

    4. Organizing Your Debt

    5. Organizing Your Expenses

    6. Debt Options to Consider

    7. Your Budget & Expense Tracking System

    8. Budget Intro

    9. Your Income

    10. Your Expenses

    11. How to Handle Your Investments

    12. The ACTUAL Budget

    13. Filling out your budget

    14. The Filled Out Budget

    15. Budget Trends

    16. How to Track Your Expenses

    17. Bust Your Debt With Ease

    18. Fueling Your Plan

    19. Lets Build Your Plan

    20. Bust Your Debt

    21. Investing with Debt

    22. How to Improve Your Credit Score

    23. Planning for Emergencies

    24. How to Budget For Your Family

About this course

  • $297.00
  • 65 lessons
  • 10.5 hours of video content

Discover your potential, starting today