Chapter 1 // Framing the Big Picture & Setting Goals
(1.1) Organizing Your Money
(1.2) Understanding & Creating Financial Goals
Chapter 2 // Framing the Big Picture & Setting Goals
(2.1) How to Manage Income & Expenses (Cash Flow)
(2.2) Traditional vs. Reverse Budgeting
(2.3) How to Manage Irregular Income
(2.4) How to Automate (and Save) Money
Chapter 3 // Understanding Debt and How to Pay it Off
(3.1) Making Sense of Debt & Different Types
(3.2) How to Pay Off Debt (Two Ways)
Chapter 4 // Investing
(4.1) Intro to Investing
(4.2) Understanding Retirement Accounts (401(k), 403(b), etc.)
(4.3) Different Account Types (IRA, HSA, Brokerage)
(4.4) Asset Allocation & Making Investments
(4.5) Different Types of Investments
Chapter 5 // Breaking Down Taxes
(5.1) Intro to Taxes, Deductions, & Rates
(5.2) Withholding(s) & Liability
(5.3) Capital Gains Taxes: Explained
(5.4) How Dividends Are Taxed
(5.5) Investment Accounts & How They're Taxed
Chapter 6 // Credit & Credit Cards
(6.1) The Importance of Credit
(6.2) Understanding Your Credit Score
(6.3) Credit Cards: Explained
Chapter 7 // Insurance & Employee Benefits
(7.1) Intro to Life Insurance (Term vs. Whole)
(7.2) Disability Insurance
(7.3) Renter's & Homeowner's Insurance
(7.4) Auto Insurance
(7.5) Umbrella Insurance
(7.6) Health Insurance
(7.7) Employer Benefits: Explained
(7.8) Employer Benefits: Part Two
(7.9) What to Do with Old 401(k)
Chapter 8 // Estate Planning
(8.1) The Basics of Estate Planning
(8.2) What Happens When You Pass Away?
Chapter 9 // For Parents & Couples
(9.1) Managing Money as a Married Couple
(9.2) Saving for Kids' College
Chapter 10 // Common Life Decisions to Think Through
(10.1) Buying a Home vs. Renting: The True Cost
(10.2) Leasing vs. Buying a Car
(10.3) Stay at Home (with Kids) or Keep Working?
Chapter 11 // Creating Your Own Financial Plan
[Walkthrough] How to Create Your Own Financial Plan
Bonus // Resources, Tools, & More
- Top Tools & Money Apps
- Additional Reading & Further Education
- Content Requests & AMA