What's Inside This Bootcamp

The Full 10-Week Money Bootcamp Curriculum

    1. Pre-Work Exercise: What are your goals and how will your attitude towards money help or hurt you in achieving them?

    2. Acknowledgement this is an Educational course

    1. Class 1: Course Kick Off and Spending

    2. Exercise & Homework: Spending & Net Worth

    3. Extra Credit: What is your life-time earnings using the Social Security Admin calculator.

    4. Class 1 Recording

    1. Class 2: What is an emergency fund? What is the right account infrastructure to hit your goals?

    2. Exercise & Homework: Emergency Funds & Goal Setting

    3. Class 2 Recording

    1. Class 3: What retirement accounts do you need? How do they impact your taxes?

    2. Exercise & Homework: Tax implications of a Roth vs Traditional vs Brokerage Account

    3. Class 3 Recording

    4. Additional Homework: Reading from a Simple Path to Wealth

    1. Class 4: How much have you saved for retirement? How much do you need?

    2. Exercise & Homework: Retirement: Are you on track?

    3. Class 4 Recording

    1. Class 5: How should you approach investing?

    2. Exercise & Homework: What is your current investment allocation?

    3. Class 5 Recording

    4. How to Open a Roth IRA

About this course

  • $750.00
  • 39 lessons
  • 9.5 hours of video content