Curriculum
Curriculum
- 5 Sections
- 5 Lessons
- Lifetime
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- 1.0 Snapshot of ModuleLearn how much you need to save to retire early, learn what a 401(k) and Roth IRA are as well as other retirement accounts.1
- 2.0 How much do I need to retire?Learn how much you need to retire early based on the lifestyle you want to live.2
- 3.0 Retirement Portfolio Asset Allocation2
- 4.0 Roth 401k vs 401kLearn why using your company’s Roth 401(k) or 401(k) plan may accelerate your retirement savings due to tax benefits and possible employer matching.2
- 5.0 Taxable Brokerage Accounts for Financial IndependenceLearn how taxable brokerage accounts can provide more flexibility as you save and invest for financial independence.2
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MODULE 7: 🎉 CELEBRATE!
Celebrate your new knowledge with a video summary that highlights your learning journey!
MODULE 0: 📸 Building Blocks of Financial Independence
Learn how to achieve BIG money goals and the 6 key financial areas.
MODULE 1: 🎯 Financial Position Mastery
Start putting your money in all the right places with net worth and cash flow.
MODULE 2: 🛡️Protection Planning Strategies
Identify strategies to protect what you can’t afford to lose.
MODULE 3:💰Intelligent Investment Planning
Understand asset allocation and funds used in long-term investing.