Curriculum
Curriculum
- 3 Sections
- 3 Lessons
- Lifetime
Expand all sectionsCollapse all sections
- 1.0 Snapshot of ModuleLearn how tax diversification can reduce taxes by saving money in accounts with different tax treatment.1
- 2.0 Tax Control TriangleLearn how diversifying your portfolio between taxable, tax-deferred, and tax-free accounts can pay off in the long run.2
- 3.0 Account Types: Taxable, Tax-deferred, Tax-freeLearn the types of accounts available for taxable, tax-deferred and tax-free earnings on your contributions.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.