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Contents

Course Welcome

Course Welcome & Introduction ๐Ÿ‘‹
Preview
Quiz Required: Student Start-Up
Course tips & important info โ˜๏ธ
Course feedback ๐Ÿ“‹

Files & Links ๐Ÿ”—

Links to workbooks & spreadsheets

SECTION 1: MOTIVATE

Find your "why" with vision planning ๐Ÿ”ฎ
Create big dreams ๐Ÿ’ญ
Find your milestones ๐Ÿ“
Set specific short term goals ๐ŸŽฏ
More of, Less of... ๐Ÿ“Š
Bring it to life! ๐Ÿ–ผ๏ธ
Motivation's secret sauce ๐Ÿฏ
Preview

SECTION 2: AUTOMATE

Simplify money management with low-effort systems that make goals inevitable.

Core vitals spreadsheet overview
Monthly income calculation & bills list
Simple debt list & credit check-up

SECTION 2.1: Spending Bucket - Your modern life budget

Goal of the spending bucket strategy ๐Ÿ’ธ
Stupid simple budget design & the key element โœจ
Budgeting by time with the Burn Rate Budget โŒ›
Quick Reference: Budget structure brainstorm list ๐Ÿง 
Quick Reference: Powerful practice: The 3 R's for lower spending ๐Ÿ“‰
๐Ÿšจ BONUS Alert! Life Automation โžก๏ธ Spending Control
No drama approach to succeeding with your spending plan โ˜ฎ๏ธ

SECTION 2.2: Savings Bucket - Save Money Like You Mean

Set-up for savings success โญ
*UPDATE* New info on interest rates & your savings account
Spreadsheet startup: Intro to the spreadsheet pieces ๐Ÿ’ป
Spreadsheet startup: Extra spreadsheet tips & troubleshooting โš™๏ธ
Strategy guide: Setting targets for your 3 layers of savings ๐ŸŽฏ
Strategy guide: How to fund your targets ๐Ÿ’ฐ
Setting up your own savings account spreadsheet ๐Ÿ“ˆ
Further operationalizing the savings spreadsheet & what's next ๐Ÿ˜Ž

SECTION 2.3: Debt Attack Bucket

Debt is simple โ˜๏ธ
Get organized & prioritized โœ”๏ธ
Resources for complicated debt or credit ๐Ÿ› ๏ธ

SECTION 2.4: Bills Bucket (& Monthly Cashflow)

Overview & goal for bills management ๐Ÿฅ…
Building your checking account spreadsheet ๐Ÿ’ป
Timing bills with income (when you're not yet 'one month ahead') โŒš
The monthly bills scheduling & projecting session ๐Ÿฅ‚
The monthly bills scheduling & projecting session - Example Video
Weaving in spending transactions (without going crazy) ๐Ÿค‘
๐Ÿšจ BONUS Alert! 90-Day Cashflow Plan Training

SECTION 3: ACCELERATE

Strategic cashflow shifting to accelerate goals ๐Ÿš€
Tactics for "burst" cash inflow ๐Ÿงจ
Leverages points to adapt to change & protect your goals ๐Ÿ‘Œ

SECTION 4: EVALUATE

Why Evaluate? ๐Ÿค”
Preview
The stuff that creates progress: lead & lag measures โšก๏ธ
Faster progress for the long haul with debriefing ๐Ÿ“ˆ
Intentionally delayed actions & decisions ๐Ÿ“Œ

โŒš๏ธ BONUS: Budgeting by Time with the Burn Rate Budget

โŒš๏ธ Introduction
โŒš๏ธ Step 1: Monthly Spending Cap
โŒš๏ธ Step 2: Burn Rate & Buffer
โŒš๏ธ Step 3: Implementation & Customization
โŒš๏ธ Step 4: Tracking Over Time
โŒš๏ธ Step 5: Stick To Your Limits
โŒš๏ธ Powerful practice: The 3 R's
โŒš๏ธ Step 6: Analyze, Tweak & Refine
(BONUS!) Weekly planner printable with budget - The Family Money Mentor.pdf
(BONUS!) Burn Rate Budget Quick Start Guide

BONUS files & worksheets

๐ŸŽ Automation Masterclass Replay
๐ŸŽ 90 Day Cashflow Plan Training (Bonus training from 30 Day Level-Up)
๐ŸŽ Spending Strategy Mindset Secrets eBook - The Family Money Mentor.pdf
๐ŸŽ Make $100 fast tip list - The Family Money Mentor.pdf
๐ŸŽ $500 fast Bingo card - The Family Money Mentor
๐ŸŽ $10 Decisions worksheet printable
๐ŸŽ Vision Planning Worksheet

SPECIAL TOPICS: Video Vault

๐ŸŽฌ 'Retired training' - Cash stashing mindset & strategy for one-time goals
๐ŸŽฌ How to pick a good balance transfer credit card
๐ŸŽฌ How to curb food spending
๐ŸŽฌ Deciding whether to invest in a 529 plan
๐ŸŽฌ Retirement prep questions & investing tips
๐ŸŽฌ Inflation gameplan
๐ŸŽฌ Vision planning food for thought