Setting up your own savings account spreadsheet 📈
Setting up your own savings account spreadsheet 📈
Money $trategy $chool 2.0
Buy now
Learn more
Course Welcome
Course Welcome & Introduction 👋
Quiz Required: Student Start-Up
Course tips & important info ☝️
Course feedback 📋
Files & Links 🔗
Links to workbooks & spreadsheets
SECTION 1: MOTIVATE
Find your "why" with vision planning 🔮
Create big dreams 💭
Find your milestones 📍
Set specific short term goals 🎯
More of, Less of... 📊
Bring it to life! 🖼️
Motivation's secret sauce 🍯
SECTION 2: AUTOMATE
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 💸
Stupid simple budget design & the key element ✨
Budgeting by time with the Burn Rate Budget ⌛
Quick Reference: Budget structure brainstorm list 🧠
Quick Reference: Powerful practice: The 3 R's for lower spending 📉
🚨 BONUS Alert! Life Automation ➡️ Spending Control
No drama approach to succeeding with your spending plan ☮️
SECTION 2.2: Savings Bucket - Save Money Like You Mean
Set-up for savings success ⭐
*UPDATE* New info on interest rates & your savings account
Spreadsheet startup: Intro to the spreadsheet pieces 💻
Spreadsheet startup: Extra spreadsheet tips & troubleshooting ⚙️
Strategy guide: Setting targets for your 3 layers of savings 🎯
Strategy guide: How to fund your targets 💰
Setting up your own savings account spreadsheet 📈
Further operationalizing the savings spreadsheet & what's next 😎
SECTION 2.3: Debt Attack Bucket
Debt is simple ☝️
Get organized & prioritized ✔️
Resources for complicated debt or credit 🛠️
SECTION 2.4: Bills Bucket (& Monthly Cashflow)
Overview & goal for bills management 🥅
Building your checking account spreadsheet 💻
Timing bills with income (when you're not yet 'one month ahead') ⌚
The monthly bills scheduling & projecting session 🥂
The monthly bills scheduling & projecting session - Example Video
Weaving in spending transactions (without going crazy) 🤑
🚨 BONUS Alert! 90-Day Cashflow Plan Training
SECTION 3: ACCELERATE
Strategic cashflow shifting to accelerate goals 🚀
Tactics for "burst" cash inflow 🧨
Leverages points to adapt to change & protect your goals 👌
SECTION 4: EVALUATE
Why Evaluate? 🤔
The stuff that creates progress: lead & lag measures ⚡️
Faster progress for the long haul with debriefing 📈
Intentionally delayed actions & decisions 📌
⌚️ BONUS: Budgeting by Time with the Burn Rate Budget
⌚️ Introduction
⌚️ Step 1: Monthly Spending Cap
⌚️ Step 2: Burn Rate & Buffer
⌚️ Step 3: Implementation & Customization
⌚️ Step 4: Tracking Over Time
⌚️ Step 5: Stick To Your Limits
⌚️ Powerful practice: The 3 R's
⌚️ 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
🎁 Automation Masterclass Replay
🎁 90 Day Cashflow Plan Training (Bonus training from 30 Day Level-Up)
🎁 Spending Strategy Mindset Secrets eBook - The Family Money Mentor.pdf
🎁 Make $100 fast tip list - The Family Money Mentor.pdf
🎁 $500 fast Bingo card - The Family Money Mentor
🎁 $10 Decisions worksheet printable
🎁 Vision Planning Worksheet
SPECIAL TOPICS: Video Vault
🎬 'Retired training' - Cash stashing mindset & strategy for one-time goals
🎬 How to pick a good balance transfer credit card
🎬 How to curb food spending
🎬 Deciding whether to invest in a 529 plan
🎬 Retirement prep questions & investing tips
🎬 Inflation gameplan
🎬 Vision planning food for thought
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Money $trategy $chool 2.0
Buy now
Learn more
Course Welcome
Course Welcome & Introduction 👋
Quiz Required: Student Start-Up
Course tips & important info ☝️
Course feedback 📋
Files & Links 🔗
Links to workbooks & spreadsheets
SECTION 1: MOTIVATE
Find your "why" with vision planning 🔮
Create big dreams 💭
Find your milestones 📍
Set specific short term goals 🎯
More of, Less of... 📊
Bring it to life! 🖼️
Motivation's secret sauce 🍯
SECTION 2: AUTOMATE
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 💸
Stupid simple budget design & the key element ✨
Budgeting by time with the Burn Rate Budget ⌛
Quick Reference: Budget structure brainstorm list 🧠
Quick Reference: Powerful practice: The 3 R's for lower spending 📉
🚨 BONUS Alert! Life Automation ➡️ Spending Control
No drama approach to succeeding with your spending plan ☮️
SECTION 2.2: Savings Bucket - Save Money Like You Mean
Set-up for savings success ⭐
*UPDATE* New info on interest rates & your savings account
Spreadsheet startup: Intro to the spreadsheet pieces 💻
Spreadsheet startup: Extra spreadsheet tips & troubleshooting ⚙️
Strategy guide: Setting targets for your 3 layers of savings 🎯
Strategy guide: How to fund your targets 💰
Setting up your own savings account spreadsheet 📈
Further operationalizing the savings spreadsheet & what's next 😎
SECTION 2.3: Debt Attack Bucket
Debt is simple ☝️
Get organized & prioritized ✔️
Resources for complicated debt or credit 🛠️
SECTION 2.4: Bills Bucket (& Monthly Cashflow)
Overview & goal for bills management 🥅
Building your checking account spreadsheet 💻
Timing bills with income (when you're not yet 'one month ahead') ⌚
The monthly bills scheduling & projecting session 🥂
The monthly bills scheduling & projecting session - Example Video
Weaving in spending transactions (without going crazy) 🤑
🚨 BONUS Alert! 90-Day Cashflow Plan Training
SECTION 3: ACCELERATE
Strategic cashflow shifting to accelerate goals 🚀
Tactics for "burst" cash inflow 🧨
Leverages points to adapt to change & protect your goals 👌
SECTION 4: EVALUATE
Why Evaluate? 🤔
The stuff that creates progress: lead & lag measures ⚡️
Faster progress for the long haul with debriefing 📈
Intentionally delayed actions & decisions 📌
⌚️ BONUS: Budgeting by Time with the Burn Rate Budget
⌚️ Introduction
⌚️ Step 1: Monthly Spending Cap
⌚️ Step 2: Burn Rate & Buffer
⌚️ Step 3: Implementation & Customization
⌚️ Step 4: Tracking Over Time
⌚️ Step 5: Stick To Your Limits
⌚️ Powerful practice: The 3 R's
⌚️ 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
🎁 Automation Masterclass Replay
🎁 90 Day Cashflow Plan Training (Bonus training from 30 Day Level-Up)
🎁 Spending Strategy Mindset Secrets eBook - The Family Money Mentor.pdf
🎁 Make $100 fast tip list - The Family Money Mentor.pdf
🎁 $500 fast Bingo card - The Family Money Mentor
🎁 $10 Decisions worksheet printable
🎁 Vision Planning Worksheet
SPECIAL TOPICS: Video Vault
🎬 'Retired training' - Cash stashing mindset & strategy for one-time goals
🎬 How to pick a good balance transfer credit card
🎬 How to curb food spending
🎬 Deciding whether to invest in a 529 plan
🎬 Retirement prep questions & investing tips
🎬 Inflation gameplan
🎬 Vision planning food for thought