*UPDATE* New info on interest rates & your savings account

*UPDATE* New info on interest rates & your savings account

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Money $trategy $chool 2.0

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Course Welcome

  • Course Welcome & Introduction ๐Ÿ‘‹
  • 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

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 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”
  • 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