The monthly bills scheduling & projecting session - Example Video
The monthly bills scheduling & projecting session - Example Video
Money $trategy $chool 2.0
Buy now
Learn more
Course Welcome
Course Welcome & Introduction ๐
Quiz Required: Student Start-Up
Course tips & important info โ๏ธ
Course feedback ๐
Files & Links ๐
Links to workbooks & spreadsheets
SECTION 1: MOTIVATE
Find your "why" with vision planning ๐ฎ
Create big dreams ๐ญ
Find your milestones ๐
Set specific short term goals ๐ฏ
More of, Less of... ๐
Bring it to life! ๐ผ๏ธ
Motivation's secret sauce ๐ฏ
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 ๐ธ
Stupid simple budget design & the key element โจ
Budgeting by time with the Burn Rate Budget โ
Quick Reference: Budget structure brainstorm list ๐ง
Quick Reference: Powerful practice: The 3 R's for lower spending ๐
๐จ BONUS Alert! Life Automation โก๏ธ Spending Control
No drama approach to succeeding with your spending plan โฎ๏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 ๐ป
Spreadsheet startup: Extra spreadsheet tips & troubleshooting โ๏ธ
Strategy guide: Setting targets for your 3 layers of savings ๐ฏ
Strategy guide: How to fund your targets ๐ฐ
Setting up your own savings account spreadsheet ๐
Further operationalizing the savings spreadsheet & what's next ๐
SECTION 2.3: Debt Attack Bucket
Debt is simple โ๏ธ
Get organized & prioritized โ๏ธ
Resources for complicated debt or credit ๐ ๏ธ
SECTION 2.4: Bills Bucket (& Monthly Cashflow)
Overview & goal for bills management ๐ฅ
Building your checking account spreadsheet ๐ป
Timing bills with income (when you're not yet 'one month ahead') โ
The monthly bills scheduling & projecting session ๐ฅ
The monthly bills scheduling & projecting session - Example Video
Weaving in spending transactions (without going crazy) ๐ค
๐จ BONUS Alert! 90-Day Cashflow Plan Training
SECTION 3: ACCELERATE
Strategic cashflow shifting to accelerate goals ๐
Tactics for "burst" cash inflow ๐งจ
Leverages points to adapt to change & protect your goals ๐
SECTION 4: EVALUATE
Why Evaluate? ๐ค
The stuff that creates progress: lead & lag measures โก๏ธ
Faster progress for the long haul with debriefing ๐
Intentionally delayed actions & decisions ๐
โ๏ธ BONUS: Budgeting by Time with the Burn Rate Budget
โ๏ธ Introduction
โ๏ธ Step 1: Monthly Spending Cap
โ๏ธ Step 2: Burn Rate & Buffer
โ๏ธ Step 3: Implementation & Customization
โ๏ธ Step 4: Tracking Over Time
โ๏ธ Step 5: Stick To Your Limits
โ๏ธ Powerful practice: The 3 R's
โ๏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
๐ Automation Masterclass Replay
๐ 90 Day Cashflow Plan Training (Bonus training from 30 Day Level-Up)
๐ Spending Strategy Mindset Secrets eBook - The Family Money Mentor.pdf
๐ Make $100 fast tip list - The Family Money Mentor.pdf
๐ $500 fast Bingo card - The Family Money Mentor
๐ $10 Decisions worksheet printable
๐ Vision Planning Worksheet
SPECIAL TOPICS: Video Vault
๐ฌ 'Retired training' - Cash stashing mindset & strategy for one-time goals
๐ฌ How to pick a good balance transfer credit card
๐ฌ How to curb food spending
๐ฌ Deciding whether to invest in a 529 plan
๐ฌ Retirement prep questions & investing tips
๐ฌ Inflation gameplan
๐ฌ Vision planning food for thought
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Money $trategy $chool 2.0
Buy now
Learn more
Course Welcome
Course Welcome & Introduction ๐
Quiz Required: Student Start-Up
Course tips & important info โ๏ธ
Course feedback ๐
Files & Links ๐
Links to workbooks & spreadsheets
SECTION 1: MOTIVATE
Find your "why" with vision planning ๐ฎ
Create big dreams ๐ญ
Find your milestones ๐
Set specific short term goals ๐ฏ
More of, Less of... ๐
Bring it to life! ๐ผ๏ธ
Motivation's secret sauce ๐ฏ
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 ๐ธ
Stupid simple budget design & the key element โจ
Budgeting by time with the Burn Rate Budget โ
Quick Reference: Budget structure brainstorm list ๐ง
Quick Reference: Powerful practice: The 3 R's for lower spending ๐
๐จ BONUS Alert! Life Automation โก๏ธ Spending Control
No drama approach to succeeding with your spending plan โฎ๏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 ๐ป
Spreadsheet startup: Extra spreadsheet tips & troubleshooting โ๏ธ
Strategy guide: Setting targets for your 3 layers of savings ๐ฏ
Strategy guide: How to fund your targets ๐ฐ
Setting up your own savings account spreadsheet ๐
Further operationalizing the savings spreadsheet & what's next ๐
SECTION 2.3: Debt Attack Bucket
Debt is simple โ๏ธ
Get organized & prioritized โ๏ธ
Resources for complicated debt or credit ๐ ๏ธ
SECTION 2.4: Bills Bucket (& Monthly Cashflow)
Overview & goal for bills management ๐ฅ
Building your checking account spreadsheet ๐ป
Timing bills with income (when you're not yet 'one month ahead') โ
The monthly bills scheduling & projecting session ๐ฅ
The monthly bills scheduling & projecting session - Example Video
Weaving in spending transactions (without going crazy) ๐ค
๐จ BONUS Alert! 90-Day Cashflow Plan Training
SECTION 3: ACCELERATE
Strategic cashflow shifting to accelerate goals ๐
Tactics for "burst" cash inflow ๐งจ
Leverages points to adapt to change & protect your goals ๐
SECTION 4: EVALUATE
Why Evaluate? ๐ค
The stuff that creates progress: lead & lag measures โก๏ธ
Faster progress for the long haul with debriefing ๐
Intentionally delayed actions & decisions ๐
โ๏ธ BONUS: Budgeting by Time with the Burn Rate Budget
โ๏ธ Introduction
โ๏ธ Step 1: Monthly Spending Cap
โ๏ธ Step 2: Burn Rate & Buffer
โ๏ธ Step 3: Implementation & Customization
โ๏ธ Step 4: Tracking Over Time
โ๏ธ Step 5: Stick To Your Limits
โ๏ธ Powerful practice: The 3 R's
โ๏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
๐ Automation Masterclass Replay
๐ 90 Day Cashflow Plan Training (Bonus training from 30 Day Level-Up)
๐ Spending Strategy Mindset Secrets eBook - The Family Money Mentor.pdf
๐ Make $100 fast tip list - The Family Money Mentor.pdf
๐ $500 fast Bingo card - The Family Money Mentor
๐ $10 Decisions worksheet printable
๐ Vision Planning Worksheet
SPECIAL TOPICS: Video Vault
๐ฌ 'Retired training' - Cash stashing mindset & strategy for one-time goals
๐ฌ How to pick a good balance transfer credit card
๐ฌ How to curb food spending
๐ฌ Deciding whether to invest in a 529 plan
๐ฌ Retirement prep questions & investing tips
๐ฌ Inflation gameplan
๐ฌ Vision planning food for thought