This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Create a Long-term Financial Plan
Welcome!
Course Overview
Step #1: Planning for the Life You Want
The Daffodil Principle (4:50)
Dreams for the Future (3:17)
Visualize It (1:48)
Step #2: Understanding How Money Grows
Calculate Net Worth (2:09)
Assets & Liabilities (6:13)
Appreciation & Depreciation (5:07)
Compound Interest (8:49)
Step #3: Picking the Right Accounts
Risk and Return (13:13)
Goal Matching and Interest Rates (15:26)
Low Risk Options (14:17)
Understanding Your Investments (20:52)
Fees and Expenses (8:42)
Step #4: Paying Yourself
Why Budget: Creating a Gap (16:45)
Fill out the Payments Column (5:08)
Emergency Fund & Wealth Building (13:47)
Short-term Goals (10:43)
Sinking Funds (7:09)
Tips for Setting Up Automatic Transfers (17:54)
Step #5: Reducing Debt
Past Debt vs. Future Debt (12:45)
Monthly Payment Trap (8:25)
Create a Debt Snowball (9:31)
Life After Debt (7:04)
Step #6: Future Thinking
Medium and Long-term Goals (13:49)
Retirement Planning (8:57)
Social Security (6:31)
Sinking Funds
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock