Curriculum

  • 1

    Welcome to The Truths About Money Course

    • Welcome to the Course!
  • 2

    Part 1: Life Is Not A Dress Rehearsal!

    • Video Lesson: Life Is Not A Dress Rehearsal!

    • Budget Worksheets

    • Life Is Not A Dress Rehearsal Transcript

    • BONUS! Retirement Lifestyle Workbook
  • 3

    Part 2: What's In Your Retirement (Investment) Bucket?

    • Video Lesson: What's In Your Retirement (Investment) Bucket

    • Understanding Social Security

    • Social Security Quiz

    • Uses of a Reverse Mortgage

    • Understanding the Line of Credit Growth for a Reverse Mortgage

    • Retirement Transcript

    • What is Inflation?

    • Inflation Quiz
  • 4

    Part 3: Demystifying Insurance

    • Video Lesson: Demystifying Insurance

    • Demystifying Insurance Transcript

    • What You Need to Know About Long Term Care

    • Medicare ABCs
  • 5

    Part 4: The Truth About Financial Advice

    • Video Lesson: The Truth About Financial Advice

    • Financial Advice Transcript

    • Financial Advisor Questionnaire

    • Sequence of Returns and Why It Matters
  • 6

    Bonus: The Perils of "Do It Yourself" (Note: Clickable Links Are Inactive)

    • Disclaimer

    • What Do Certified Financial Planners Do For Clients?

    • New Tax Law Implications

    • Tax Strategies: Case Study

    • Decumulation and Outside-The-Box Thinking

Reviews

Liquid error: internal