What you’ll learn:

LESSON 1: SAVING & BUDGETIING (60 min)

• Have a plan
• SMART Goals
• Saved by the “piff” – Pay Yourself First (PYF)
• No Analysis leads to paralysis – analyze spending habits for opportunities
• BnB – Budget & blessing

LESSON 2: DEBT & DESTRUCTION (60 min)

• Attitude toward debt
• Debt consequences
• Debt handling – HITS, runs & errors
• Debt elimination part 1
• Debt elimination part 2

LESSON 3: INVESTING (60 min)

• Answer me this – three questions ALL investments MUST answer
• Bucket 3 living – the hardest working money on the planet
• Being Average – dollar cost averaging
• Being Safe – Diversification – diversifying investment holdings
• Being Wealthy – Concentration – concentrating investment holdings

LESSON 4: SAFETY IN NUMBERS (60 min)

• Risky business – how insurance mitigates risks
• Protect My Life – little known life insurance tips
• Protect My Home – little known home insurance tips
• Protect My Car – little known auto insurance tips
• Protect My Business – little known business insurance tips

LESSON 5: PROTECT & SERVE (60 min)

• Elements of an Estate Plan
• Why a Trust
• Why a healthcare proxy or Living Will
• What is and why have a POA
• Living is Giving

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