Course curriculum

    1. Where are your workers?

    2. How much do you need for an emergency?

    3. Time to set those goals

    1. Where should your money go?

    2. Medium term goals - a look at the numbers

    3. How to execute on your medium-term plan

    4. How to create a simple action plan

    5. A comprehensive look at a simple action plan

    1. Putting it all in or slowly over time?

    2. Using the B&W ETF purchase calculator

    3. Time to invest the rest

    4. Should I automate?

    5. Writing a plan you can stick with

    6. How to build wealth in the long run

    1. Your most important investment accounts

    2. Investing for your kids

    3. Consolidating existing investments

    4. Using our medium-term savings calculator

    5. Should I invest in the stock market or real estate?

    6. The risks of owning top tech stocks

    7. "Mixed-couples" - a deeper look

    8. Ongoing tax management

    9. Other useful resources

About this course

  • $700.00
  • 23 lessons
  • 3 hours of video content

Discover your potential, starting today