In debt? Not making the financial progress you desire? Stress? Anxiety? Financial frustrations? Have you tried to budget and failed? Odds are you just didn’t have a proven system to set you on the right path. The start of any financial plan begins with a disciplined, practical and easy to follow approach to budget development, debt reduction and wealth development. The first in a series, financial professional and podcast host of the popular show DIY Money, Quint Tatro brings you a step by step, proven guide to set you on the right path for your new financial journey.
$99.00 – (100 Spots Only) Live Sessions – June 5th, 12th, 19th, 26th – 9AM – 11AM EST
Week 1 – Budgeting with a purpose – An in-depth review of just why we budget, how to budget and what the purpose of budgeting really is. We’ll look at such things as accruing special expenses, evaluating margin, common pitfalls as well as where this critical step leads
Week 2 – Margin Magic – In week 2 we’ll start discussing the allocation areas for margin including an deep dive into debt reduction and a simple methodology of how to evaluate pros and cons of debt reduction
Week 3 – Investing Basics – In week 3 we’ll introduce investing through various accounts such as 401k, Roth 401k, IRA, Roth IRA, SEP, Simple IRA and traditional taxable investing accounts. We’ll discuss the ‘dos’ and ‘donts’ of investing and bring investors through the myriad of investment options
Week 4 – Wealth Development – In week 4 we’ll bring all facets of DIY Money together to discuss the steps towards wealth development & wealth creation. We’ll discuss alternative investment options such as Real Estate and a further look at taxable investment accounts. We’ll review taxes, insurance as well as what to consider when you’re developing an estate plan.
FAQ
Q – What if I can’t make a live session?
A- All sessions will be recorded with an archive made available for participants
Q – Will there be a Q&A?
A- Each session will leave adequate time for a live Q&A
Q – What if I missed the window and all seats are taken?
A- Stay tuned, we’ll look to hold more of these at a future time.
