Financial Goals Module
Learn more about how to set up your financial goals and customize the graphs to automatically monitor those goals throughout the year in this short video.
Personal Finance Essentials Module
This video provides an overview of how to use the Personal Finance Essentials module. Included here is an overview of how this module fits into the Bundle as a whole and things to look for.
Choosing a method of tracking your cash flow is an important part of setting up your Personal Finance Bundle workbook. Learn more about the options I recommend and how to make it as easy and efficient as possible.
Learn more about choosing budget categories with the Personal Finance Bundle. Budget categories should be detailed enough to provide valuable information in your financial decision making, while optimizing efficiency in your budget and breaking out tax-related income and deductions.
Creating an annual budget for the first time can be a daunting task. This video breaks this down into manageable steps that will help you to successfully create this spending plan, for day-to day to nonrecurring expenses.
Learn more about using Tiller Money to automate pulling your cash flow transactions and/or account balances directly into your Personal Finance Bundle workbook. Note: see the video below about additional Tiller features available in the Google Sheets add-on (coming soon!).
Learn more about why YNAB is a great option for managing your budget and how to efficiently import budget category and account totals into the Personal Finance Bundle.
Learn more about using Mint in coordination with the Personal Finance Bundle to import transactions and net worth categories, map budget categories to those in the Bundle and more.
Learn more about using Personal Capital with the Personal Finance Bundle to import transactions, map budget categories to those in the Bundle and more.
Learn more about setting up the cash flow portion of the Bundle in order to make everything more efficient and flow throughout the rest of the year. Note: this currently is from V3 and will be updated soon!
Debt & Credit Module
This video walks you through how to use the Debt & Credit module of the Bundle, including some of the important metrics to track and a brief overview of using the amortization schedules.
Learn more about how loan amortization schedules work and how to use them to determine early debt payoff goals.
Federal & State Income Taxes Module
This video provides some step by step instructions on how to utilize the tax projection (including scenario #2) so you can get up and running quickly on your taxes. Note: this is the previous version of the Bundle (V3), but will be updated soon!
Learn more about how income taxes work in the US, including a detailed example of progressive tax rates.
Insurance Planning Module
In this video, I provide a quick overview of property, life and disability insurance to help you with the basics of analyzing whether you are adequately covering your risks.
Saving & Investing Module
This video helps you to quickly get started on tracking historical and future projections for your investment accounts, as well as some background about index investing and keeping things simple.
Retirement Planning Module
In this video, I walk you through creating a realistic retirement budget, as well as how to determine your taxes in retirement and different withdrawal strategies.
College Planning Module
This video gives you the basics you need to determine how much to save for college for your dependents, as well as how much you might be expected to cover.
10-Year Projections Module
Your 10-Year projected net worth is covered in this video. Here, I show you how to make sure your inputs are correct so that they flow correctly to be able to project your assets and expenses in the next decade.
Estimating your next 10 years of cash flow can help to keep lifestyle inflation from derailing your financial goals. Here, I show you how to utilize the 10-Year Cash projection, including considerations for inflation rates.
Estate Planning Module
In this video, I provide an overview of the considerations listed for estate planning on these sheets, as well as how to customize them.
Bundle Worksheet Instructions
🗎 Saving & Investing Overview Instructions
🗎 Stock & Fund Detail Instructions
🗎 Portfolio Allocation & Fees Instructions