tutorials

Financial Goals Module

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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

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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.

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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 for efficiency.

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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.

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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.

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Learn more about using Tiller Money to automate pulling your cash flow transactions and/or account balances directly into your Personal Finance Bundle workbook.

Play Video about Using Empower with the Personal Finance Bundle

Learn more about using Empower (previouslyΒ Personal Capital) with the Personal Finance Bundle to import transactions, map budget categories to those in the Bundle and more.Β 

Debt & Credit Module

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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.

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 a previous version of the Bundle (V3), but will be updated soon!

Insurance Planning Module

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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

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This video describes how you can use the Saving & Investing Module to track your individual portfolio accounts, overall asset allocation/location and create an IPS to help you stay on track with your goals.

Retirement Planning Module

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In this video, I walk you through creating a realistic retirement budget, calculating social security, as well as determining an effective tax rate to use in retirement.

College Planning Module

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This video covers determining the amount you need to save for your dependents’ college costs as well as the new Student Aid Index.

10-Year Projections Module

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The 10-Year projected net worth and cash flow projections are covered in this video. Here, I show you how to make sure your inputs are correct so that you can get a view of your next decade.

Estate Planning Module

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In this video, I provide an overview of the essential estate planning documents and the planning considerations involved in each one.

Bundle Worksheet Instructions