Make Your Money Count
Purpose-Centered Financial Planning Course
Course curriculum
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Day 0: Let's Get Started! ๐ฝโผ๏ธ
FREE PREVIEW -
Day 1: The 3 Laws of Personal Finance ๐ฝโผ๏ธ
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Day 2: Getting Started on Your Financial Planning Journey ๐ฝโผ๏ธ
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Day 3: Embracing the BayRock RightCapital Mobile App ๐ฝโผ๏ธ
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Day 4: Leveraging the Client Portal and Document Vault ๐
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Day 4: RightCapital Security and Privacy โ
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Day 5: Streamlining Financial Management with Account Aggregation ๐ฝโผ๏ธ
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Day 6: Tools for Spending and Budgeting ๐๐ฒโ ๐
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Day 7: Clarifying What Matters Most - to You ๐ฝโผ๏ธ
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Day 8: Building a Purpose-Centered Financial Plan ๐ฝโผ๏ธ
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Day 9: The Seven Essential Elements of Financial Planning ๐๐ฒโ ๐
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Day 10: Financial Independence or Retirement Planning ๐๐ฒโ ๐
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Day 11: Risk Management or Insurance Planning ๐๐ฒโ ๐
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Day 12: Estate Planning ๐๐ฒโ ๐
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Day 13: Education Planning ๐๐ฒโ
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Day 14: Tax Planning Strategies ๐๐ฒโ ๐
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Day 15: Investment Management Strategies ๐๐ฒโ ๐
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Day 16: Cash Flow Management ๐๐ฒโ ๐
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Day 17: Monte Carlo Simulations for Financial Resilience ๐
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Day 18: Credit and Debt Management Strategies ๐๐ฒโ
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Day 19: Analyzing Annuities for Your Financial Plan ๐
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Day 20: Advanced Cash Flow Planning Techniques ๐
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Day 21: Moving the Needle in Your Retirement Plan ๐๐ฒโ
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Day 22: Analyzing Retirement Income Streams ๐๐ฒโ
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Day 23: Interactive Scenario Planning ๐๐ฒโ
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Day 24: Common Estate Planning Mistakes ๐๐ฒโ
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Day 25: Advanced Estate Planning Strategies ๐๐ฒโ
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Day 26: Medicare Planning and Premium Calculation ๐
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Day 27: Dynamic Retirement Spending Strategies ๐๐ฒโ
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Day 28: Tax Allocation Strategies ๐๐ฒโ
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Day 29: Investment Analysis ๐๐ฒโ
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Day 30: Finalizing Your Comprehensive Financial Plan ๐๐ฒโ
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Last Day Finale: Letโs Review Your Financial Future ๐๐ฒโ ๐
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Day 0: Download Thinkific Mobile App ๐ ๏ธ
FREE PREVIEW -
Day 1: Plan Setup for RightCapital BayRock ๐ฉโ๐ป๐ ๏ธ
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Day 2: Download RightCapital Mobile App ๐ ๏ธ
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Day 3: Linking Your Accounts in RightCapital ๐ ๏ธ
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Day 1: The Wedding Planners
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Day 2: Who needs Financial Planning - Everybody, All the Time
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Day 3: Pulling Weeds
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Day 4: Lies We Believe
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Day 5: Get a Gyroscope
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Day 6: Connecting the Dots
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Day 7: The Emotional Nature of Money
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Day 8: Turning Point
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Day 9: Your Hearts Desire
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Day 10: Your First Memories of Money
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Four Kinds of People Starting with Buried in Debt
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Four Kinds of People Part Two Barely Above Water
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Four Kinds of People Part Three Bucks in the Bank
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Four Kinds of People Part Four Full of Purpose and Contentment
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Getting Organized
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114 Ways to Make Your Money Count
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Important Numbers
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Download Important Numbers
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About this course
- $250.00 / year
- 59 lessons
- 2 hours of video content
Features and Benefits
30 Days to Make Your Money Count. Purpose-Centered Financial Planning Course. Included in our $25 Monthly Membership. Join Us!
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Risk Management: What's Your Risk Number? Discover what's in your portfolio, how much risk you need, how much risk you have, and how much your portfolio gain or lose in the next 90 days.
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Retirement Analysis: Discover your probability of success and learn how to "move the needle" in your retirement plan with a few key changes.
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Net Worth, Budget, and Tax Tracker along with two mobile apps: RightCapital by BayRock Financial for managing your money and Munchbach Mobile app by Thinkific.
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Get started with 30 Days to Make Your Money Count. Once you get started, weโre confident youโll want to Join Us. Get full access to our RightCapital Planning Portal, all Premium Courses, Make Your Money Count, The Blueprint, and much more. Lock in our introductory price of $24.95 per month.
Jim Munchbach, Financial Coach
Author of Make Your Money Count
Certified Financial Plannerโข Jim Munchbach
Hi, I'm Jim Munchbach, CFPยฎ Professional. I've been teaching Personal Finance at the Bauer College of Business at University of Houston for over a decade. Missional Money Financial Planning is based on the principles and process outlined in my books: Make Your Money Count, What Matters Most, and Allied for Success. The course features The Blueprint for Financial Successโข.
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