Day 0: Let's Get Started! ๐ฝโผ๏ธ
Day 1: The 3 Laws of Personal Finance ๐ฝโผ๏ธ
Day 2: Getting Started on Your Financial Planning Journey ๐ฝโผ๏ธ
Day 3: Embracing the BayRock RightCapital Mobile App ๐ฝโผ๏ธ
Day 4: Leveraging the Client Portal and Document Vault ๐
Day 4: RightCapital Security and Privacy โ
Day 5: Streamlining Financial Management with Account Aggregation ๐ฝโผ๏ธ
Day 6: Tools for Spending and Budgeting ๐๐ฒโ ๐
Day 7: Clarifying What Matters Most - to You ๐ฝโผ๏ธ
Day 8: Building a Purpose-Centered Financial Plan ๐ฝโผ๏ธ
Day 9: The Seven Essential Elements of Financial Planning ๐๐ฒโ ๐
Day 10: Financial Independence or Retirement Planning ๐๐ฒโ ๐
Day 11: Risk Management or Insurance Planning ๐๐ฒโ ๐
Day 12: Estate Planning ๐๐ฒโ ๐
Day 13: Education Planning ๐๐ฒโ
Day 14: Tax Planning Strategies ๐๐ฒโ ๐
Day 15: Investment Management Strategies ๐๐ฒโ ๐
Day 16: Cash Flow Management ๐๐ฒโ ๐
Day 17: Monte Carlo Simulations for Financial Resilience ๐
Day 18: Credit and Debt Management Strategies ๐๐ฒโ
Day 19: Analyzing Annuities for Your Financial Plan ๐
Day 20: Advanced Cash Flow Planning Techniques ๐
Day 21: Moving the Needle in Your Retirement Plan ๐๐ฒโ
Day 22: Analyzing Retirement Income Streams ๐๐ฒโ
Day 23: Interactive Scenario Planning ๐๐ฒโ
Day 24: Common Estate Planning Mistakes ๐๐ฒโ
Day 25: Advanced Estate Planning Strategies ๐๐ฒโ
Day 26: Medicare Planning and Premium Calculation ๐
Day 27: Dynamic Retirement Spending Strategies ๐๐ฒโ
Day 28: Tax Allocation Strategies ๐๐ฒโ
Day 29: Investment Analysis ๐๐ฒโ
Day 30: Finalizing Your Comprehensive Financial Plan ๐๐ฒโ
Last Day Finale: Letโs Review Your Financial Future ๐๐ฒโ ๐
Day 0: Download Thinkific Mobile App ๐ ๏ธ
Day 1: Plan Setup for RightCapital BayRock ๐ฉโ๐ป๐ ๏ธ
Day 2: Download RightCapital Mobile App ๐ ๏ธ
Day 3: Linking Your Accounts in RightCapital ๐ ๏ธ
Day 1: The Wedding Planners
Day 2: Who needs Financial Planning - Everybody, All the Time
Day 3: Pulling Weeds
Day 4: Lies We Believe
Day 5: Get a Gyroscope
Day 6: Connecting the Dots
Day 7: The Emotional Nature of Money
Day 8: Turning Point
Day 9: Your Hearts Desire
Day 10: Your First Memories of Money
Four Kinds of People Starting with Buried in Debt
Four Kinds of People Part Two Barely Above Water
Four Kinds of People Part Three Bucks in the Bank
Four Kinds of People Part Four Full of Purpose and Contentment
About This Course
Getting Started
About Make Your Money Count
Video: About This Course
Getting Organized
114 Ways to Make Your Money Count
Important Numbers
Download Important Numbers
30 Days to Make Your Money Count. Our FREE online course for DIY Investors and Small Business Owners. Get full access to our Premium Planning Portal, RiskAlyze portfolio checkup, #AskMeAnything Weekly Zoom Meetings, One-On-One coaching and much more.
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.
Retirement Analysis: Discover your probability of success and learn how to "move the needle" in your retirement plan with a few key changes.
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.
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.
Author of Make Your Money Count
