Course curriculum

    1. Day 0: Let's Get Started! 📽‼️

    2. Day 1: The 3 Laws of Personal Finance 📽‼️

    3. Day 2: Getting Started on Your Financial Planning Journey 📽‼️

    4. Day 3: Embracing the BayRock RightCapital Mobile App 📽‼️

    5. Day 4: Leveraging the Client Portal and Document Vault 👉

    6. Day 4: RightCapital Security and Privacy ✅

    7. Day 5: Streamlining Financial Management with Account Aggregation 📽‼️

    8. Day 6: Tools for Spending and Budgeting 👉💲✅ 🎓

    9. Day 7: Clarifying What Matters Most - to You 📽‼️

    10. Day 8: Building a Purpose-Centered Financial Plan 📽‼️

    11. Day 9: The Seven Essential Elements of Financial Planning 👉💲✅ 🎓

    12. Day 10: Financial Independence or Retirement Planning 👉💲✅ 🎓

    13. Day 11: Risk Management or Insurance Planning 👉💲✅ 🎓

    14. Day 12: Estate Planning 👉💲✅ 🎓

    15. Day 13: Education Planning 👉💲✅

    16. Day 14: Tax Planning Strategies 👉💲✅ 🎓

    17. Day 15: Investment Management Strategies 👉💲✅ 🎓

    18. Day 16: Cash Flow Management 👉💲✅ 🎓

    19. Day 17: Monte Carlo Simulations for Financial Resilience 👉

    20. Day 18: Credit and Debt Management Strategies 👉💲✅

    21. Day 19: Analyzing Annuities for Your Financial Plan 👉

    22. Day 20: Advanced Cash Flow Planning Techniques 👉

    23. Day 21: Moving the Needle in Your Retirement Plan 👉💲✅

    24. Day 22: Analyzing Retirement Income Streams 👉💲✅

    25. Day 23: Interactive Scenario Planning 👉💲✅

    26. Day 24: Common Estate Planning Mistakes 👉💲✅

    27. Day 25: Advanced Estate Planning Strategies 👉💲✅

    28. Day 26: Medicare Planning and Premium Calculation 👉

    29. Day 27: Dynamic Retirement Spending Strategies 👉💲✅

    30. Day 28: Tax Allocation Strategies 👉💲✅

    31. Day 29: Investment Analysis 👉💲✅

    32. Day 30: Finalizing Your Comprehensive Financial Plan 👉💲✅

    33. Last Day Finale: Let’s Review Your Financial Future 👉💲✅ 🎓

    1. Day 0: Download Thinkific Mobile App 🛠️

    2. Day 1: Plan Setup for RightCapital BayRock 👩‍💻🛠️

    3. Day 2: Download RightCapital Mobile App 🛠️

    4. Day 3: Linking Your Accounts in RightCapital 🛠️

    1. Day 1: The Wedding Planners

    2. Day 2: Who needs Financial Planning - Everybody, All the Time

    3. Day 3: Pulling Weeds

    4. Day 4: Lies We Believe

    5. Day 5: Get a Gyroscope

    6. Day 6: Connecting the Dots

    7. Day 7: The Emotional Nature of Money

    8. Day 8: Turning Point

    9. Day 9: Your Hearts Desire

    10. Day 10: Your First Memories of Money

    11. Four Kinds of People Starting with Buried in Debt

    12. Four Kinds of People Part Two Barely Above Water

    13. Four Kinds of People Part Three Bucks in the Bank

    14. Four Kinds of People Part Four Full of Purpose and Contentment

    1. About This Course

    2. Getting Started

    3. About Make Your Money Count

    4. Video: About This Course

    1. Getting Organized

    2. 114 Ways to Make Your Money Count

    3. Important Numbers

    4. Download Important Numbers

About this course

  • Free
  • 59 lessons
  • 2 hours of video content

Features and Benefits

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, we’re confident you’ll 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 Planner™ Jim Munchbach

Hi, I'm Jim Munchbach, CFP® 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 Success™.