Week #1 – Spending Plan and Credit Health

• Will a budget limit or expand my life and future?

• Is the 50-30-20 rule true? And what are the 5 steps to financial success?

• What factors matter when it comes to credit scoring?

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Week #2 – Taxes and Insurance

• What documents, resources and terminology are needed for understanding taxes?

• What are tax brackets, taxes and investing, capital gains vs ordinary income?

• How important is insurance in protecting assets and loved ones?

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Week #3 – Electronic Investing in the Market

• What is dollar cost averaging?

• When it comes to investing, what factors should I consider?

• What are the different types of investment accounts vs the different types of investments?

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Week #4 – Real Estate Investing and Becoming a Business Owner

• When to buy vs rent?

• How do taxes, capital gains and cash flow work in real estate investing?

• How do I make sure I'm working on my business vs in my business?