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Master Your Money: 6 Steps to Financial Wellness

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Tiffany Groode

2:02:19

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  • 1 - Welcome and Course Overview.mp4
    02:04
  • 2 - Instructor Introduction.mp4
    02:41
  • 3 - Common Misconceptions About Money.mp4
    01:40
  • 4 - Your Money Story.mp4
    02:52
  • 5 - Activity Your Current Money Beliefs.mp4
    03:29
  • 5 - Money-Story-Tools.pdf
  • 7 - Creating-Effective-Smart-Goals.pdf
  • 8 - Making vs Keeping Your Money.mp4
    01:34
  • 9 - Your 6 Financial Priority Steps.mp4
    03:01
  • 9 - Your-Financial-Priority-List.pdf
  • 11 - Understanding Working Capital.mp4
    01:35
  • 12 - Step 2 Save 13 Months Worth of Bills.mp4
    03:05
  • 13 - Step 3 Paying Off HighInterest Debt.mp4
    02:37
  • 14 - Step 4 Saving 6 Months Worth of Bills.mp4
    02:56
  • 15 - Step 5 Saving for Retirement.mp4
    03:27
  • 16 - Step 6 Paying off Lower Interest Debt.mp4
    01:56
  • 17 - Budgeting-Worksheet.xlsx
  • 17 - Get Your Numbers Organized.mp4
    05:04
  • 17 - The-5-Categories-to-Organize-Your-Income-Expenses.pdf
  • 18 - Activity Organize Your Numbers Case Study.mp4
    04:25
  • 18 - Tonys-Budgeting-Worksheet.xlsx
  • 19 - Creating More Working Capital.mp4
    03:46
  • 19 - Tips-to-Increase-Working-Capital.pdf
  • 20 - Activity Knowing where to start.mp4
    04:26
  • 20 - Calculate-Your-Savings-Goals.pdf
  • 21 - Getting Your Accounts Ready.mp4
    03:23
  • 22 - Keeping-Track-of-Lifestyle-Spending.pdf
  • 22 - Sticking to Your Lifestyle Budget.mp4
    03:02
  • 23 - Wins in Your First 3 Months.mp4
    01:19
  • 24 - 4-Tips-to-Boost-Your-Savings.pdf
  • 24 - Four Tips for Boosting Your Savings.mp4
    03:31
  • 24 - Increasing-Your-Income.pdf
  • 24 - Reducing-Your-Monthly-Bills.pdf
  • 25 - Types of Savings Accounts.mp4
    04:42
  • 25 - Types-of-Savings-Accounts.pdf
  • 26 - The Good and Bad of Debt.mp4
    01:46
  • 27 - Debt Terms.html
  • 28 - Factors-on-Your-Credit-Report-Score.pdf
  • 28 - Whats Your Credit Score and Does it Matter.mp4
    03:50
  • 29 - Different-Types-of-Debt.pdf
  • 29 - What are Different Types of Debt.mp4
    03:17
  • 30 - How To Pay Off Debt Quickly.mp4
    02:56
  • 31 - Case Study Paying off Tonys HighInterest Debt.mp4
    02:54
  • 31 - How-to-Pay-Off-Debt.pdf
  • 32 - Activity Organize Your Debt.mp4
    01:29
  • 33 - Starting to Save for Retirement.mp4
    03:19
  • 33 - Steps-for-Calculating-Retirement.pdf
  • 34 - Activity Step 1 Calculating the Monthly Cost of Your Retirement.mp4
    01:15
  • 35 - Activity Step 2 Finding Your Retirement Savings Target.mp4
    04:44
  • 35 - Estimating-Your-Retirement-Target.pdf
  • 35 - ameriprise financial retirement calculator.zip
  • 35 - chris hogan retirement calculator.zip
  • 35 - kiplinger retirement calculator.zip
  • 35 - nerdwallet retirement calculator.zip
  • 35 - ramsey solutions investmentretirement calculator.zip
  • 36 - Activity Step 3 Saving for Retirement Monthly.mp4
    04:09
  • 37 - Three Retirement Savings Tips to Get You Started.mp4
    01:25
  • 37 - Three-Retirement-Savings-Tips.pdf
  • 38 - Retirement Accounts The Differences & Similarities.mp4
    03:37
  • 39 - Case Study Tonys Retirement Accounts.mp4
    06:17
  • 40 - Types of Retirement Accounts.mp4
    05:59
  • 40 - Types-of-Retirement-Accounts.pdf
  • 41 - Rollover IRAs Combining Your Previous Retirement Accounts.mp4
    03:59
  • 42 - Questions to Ask Your Benefits Team.mp4
    01:40
  • 42 - Retirement-Questions-for-Your-Benefits-Team.pdf
  • 43 - Course WrapUp.mp4
    03:08
  • 44 - Bonus Lecture.html
  • Description


    Take control of your finances! Create an effective budget, pay off your debt, and start saving for the future.

    What You'll Learn?


    • Gain a sense of confidence and empowerment around your money
    • Describe your money story and money beliefs
    • Set money goals that reflect your financial needs
    • Discover 6 financial priority steps to help you get on the right track
    • Organize your monthly income & expenses to get a clear view of your current financial situation
    • Create a clear and effective spending plan
    • Implement strategies to become a super saver
    • Develop a plan to overcome your debt
    • Define a long-term savings approach that will help you live your dream retirement

    Who is this for?


  • Anyone who wants to gain more control and clarity of their personal finances. This can range from just understanding where your money goes each month, to taking direct action to pay off debt and save for short-term and long-term goals.
  • Anyone who wants to have a clear way to track their finances and to have a defined pathway to achieve their money goals.
  • This course is NOT for someone who already feels empowered and in control of their money and does not need additional financial guidance.
  • More details


    Description

    Do you ever ask yourself, what should I do with my money? Should I save it, pay off debt, or invest it?

    Do you ever look at your bank account and wonder - where did all of my money go?

    Do you look at your savings and think - how I am ever going to buy a home? Or retire someday?

    If you said YES to even one of these questions, then this is the course for you.

    Managing your money is a skill you need to learn and practice. Unfortunately, most of us aren't taught this at home or at school. It’s something we learn mainly by trial and error, for good and for bad. As a result, many people today, regardless of income, live paycheck to paycheck.

    Does this sound like you? If so, that’s ok, but know that you can 100% change that. This course is specifically designed to give you the tools and confidence you need to break the paycheck to paycheck cycle.

    Growing up I saw the good and bad of money management. I saw the impact of losing one’s business, home, and financial security. With that, I learned the tools and money mindset I needed to create financial security for myself and my family - and so can you.

    As a financial coach, I’ve taken the many lessons I’ve learned and created my 6 Step Financial Priority List. This framework will give you the necessary skills and tools you need to tell your money where to go each month and reach your goals. No more wondering how to save for vacations and for your future. Or wondering, what to do first - save or pay off debt?

    Instead, by the end of this course, you will develop a new money mindset and a new set of money tools. In this course you will:

    1. Gain a clear understanding of your paycheck and where your money is going each month

    2. Make a clear monthly budget that gives each dollar a job that is aligned with your goals

    3. Get a clear roadmap for how to prioritize savings and reduce debt

    4. Discover 2 effective strategies for paying off debt quickly

    5. Learn tips for becoming a super saver

    6. Understand the benefits and risks of different saving account options

    7. Figure out how much you need to save each month to reach your retirement goals

    8. Feel empowered to make confident financial choices as you pass through different phases of life

    Along the way, I will provide examples, practice activities, tips, and tools to help you build a financial plan that’s right for you.

    Now is the time to take control of your finances and your future. Let’s get started on this new pathway today!

    Who this course is for:

    • Anyone who wants to gain more control and clarity of their personal finances. This can range from just understanding where your money goes each month, to taking direct action to pay off debt and save for short-term and long-term goals.
    • Anyone who wants to have a clear way to track their finances and to have a defined pathway to achieve their money goals.
    • This course is NOT for someone who already feels empowered and in control of their money and does not need additional financial guidance.

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    Tiffany Groode
    Tiffany Groode
    Instructor's Courses
    As a financial coach Tiffany works with individuals, couples, and small business owners to create a clear view of their money, financial goals, and a pathway to achieve them. For almost 10 years, she has coached clients through creating a spending plan, eliminating debt, growing wealth, discussing money in their relationships, buying homes, and retirement planning.Tiffany’s coaching also focuses on financial education so clients can feel more confident and conscious about the financial choices they need to make to reach their personal and professional goals.Before coaching, Tiffany worked in the energy industry for 10 years and has her PhD in Mechanical Engineering from MIT – so you know she knows her numbers!
    Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.
    • language english
    • Training sessions 39
    • duration 2:02:19
    • Release Date 2022/12/24