Financial Adulting

Take control of your finances and get out of debt, regardless of your life stage. Learn how to budget, spend, and save money like an adult.

Introduction

• Welcome
• Getting the most out of this course

1. Developing an Investor Mindset

• The investor mindset
• A consumer mindset
• How the consumer mindset holds you back
• Action steps

2. Crushing Debt

• Why debt is dangerous
• Changing your mindset about debt
• Excel with the debt snowball
• Putting it into action

3. Stashing Cash

• Evaluating where you're at
• Understanding cash flow
• Automating savings
• Taking action

4. Becoming an Intelligent Investor

• Overcoming greed and fear
• Emergency funds and 401(k) plans
• Roth IRAs
• Investing best practices
• Take action now

5. Managing Risk

• Why risk is important
• Types of insurance policies
• Risk reduction techniques
• Exploring life insurance
• Deductibles and action steps

6. Evaluating Credit

• Why a credit score is important
• What your credit score affects
• Understanding your credit score
• How a credit score works
• Boosting your credit score
• Taking credit action

7. Making Rich Decisions

• Making financial decisions to excel
• Using a decision matrix
• Actions steps

Conclusion

• Next steps