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Simple Money System
Intro to the Simple Money System Course
Welcome! (10:51)
How to Access the Workbooks (2:04)
Mind over Money
Introduction to Mindset & Habits (7:19)
Your Money Mindset (15:17)
What's Been Holding You Back? (12:10)
Your New Self Identity (11:45)
Spending Triggers (5:35)
Happiness Inventory (4:14)
Forming Healthy Habits (8:19)
Your Starting Point
Getting Started (8:45)
Setting Up Your Dashboard with Mint (9:50)
Finding Your Numbers (19:58)
Spending by Category (24:13)
Your Financial Goals
Selecting Your Goals (25:36)
The Goal Planner (3:36)
Emergency Fund (4:34)
Debt Payoff Goal (20:17)
Savings Goal (3:53)
Retirement Goal (21:31)
Other Investment Goals (5:16)
College Fund Goal (7:56)
Goal Planning Wrap Up (2:26)
Your Budget
Cost Cutting Strategies (37:43)
Budget Pre-work (11:15)
The Budget (30:25)
Accounts & Investing
High-Yield Savings Accounts (7:19)
Debt Strategies (6:46)
Intro to Investing, part 1 (19:27)
Intro to Investing, part 2 (23:51)
Retirement Plans, Rollovers & Sample Plan (24:47)
Retirement Plans for Self-Employed (2:54)
Tracking Your Investments with Personal Capital (22:59)
Setting Up Your 401(K) with Example (9:41)
Investing in Your IRA with Example (5:54)
Robo-Advisor Example (6:12)
Investing in A Brokerage Account with Example (5:37)
College Plans (3:38)
Simple Money System Wrap-Up
Mindset Revisited (5:29)
Budget Maintenance (3:05)
Automate the System (7:58)
What's Next? (9:30)
Monthly Money Check-Up (6:24)
You Got This! (2:51)
Selecting Your Goals
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