Session 1 - Changing Paradigms: Acquiring a wealthy mindset
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1.1 Introduction
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Introduction to Acquiring a Wealthy Mindset (video) (8:32)
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1.2 Net Worth
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Stop Acting Rich (video) (7:12)
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1.3 Financial Myths
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Properties of Money (video) (3:51)
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1.4 Properties of Money
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The 5 Peaks (video) (6:47)
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1.5 The 5 Peaks
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1.6 Review
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1.7 Homework Assignments
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Assignment: Session 1 Worksheet (Knowledge Check)
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Additional Reading & Resources
Session 2 - Conscience Spending: I will be the 1 in 3
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2.1 Introduction
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Introduction to Budgeting (video) (7:20)
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2.2 The "why" of budgeting
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The "Why" of Budgeting (video) (7:18)
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2.3 Budgeting Strategies and Example(video) (8:35)
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2.4 Hands-On Budget Exercise(video) (27:33)
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You Inc. (Slides)
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Assignment: Session 2 Worksheet
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Reading
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Assignment: Prepare a Budget
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Session 2 Recording (82:41)
Session 3 - The power of saving: It's not about how much you earn, but rather how much you keep
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3.1 Introduction
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The GOK Fund (video) (3:56)
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3.2 GOK Fund
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Exercise: Is it an Emergency?
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Saving for Purchases and Wealth (Video) (4:43)
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3.3 Sinking Fund for Purchases
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3.4 Save for Building Wealth
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Saving 15% of Income (video) (4:16)
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Assignment: Session 3 Worksheet
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Assignment: Calculate Your Emergency Fund Requirements
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Reading
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Session 3 Recording (58:28)
Session 4 -Debt debunked: don't buy this year's car with next year's income
Investing Basics
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Investing Basics Part 1 Objectives
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Investing Basics Part 2 Introduction
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Investing Basics Part 3 Barriers to Investing
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Investing Basics Part 4 Preparing Your Finances for Worry-Free Investing
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Investing Basics Part 5 Calculating Your Retirement Number
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Investing Basics Part 6 Demystifying the Process
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Investing Basics Part 7 Dollar-Cost Averaging and the Fear Cycle
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Investing Basics Part 8 Investment Vehicles
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Investing Basics Part 9 Open an Account
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Investing Basics Recording (133:26)
Session 5 - Widened perspectives: designing your legacy
