Course curriculum

    1. Overview: Why Financial Competence Matters for Aspiring Owners

    2. Thank You For Your Time

    1. Lesson 1.1: Meet Mike

    2. Lesson 1.2: How this Course Works

    3. Lesson 1.3: The Cash Flow Cascade

    4. Exercise 1.3a: Cash Flow Cascade Exercise

    5. Lesson 1.4: What We're Working Towards

    6. Exercise 1.4a: Your Goal Planner

    7. Lesson 1.5: What's Coming Up

    8. Exercise 1.5a: Unblobbing Your Employee Benefits

    1. Lesson 2.1: The 20 Question Know Your Loans Challenge

    2. Exercise 2.1a: 20 Question Know Your Loans Challenge

    3. Lesson 2.2: What's Coming Up in YNAB

    4. Lesson 2.3: Why We Use YNAB

    5. YNAB User Guide (2025)

    1. Lesson 3.1: Expanding Your Financial Toolkit

    2. Lesson 3.2: High-Yield Savings Accounts

    3. Lesson 3.3: The Robo Advisor Landscape

    4. Lesson 3.4: The Robo Advisor Matrix

    5. Lesson 3.5: Goal-Based Investing with Betterment

    6. Financial Content Survey

About this course

  • Free
  • 21 lessons
  • 0.5 hours of video content

Discover your potential, starting today