Hey, everyone! We’re excited you’re with us for our 2025 Success Sessions!
Below find our 11-week agenda with session details, prework, and helpful links. After sessions, check back here for video links to all of the sessions so you can catch up with lessons you may have missed.
2/12: Orientation Session: How We’re Going To Get You STACKED!
- 60 minutes
- Overview
- Introductions
- Disclaimers / Warning about sharing
- The Top of the Mountain – How We’ll Succeed at Getting STACKED
- Tools we’ll use to get STACKED
Recording: Here’s the link to the orientation session
Feb 18 – TUESDAY – Session 1: One Idea to Rule Them All – The Timeline
Resources:
- Session 1 Worksheet
- Vanguard Retirement Income Tool
- Bankrate Retirement Income Calculator
- Saving For College Calculator
- Simple Goal Planning Calculator
- NewRetirement Calculator
Recording: Here’s the link to Session 1
Feb 26 – Session 2: Setting Up Your Money Dashboard – Tracking Tools
Additional Resources:
Helpful Links and Calculators:
- 5 Retirement Calculator Mistakes: https://www.youtube.com/watch?v=54yyFNQyf8s
- Qube Money Comprehensive Walkthru: https://youtu.be/jqjkmQ_mN_E
- CanIRetireYet.com calculator list: https://www.caniretireyet.com/the-best-retirement-calculators
- Check out this article with great suggestions for budgeting apps and try a few out yourself! https://thecollegeinvestor.com/32672/best-budgeting-apps/
Session Details:
- 90 minutes
- See in a moment where your money is vs. where it should be
- Budget Meetings (how the work/agenda/what if I quit?)
- Tools (our favorites…and how to know BAD tools)
- What’s your Budget Type?
- Tracking/Budgeting
Recording: Here’s the link to session 2.
Mar 5 – Session 3: Increasing Your Income and Debt, or Driving a Moped Down a Dirt Road to Hell/Credit (AKA One for Me, Three for the Bank)
Recording: Session 3: Increasing Your Income and Debt
Mar 12 – Session 4: Introduction to Investing
Recording: Session 4: Introduction to Investing
March 26 – Session 5: What To Expect When You’re Investing – Morningstar
Resources:
- Morningstar.com – use this to evaluate funds and ETFs
- Morningstar style box
- Risk
- Fees
- Yahoo Finance – use this to evaluate stocks
- Year-over-year cash flow
- Debt/expenses
- Earnings
Session Highlights:
- Three levels of investment (investment/packaging/shelter)
- The 5 types of investments
- How stocks, bonds rise and fall
- Using Morningstar
- Risk management (the different types of risk)
- Evaluating our action buttons (jump start vs. analysis paralysis)
- Sunk cost
- Beginning our Investment Policy Statement
Recording: Session 5: What To Expect When You’re Investing – Morningstar
April 2 – Session 6: Avoiding Risk Management Horror Stories/Estate Planning: The Final Frontier
Resources:
April 9 – Session 7: Estate Planning
April 16 – Session 8: What to Expect Part II – Investment Policy Statement & Efficient Frontier
Resources:
- Portfolio Visualizer
- How to Create an Investment Policy Statement
- Paul Merriman – These 7 Simple Portfolios Beat the S&P 500
Recording: Session 8: What to Expect Part II
April 23 – TUESDAY Session 9: Inflation and Taxes: The Two Horsemen of the Investing Apocalypse
April 30 – Session 10: Hiring Advisors Who Won’t Bleed You Dry/Session Wrap Up
