top of page

Lesson 1

Super Saving
Common Sense for Your Dollars and Cents

 

We explain the Seven Baby Steps that will guide you throughout this course. You will also learn the three key reasons why you should save money—and why you must start now!

 

 

Lesson 2

Relating With Money
Nerds and Free Spirits Unite!

 

Learn why it's important for spouses to communicate and work together toward success. Also, singles will learn the importance of teamwork, and parents will find out how to teach their kids about money.
 

 

 

Lesson 3

Cash Flow Planning
The Nuts and Bolts of Budgeting

 

Unlock the secret of developing a monthly spending plan that really works. Learn how to live on less than you make, pay your bills, allow for entertainment, AND still have money left over at the end of the month.

 

 

Lesson 4

Dumping Debt
Breaking the Chains of Debt

 

It's time to debunk some common debt myths! We reveal the truth about credit lies and gives you a plan to walk out of debt with confidence.

 

 

 

 

 

Lesson 5

Buyer Beware
The Power of Marketing on Your Buying Decisions

 

We draw on decades of experience to reveal the power and influence that marketing has on your everyday buying decisions.

 

 

 

 

 

Lesson 6

The Role of Insurance
Protecting Your Health, Family and Finances

 

In this lesson, We walk you through the world of insurance, carefully explaining what you need—and what you need to avoid.

 

 

Lesson 7

Retirement and College Planning Mastering the Alphabet Soup of Investing

 

We walk you through the maze of retirement options and helps you figure out your best retirement plan. You will also learn how to plan for college so your kids can graduate debt free!

 

 

 

 

Lesson 8

Real Estate and Mortgages
Keeping the American Dream From Becoming a Nightmare

 

We draw on over 20 years of real estate experience to teach you how to win when buying or selling your home, and the ins and outs of mortgages.

 

 

 

Lesson 9

The Great Misunderstanding
Unleashing the Power of Generous Giving

 

Learn how generous giving can completely revolutionize your attitude and improve your finances, business and relationships.

 

 

 

 

 

bottom of page