Hey guys! A few useful, free downloads here.
Free Download 1: The Financial Order of Operation PDF
It answers, “How should I prioritize my spending?” Simple, but powerful.
Option 1: Scan through it here and download it directly.
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Option 2: Sign up for my weekly newsletter, below, and get the file emailed to your inbox.
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Free Download 2: The “All Accounts” PDF
401(k), IRA, Roth, 403(b), HSA…what are all these different accounts?!
And what are their characteristics? How are they taxed? Are they used for investing? So many questions.
I put together this table to help. It covers the 10 most common American investing accounts, and answers 12 common questions about each one (covering taxes, age restrictions, account uses, etc.) It’s a great document to keep handy for your personal finance planning.
Option 1: Scan through it here and download it directly.
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Option 2: Sign up for my weekly newsletter, below, and get the file emailed to your inbox.
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Free Download 3: The “Ultimate Financial Planning Checklist” PDF (Draft)
This one is a work in progress. I’d love your free
This is a checklist meant to trigger ideas. Good ideas. The real work comes afterwards in chasing down effective answers for your life.
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If you want to see other files I’ve put together, let me know!