
· You work hard for you money, is your money working hard for you?
· Never underestimate the small stuff – devil is in the details
· Small steps matter the MOST
· PROCEED THROUGH COURSE IN ORDER! Don’t SKIP Things!
· What can and can’t I promise you?
· Change requires ACTION – Are You Willing? Do you want more money?
How I got started years ago, you may be surprised.
· If I can do it, anyone can do it.
· What is my background and education?
· Proceed through course in order
· Be educated about your money
· Make your money work as hard as you do.
· This is the most CRITICAL of ALL lessons – DON’T SKIP!
· Approach is everything
· The “KISS” Approach
· Simple does not equal easy
· What is your goal? Do you have a plan? What are you willing to do?
· How to save money – You will be surprised where and how you can save money, a
LOT of money!
· What do you need to do to save?
· Are you willing to do it?
· MORE ways to save money
· Remember, lots of small things add up!
· Paying off debt – how should you approach it?
· Credit cards – Get your credit card to work for you. You can actually “make”
money off your credit cards.
· How to approach “loans” – Auto, Student, Home, etc.
· Have you made/done a budget analysis yet? If not….DO IT!
· Need to know your taxes; basic working knowledge can save you literally
thousands every year.
· How much money could you be saving on taxes that you are not?
· Do you need an accountant?
· Where do you live?
· How much are you paying every month for a roof over your head?
· Want a place to live for FREE?
· Are you planning on moving in the next 3-5 years?
· “Why” is your home your #1 investment and “How” does it not only save you
money but also MAKE you money?
· “Dressing” for success can literally prevent financial success.
· Very QUICK intro on “WHY” this is so critical, do NOT skip this!
· How much should you have?
· How to create a “Emergency” Fund
· “Why” is this so important?
· This is absolutely CRITICAL, it’s far more complex than simply having a
“emergency” fund. It’s EVERYTHING.
· What can you use as alternatives?
· If you are planning on helping anyone with college, you MUST watch this.
· When should I consider investing for retirement?
· “Why” is this so important? It’s much, much, more than “retirement”
· Is it too late?
· What should I invest in?
· How do I get started?
· How to get “FREE” money!
· Use retirement to lower your taxes – how to save thousands of dollars every year.
· Don’t pass up FREE money!
· Know what your investing in
· Monitor it!
· Rollovers – should I do them?
· Penalty-free withdrawals for first home purchase and certain college expenses.
· Do I trust my work with my life savings?
· What questions to ask?
· Max match
· If you want to live in the country, have a “weekend get away” #1 investment right along with your house!!
· Outstanding Investment - can’t make more of it and it will never go away.
· Pros and cons?
· Great, but be Diversified – e.g. drought or bad years
· Ultimate long term investment
Personal Finance, Investing, and Retirement: Get Out of Debt & Get Your Money to Work For You.
Do you work hard for your money? Get your money to work hard for you!
I know why you are reading this, I was in the same place you are. Too much debt, maybe even drowning in debt, living pay check-to-pay check, not taking the vacations you always dreamed about, worried about retirement, wishing you had more money to enjoy life and worrying about bills. Does this “ring a bell”?
What if I told you it doesn’t have to be that way and I can show you how?
Maybe you doing good, just want to take it to the next level?
I am not a stockbroker, I don’t work on Wall Street, I don’t have my MBA and I am not a billionaire. I do have over 20+ years of teaching at the college and university level and I am an expert in education and teaching and I am great at my job. Most important, I started off just like you!
I will not only show you how to take charge of your finances, get out of debt, quit living pay check-to-pay check and get you on that vacation you have been dreaming of but I will take you to next level and show you how achieve financial security by understanding and planning your retirement, get you into the house you always wanted, and get you started investing your hard earned money.
I am going to present you with simple, easy to understand, and easy to follow methods that are proven to work in the shortest amount of time possible. Anyone can do them regardless of their background, situation, or location. It’s that simple, all that is required is the willingness to “do something”.
Just about all of us work hard for our money but few of us are having our money work hard for us. Would you like to learn how to have your money work as hard as you do?
Do you invest in the stock market? If you are investing in a 401K or IRA (retirement) then you are investing in the stock market. Do you really understand how all your hard earned money is being invested? Is your portfolio “diversified”? Is it appropriate for your current age and expected retirement?
You should be able to answer all these questions and understand exactly and specifically how all that money (potentially hundreds of thousands of dollars) is being spent, invested, and managed. After all, it’s your life savings.
How to manage your money is just as important or more important than how you make it.
“If you work hard for your money, get your money to work hard for you”
I GUARANTEE this course will help you achieve your goals or your money back. Look forward to working with you on your journey to becoming debt free.
Sincerely,
Drew