Course curriculum

    1. A message from the instructor

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    2. How to use this course

    3. Before we begin...

    1. A Few Basics: Items and Common Settings

    2. Your "Chance of Success"

    3. Income and Inflation

    4. Adding a Spouse

    5. Income Tax

    6. Supplementary Resources

    7. Module Survey

    1. Modeling Recurring Expenses

    2. Modeling Variable Expenses

    3. Modeling Debt

    4. Gaps Between Expense Ranges

    5. Expenses that Outpace Inflation

    6. Supplementary Resources

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    7. Module Survey

    1. The Default Account

    2. Basic Account Attributes

    3. Advanced Account Attributes

    4. Roth Conversions

    5. Required Minimum Distributions (RMDs)

    6. Funded and Unfunded Contributions

    7. Sourcing an Expense from an Account

    8. Modeling Home Equity

    9. Taxes

    10. Withdrawals

    11. Supplementary Resources

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    12. Module Survey

    1. Tracking Progress

    2. Basic Analysis

    3. Advanced Analysis

    4. Scenarios

    5. Optimize Spending

    6. Optimize Withdrawals

    7. Milestones - Goals

    8. Debt Reduction

    9. Stress Testing

    10. Annual Metrics

    11. Income and Expense Output Data

    12. Accounts Output Data

    13. Withdrawals Output Data

    14. Grand Total Output Data

    15. View Options

    16. Profile Settings

    17. Interface and Calculation Options

    18. Keeping Your Model Current

    19. Supplementary Resources

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    20. Module Survey

    1. Before you go...

About this course

  • $99.00
  • 50 lessons
  • 3 hours of video content

Discover your potential, starting today

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