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Financial Foundations - Unit 2

Financial Foundations - Unit 2
Understanding what your money math looks like and reflecting on "enough."

Welcome to Unit 2 of the Both/And Finance Financial Foundations Course

ICYMI, you can find Unit 1 here and the Course Intro here.

To begin Unit 2... use the link below to create a copy of the Unit 2 Activities Checklist. Save this checklist to your course folder and use it to track your progress throughout the unit.

Copy: Unit 2 Activities Checklist (aka your "HW Handout")

Next, proceed through the videos and activities on the rest of this page.

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If you appreciate this content, I hope you will consider becoming a monthly supporter here or making a one-time contribution in any amount here.

Thank you for pitching in if you are able. Your support helps keep Both/And Finance sustainable for the long run.

P.S. I'm not asking that you continue as a paid subscriber forever, but I would really appreciate it if you could contribute during the period that you are using the course. Thanks again!

Viewing Notes - 1) You can turn on closed captions by hovering over the bottom right corner of each video. 2) You can also change the playback speed - I like 1.5X speed or higher, personally. 3) These videos seem to work best in Chrome, on a computer (rather than a phone).

2.0 - Unit 2 Intro Video

2.1 - Looking Ahead

Resources mentioned in the above video:
The Resilient Investor: A Plan for Your Life, Not Just Your Money by Bill, Kramer and Peck

2.2 - Forecasting

Resources mentioned in the above video:
Wealth Supremacy: How the Extractive Economy and the Biased Rules of Capitalism Drive Today's Crises by Marjorie Kelly
Social Security Quick Calculator at ssa.gov

2.2 Optional - 2 Person Financial Fcst Spreadsheet Walkthrough

2.2 Optional - Additional Data Re: Retirement Forecasting

Resources mentioned in the above video:
Additional Data Re: Retirement Forecasting (google doc)

2.3 - Cash Flow Review

2.3 Optional - Cash Flow Review Walkthrough

Resources mentioned in the above video:
Some More Cash Flow and Budgeting Resources (google doc)

2.4 - Reflecting on Enough

Resources mentioned in the above video:
Moneyzen: The Secret to Finding Your "Enough" by Manisha Thakor

Make my day and support this work!

If you appreciate this content, I hope you will consider becoming a monthly supporter here or making a one-time contribution in any amount here.

Thank you for pitching in if you are able. Your support helps keep Both/And Finance sustainable for the long run.

P.S. I'm not asking that you continue as a paid subscriber forever, but I would really appreciate it if you could contribute during the period that you are using the course. Thanks again!

Up Next...

Click here to proceed to Unit 3: Investment Portfolios

Congrats on completing Unit 2!