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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.

Support this work and join me for office hours!

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.

If you contribute at the indicated monthly amounts, you will be able to join me at group or one-on-one office hours which can really enhance the value you get from this course. A win-win!

Thank you for pitching in if you are able. Your support will allow me to keep creating free resources while still paying my bills (I hope!).

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

Support this work and join me for office hours!

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.

If you contribute at the indicated monthly amounts, you will be able to join me at group or one-on-one office hours which can really enhance the value you get from this course. A win-win!

Thank you for pitching in if you are able. Your support will allow me to keep creating free resources while still paying my bills (I hope!).

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!