Measure Twice Money Video Course - Sale!

I created my own comprehensive financial planning process - including customizable Word/Excel templates and calculators.

And I'm sharing all of it for only $399 ($150 off) through Friday, July 5th.

Here are the summaries you'll learn how to create throughout the 5-hour course:

Balance Sheet: Visualize your net worth (assets - liabilities) and review your assets by tax location (taxable, pre-tax, and tax-free).

Mortgage Flexibility + Debt Repayment: Review your mortgage and other debt to determine your remaining debt repayment period and the opportunity cost of paying it off more aggressively.

Pay Statement + Employee Benefits: Review your recent pay statements to estimate total earnings, deductions, and taxes, and understand your total compensation beyond base salary.

Values-Based Spending: Review your transactions to align your spending with what provides subjective value to you and your family.

Estate Documents: Review your Last Will, Powers of Attorney, Living Will, Trusts, and designated beneficiaries as you summarize them onto one page.

Investment Accounts: View all your accounts in one place to identify opportunities for consolidation and rebalancing, separated by tax location (taxable, pre-tax, and tax-free).

Asset Allocation Examples: Set up your investment allocation for each account type, using a Basic, Detailed, or Tax-Optimized approach. I prefer low-cost index ETFs. This example is not personalized investment advice.

Education Funding: Determine how much you need to save (annually or as a lump sum) to fund education expenses and which account types to consider (taxable brokerage, 529, UTMA).

Life Insurance: Calculate how much term life insurance coverage is appropriate for your unique situation without any conflicts of interest (I don't sell insurance).

Health Insurance: Learn how to review your health insurance options in early retirement (pre-Medicare), including how to shop for plans and estimate your premium tax credit based on household income/size/age/location.

Long-Term Care Funding: Learn about the cost of various long-term care options and create a personalized funding strategy.

Portfolio Savings Needs: Estimate how much you need to save and invest moving forward to retire at any desired age.

Social Security: Review your earnings history and estimate your Social Security retirement benefits, even if you plan to retire early.

Retirement Distribution Order of Operations: Create your retirement spending plan with an intentional, tax-optimized distribution strategy.

If you made it this far and want to gain access to all 38 video lessons and 20+ downloadable planning templates for only $399 this week, please comment "PLAN" here!

And if you are a financial advisor/planner, you can gain access to this video course PLUS 50+ hours of additional educational content and CFP??Standard Pathway experience (50 per month) or CE (30+ available now) by joining Measure Twice Planners for only $649 per year!