Streamlined. Engaging. Affordable.

See the Course Overview, What You'll Learn, and an Introduction Video Below:

Course Overview

    1. How You Can Use This Program

      FREE PREVIEW

    2. Intro Part 1: Introducing Curt

      FREE PREVIEW

    3. Intro Part 2: Why Finance for Humans?

      FREE PREVIEW

    4. Intro Part 3: Introducing the Course

      FREE PREVIEW

    5. Free Preview Q/A Section

      FREE PREVIEW

    1. 7 Key Areas of Personal Finance

    2. Fundamentals of Investing

    3. Budgeting that Actually Works

    1. Discretionary Income and Saving Smarter

    2. Step 1 Budget Walkthrough

    1. Emergency Funds, Bank Accounts, and CD's

    2. Insurance

    3. Step 2 Budget Walkthrough

    1. Introduction to Step 3

    2. Employee Benefits

    3. Non-Employee Retirement Accounts

    4. Real Estate

    5. Step 3 Budget Walkthrough

    1. 6 Steps to Create and Maintain a Budget

    2. 529 Plans and ESAs Overview

    3. Top 5 Banks in Fees, Usability, and Customer Service (with Descriptions)

    4. Tax Tips and Tricks

    5. Financial Lessons in the Bible

      FREE PREVIEW

    6. Financial Areas (Pre-Budget Worksheet Aid)

    7. Introduction to Financial Psychology

      FREE PREVIEW

    8. Good, Low Fee, Investment Funds

    9. How to Lower Your Taxes

      FREE PREVIEW

    10. Making Your 401(k)/403(b) Work for You

    11. Roth IRAs in Depth

    12. Roth IRA vs. 401(k)/403(b)/Traditional IRA

    13. Too Much Information

    14. Budget Templates

    15. Want to Do More Research Yourself?
  • $39.95
  • 34 lessons

What You'll Learn:

  • Budgeting

    The literacy program takes you through the things you need to know to take the next steps in your financial life. The 3 different budget templates fit every financial stage and preference, each with its own budget walkthrough!

  • Investing

    Topics We Cover

    The What/How/When/Why of Investing, Investing Markets, Investing Accounts, Investing Styles, Diversification, Stocks, Bonds, ETFs, Mutual Funds, 401k/403b, Roth/Traditional IRAs, HSA/FSAs, Employee Stock Ownership Plans, Non-Employee Retirement Accounts, and *Much* More

  • Tax Awareness

    You'll learn about the tax treatments of different investments and investment accounts, along with rules and regulations around many of the tax-advantaged accounts out there.

  • Real Estate

    Not only will you learn why owning real estate can be such a good financial decision, but you will also learn many of the financial and logistical considerations that *I wish* I had thought of and understood before buying my first property.

  • Financial Decision Making

    From deciding between your 401k and a Roth IRA, between an Education Savings Account or a 529 Plan, or what financial goals to focus on, this program is designed to give you what you need to make the decision yourself.

  • Financial Psychology

    Part of why this took 18 months to create was building financial psychology into the fabric of the course with the help of some mental health professionals. In addition, there is a financial psychology article that will help you figure out how you think about money. Financial literacy shouldn't be a painful process!