Planned Lessons
Foundational Courses
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About this course
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Worksheets & Resources
Money Hacks
MONEY HACKS 141: 529 Accounts May Be More Flexible Than Most People Think
May 29th, or 529 Day, rolls around every year. And every year, a lot of people ask the same question: should I start one for my child or loved one? The honest answer is that it depends. But for most families with children, grandchildren, or other loved ones they want...
MONEY HACKS 140: This Musician Lost $400,000 in a Crypto Scam
A Grammy-nominated musician recently lost over $400,000 in a cybersecurity scam. G. Love downloaded what he thought was a legitimate app from the App Store after his laptop crashed. The reviews looked good. He entered his credentials, and within moments, his...
MONEY HACKS 139: Financial Literacy Month: Where Should You Start?
April is Financial Literacy Month, and it's a good reminder that financial success doesn't require being an expert. Here's what we see all the time in one-on-one coaching sessions: people know what they should be doing with their money, but they're not doing it. The...
MONEY HACKS 138: March Madness Upsets Are Fun. Market Timing Isn’t
March Madness is here, and with it comes the excitement of watching underdogs make improbable runs and upsets that no one saw coming. It's fun to fill out a bracket, root for a Cinderella story, and watch the chaos unfold. But when it comes to investing, that same...
Money Hacks: Is AI Giving You Bad Financial Advice?
More people than ever before are going to AI tools like ChatGPT, Gemini, and Claude for advice on everything, including financial advice. But is the advice good? Is it in your best interest? Is it sound? The short answer is that it depends. The Accuracy Problem Some...
Why Estate Planning Matters More Than You Think
Estate planning tends to be one of those topics people assume they can deal with “someday.” Maybe when they retire, buy a home, or feel like they’ve reached a certain level of wealth. But the truth is far simpler: this is a basic, foundational piece of your financial...
MONEY HACKS 141: 529 Accounts May Be More Flexible Than Most People Think
May 29th, or 529 Day, rolls around every year. And every year, a lot of people ask the same question: should I start one for my child or loved one? The honest answer is that it depends. But for most families with children, grandchildren, or other loved ones they want...
MONEY HACKS 140: This Musician Lost $400,000 in a Crypto Scam
A Grammy-nominated musician recently lost over $400,000 in a cybersecurity scam. G. Love downloaded what he thought was a legitimate app from the App Store after his laptop crashed. The reviews looked good. He entered his credentials, and within moments, his...
MONEY HACKS 139: Financial Literacy Month: Where Should You Start?
April is Financial Literacy Month, and it's a good reminder that financial success doesn't require being an expert. Here's what we see all the time in one-on-one coaching sessions: people know what they should be doing with their money, but they're not doing it. The...