Lessons
Class Introduction
04:04 2The Getting Financially Naked Playbook
15:22 3Financial Red Flags
04:37 4When and Where to Turn for Help
09:15 5Talking Money with Your Friends
07:43 6Stand Up for Your Financial Self
06:17 7Picking Financial Products and a Planner
07:29 8Ditching Bank Fees
07:42What You Should Expect from Your Bank Accounts
07:29 10Everything You Need to Know About Credit Cards
22:39 11Am I Ready to Hire a Financial Planner?
18:54 12Planning for Retirement
18:36 13Retirement Accounts
12:39 14Basic Investing Concepts
12:00 15Self Employed Retirement Planning
06:33 16Setting Up Your Retirement Account
05:57 17What Happens to 401(K) When You Leave Your Job
06:28 18Motivating Yourself to Save
06:19Lesson Info
Class Introduction
I am very excited about this segment, especially to kick it off with the fun conversation, of How to Talk About Money With Your Loved Ones. And what I'm going to mean by that is first we're going to talk about why you need to get financially naked. I know that sounds a bit of a scary concept at first, but it is this idea of talking about money with your romantic partner, when you need to do it, and more importantly, how. Because I am going to give you the full Getting Financially Naked Playbook, exactly how this is gonna work out, scripts that you can use in the conversation, and of course, again why, why it's so important for us to talk through it. Then also identifying financial red flags in your relationship. When is this something you need to be paying attention to, when could it be actually an indicator of a deeper issue in the relationship and your future compatibility together. And when and where to turn to for help. If you've had these conversations and it's just not leading an...
ywhere, and you guys just cannot get it together to talk about money, who can you turn to, and how do you pick those people. Then we're also gonna talk about the fun thing of discussing money with your friends, especially those moments in our lives where someone puts down a card and says let's just all split this dinner bill evenly, and you know that you definitely cannot afford to do that. How do you advocate for yourself? And what are tactful ways for you to always be standing up for yourself without maybe seeming either greedy, or maybe you feel like it's kind of rude and inappropriate, and you just don't wanna be judged by other people. We're gonna talk about tactful ways to do that at the end here today of this segment. But first, kicking it off with what does it mean to get financially naked? And I'm actually gonna get a little bit personal in this section and talk to you a little bit about my own experience getting financially naked. And for me, it all started when I was debt free. This photo was taken, ooh about eight years ago, and I was graduating college. And I was dating this man whom I will refer to as Peach. And I graduated college debt free because I actually made my college decision based on where I got the largest academic scholarship, and that could therefore come out debt free. I mentioned earlier in this entire bootcamp that I knew I wanted to move to New York City when I graduated, so that was a way that I thought I could make it possible. The thing is, that guy right there wasn't debt free. And eight years later, things got pretty serious. We ended up getting married. And I knew that he had student loan debt, but it was a conversation that we had to have time and time again and kind of come back to this idea of how do we get financially naked, how do we decide to tackle this situation? So as I give you this Playbook that we're gonna go through today, I'm gonna actually share a lot of real life experiences from my own situation. I'd also love to hear anyone else's stories, if anyone wants to share, and kind of chime in, with also their recommendations, what worked for them, language that they used. So be thinking about that as we go through this process. If you have some great tips in addition to what I'm laying out in the Playbook, I would certainly be open to hearing it, would love to have you share. So first let's talk about why you even need to get financially naked in the first place. Is this really all that important? Well one, it determines your financial compatibility. It has been researched that money is often a really strained cause in a relationship, and is often an underlying reason for people to get divorced, or break up. So yes, it is very important for you to be talking about this early on in order to determine if you are financially compatible with each other. Because it is a huge stressor in a relationship. And how somebody deals with money and talks about money, could be a potential red flag for you. Now I'm not talking about debt specifically, I will keep getting into that idea, but there could be worrisome behaviors, and even veering more towards financial abuse or financial infidelity, which we'll talk about later today. Like I said, debt doesn't need to be a deal breaker. It wasn't for me, my husband has student loan debt. But how people handle their debt and deal with their money, that's really the indicator that I want you to take away when you're talking about getting financially naked.
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Ratings and Reviews
Chris Sundell
Amazing course!! Great instructor! Everything that's essential is covered. This has been the kick starter to my new year. Thank you!
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