Free Tools & Resources

Take the next step on your financial journey with these practical, easy-to-use resources designed to put the book’s lessons into practice.

Downloadable Worksheets & Planners

Monthly Budget Worksheet

A simple, effective worksheet to track your income and expenses, helping you find opportunities to save.

Debt Payoff Calculator

Use this spreadsheet to create a clear plan for paying off debt using the snowball or avalanche method.

Savings Goal Planner

Define your financial goals and create a realistic timeline to achieve them, from a vacation to a down payment.

Downloadable Worksheets & Planners

Webinars & Interviews

Investing Basics for Beginners

Investing Basics for Beginners

Investing Basics for Beginners

Investing Basics for Beginners

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