Course curriculum

    1. 1. Introduction to FI-Losophy

    2. 2. Overview of Items, Ranges & Basic Settings

    3. 3. Your "Chance of Success"

    4. 4. Inflation, Today's/Tomorrow's Dollars & Growth Override

    5. 5. Adding a Spouse

    6. 6. Income Tax

    7. 7. Pain?

    1. 1. Experience, Environment & Financial Independence

    2. 2. Modeling Recurring Expenses

    3. 3. Modeling Variable Expenses (like the 4% Rule)

    4. 4. Paying Down Debt

    5. 5. Modeling 'Gaps' between Ranges

    6. 6. Expenses that Outpace Inflation

    7. 7. The Default Account

    8. 8. Basic Account Attributes

    9. 9. The Experience of YOUR Environment

    1. 1. Rationalism and FI "Root Truth"

    2. 2. Account Types and Properties

    3. 3. Roth Conversions

    4. 4. Required Minimum Distributions (RMDs)

    5. 5. Account Contributions - Funded and Unfunded

    6. 6. Expenses Sourced Directly from an Account

    7. 7. YOUR FI Root Truth

    1. 1. Now & Zen

    2. 2. Modeling Equity in Your Home or Rental Property

    3. 3. Tax Calculations and Options

    4. 4. Drawdowns - Automatic & Manual

    5. 5. So - Are You Your Bank Account?

    1. 1. Meditating Our Way out of Tedium

    2. 2. Tracking Your Progress

    3. 3. Income and Expense Output Tables

    4. 4. Accounts Output Tables

    5. 5. Drawdown Output Table

    6. 6. Grand Total Output Table

    7. 7. Annual Metrics

    8. 8. Living Meditation

    1. 1. All Models are Wrong

    2. 2. Quick and Basic Analysis

    3. 3. Advanced Analysis and Options

    4. 4. Comparing Scenarios

    5. 5. Auto-Adjust Expenses and Growth Expectations

    6. 6. Are the Models Really Wrong

About this course

  • Free
  • 48 lessons
  • 4 hours of video content