Materials

It’s Your Money Workshop Materials


It’s Your Money

 

Click on the desired document to download it


 

Week 1: Money Test & Tax Update

  1. VIDEO Webinar: Money Test and Tax Update
  2. Presentation handout – Income Taxes
  3. Presentation handout – Quiz Questions
  4. ASK FIRST Form – Peter Kote
  5. ASK FIRST Form – Mark Prendergast
  6. ASK FIRST Blank Form
  7. Article: Survey – 80% of older workers financially illiterate
  8. Article: Financial literacy – An epic fail in America

 

Week 2: Annuities & Mutual Funds

  1. VIDEO Webinar: Annuities & Mutual Funds
  2. Presentation handout – Annuities & Mutual Funds
  3. Presentation handout – Quiz Questions & Answers
  4. Article: Even Math Teachers Are at a Loss to Understand Annuities
  5. Article: FINRA Information & Broker – Check 
  6. Article: Giving Is Good For You
  7. Article: License Discussion
  8. Article: Annuity Internet Advertisement 

 

Week 3: Financial Planning I: Goals & Your Assets

  1. VIDEO Webinar: Financial Planning
  2. Presentation handout – Financial Planning I & II
  3. Presentation handout – About Laura Tarbox
  4. Presentation handout – Statement of Financial Position
  5. Presentation handout – William Sherman Winseman Foundation (WSW Foundation) – Information Sheet
  6. ASK FIRST Form – Laura Tarbox
  7. Article: Money myths you should forget you ever heard
  8. Article: Merrill’s army of newbies to resume cold-calling

 

Week 4: Financial Planning II: Investing Your Money

  1. VIDEO Webinar: Financial Planning II
  2. Presentation handout – Financial Planning  I & II
  3. Article: Are You Spending Too Little in Retirement
  4. Article: How Index Funds Won the Battle for Acceptance
  5. Article: This is when to cut off your adult kids financially
  6. Article: Crime sometimes pays

 

Week 5: Medical Care Planning: Caregiver & Insurance

  1. VIDEO Webinar: Medical Care Planning
  2. Presentation handout – Medical Care Planning
  3. Presentation handout – Medical Care Planning – REVISED COPY
  4. Presentation handout – CHOC Children’s Foundation – Information Brochure
  5. Form: Covid -19 Addendum – Advance Health Care Directive
  6. Article: Knowing How Doctors Die Can Change End of Life Discussions
  7. Article: The Differences Between Hospice and Palliative Care
  8. Article: What You Should Know Before You Need a Ventilator

 

Week 6: Equity Investing: A Better Approach

  1. VIDEO Webinar: Equity Investing
  2. Presentation handout: Equity Investing
  3. ASK FIRST Form – John Prichard
  4. ASK FIRST Form – Kurt Beimfohr
  5. Presentation handout – The Blue Bell Foundation For Cats – Estate Planning For Cats – How To Guide
  6. Article: Knightsbridge Wealth Management – Fall Quarterly Market Commentary
  7. Article: Dimensional Fund Advisors ETFs
  8. Article: Market Risk & Time

 

Week 7: Fixed Income Investing: How to Use Bonds

  1. Presentation Handout PDF (coming soon)

 

Week 8: It’s Your Money and Your Mind

  1. Presentation Handout PDF (coming soon)