Money Club Recordings
Here are all the Money Club event recordings (most recent first):
Investing Party - Funds & Taxes (July 2024)
Mini Lesson: We went deep on investing funds - what they are, how to research them and the ones I'm invested in. We also talked about taxes and how we're taxed as investors.
Resource Mentioned:
- MSCI tool for ESG ratings
- Asset allocation calculators
- Vanguard asset allocation calculator
- Roboadvisors (like Wealthfront / Betterment / Ellevest) will recommend asset allocations based on a questionnaire you fill out
- Your brokerage company may have some cool tools too
Nerdy Money Series - Mortgage Comparison (July 2024)
Mini Lesson: At this event I'm going to take you through how I decided between two types of mortgages and I created a template you can use as well.
Resource Mentioned:
Money Club Money Party® (July 2024)
Mini Lesson: Mapping out the projections (or estimates) in your financial plan as well as creating powerful money mantras. It's a goodie!
When you get to the Money Party part, hit pause and take as much time as you need to complete it.
Resource Mentioned:
Money Club Investing Party (June 2024)
Mini Lesson: Everything you need to know about brokerage accounts as well as what money is a fit for investing.
Resource Mentioned:
- ETF vs. Index Fund explainer
retirement calculators I like:
- Nerdwallet
- Vanguard
- Bankrate
Office Hours: Ask Ashley Anything
Here are time stamps for easy reference:
1:00 Debt collection, credit and credit reports. As a follow-up: Even though a new debt collector can create a new entry on your credit report, the original date of delinquency has to remain the same and the 7 year countdown is the SAME as the original debt.
10:30 All things brokerage accounts
18:30 Health Savings Accounts. Here's a list of recs to start research:
22:45 Credit score dipping after paying off debt and closing cards. Background on the dip.
26:00 Prioritizing goals
34:00 Budgeting when moving to a new city. Here's my moving budget.
36:00 Tax implications of moving IRA from current manager.
40:50 Do you always want to invest is debt is under 6%?
45:20 Should I prioritize paying back collections?
49:00 Asking for the right salary to meet long-term goals
57:55 Managing inconsistent income
1:00 Permanent insurance vs. term insurance. Great insurance resource.
Money Club Money Party (June 2024)
Mini lesson: Tracking your spending step-by-step.
When you get to the part where you have your Money Party, hit pause and take as much time as you need to complete it.
Here are the links to the Money Party playlist:
Money Club Sneak Peek Event
Mini lesson: Organizing your accounts + prep for your first Money Party®.
Resources Mentioned:
- Budgeting spreadsheet
- Net worth tracker
- If you like using both you can combine them into one document :)
