Part Two: A Financial Reality Check

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NOTE FROM BEN KINNEY: Congratulations, you’ve made it to Part Two of the Wealth Series! I hope that you took the time to listen to Part One and complete the workbook, as this sets the stage for a “Financial Reality Check.” In this lesson, you will take a deep dive into your own personal finances. I expect that you will experience multiple emotions, and that is a good thing. It’s so important to know where you’re at before plotting a course to where you want to end up.

Having access to the following documents will help considerably with getting the most out of Part Two:

  • Most recent bank statements
  • Recent credit card statements
  • Mortgage statements
  • Retirement balances
  • Student debt
  • Value of personal belongings/assets, like an art collection, basketball shoes, or jewelry

The goal of this lesson is to create the habit of tracking your net worth on a monthly basis, because we believe the lack of accounting means the lack of accountability. At the end of Part Two, you will have a complete picture of your finances, including your income, expenses, debt, and assets.

Part Two Overview

Learn why and how to track your net worth in order to eventually be in a position where your investments, retirement, and other sources of income completely cover the expenses for your desired lifestyle.

GIVEAWAY QUESTION: In order to increase our net worth, we must ____ less than we  ____ .

(Answer each giveaway question correctly on a form after Part Eight is live in order to be entered to win up to $5,000 for your retirement or investments)

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