Part Three: Assets and Net Worth

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Welcome to the Win Make Give “Wealth Series 2.0!” I’m so excited to have you on this journey with me, and I’m confident you’ll change your financial future by week eight. To get the most out of this experience, do these few simple steps:

1.  Listen to Part Three: Go to your favorite listening app, subscribe, and listen to the latest session. You can find us on several channels (see links to the right).

2.  Download and print the workbook: Each lesson has a workbook available to download and complete along with each episode. Look for additional resource links for financial spreadsheets and tools inside every workbook. Download Part Three workbook here.

3.  Join the conversation: Got a question? Want to share an “aha” moment? Need help with an assignment? Comment in the Win Make Give Facebook group. If you do not have access to Facebook and have a concern or question, contact us via email at team@winmakegive.com.

Part Three Overview

In Part Three, we calculate your net worth by adding all of your assets, like savings, stocks, bonds, and real estate, and subtracting your liabilities. With an understanding of where you stand financially, we go through the eight types of assets and how to use them to build wealth and reach your retirement goals.

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