Part Nine: Financial Instruments
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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 simple steps:
1. Listen to Part Nine: 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 Nine 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.
4. $10,000 cash giveaway: Interested in our grand prize? To enter to win, you must be registered for the “Wealth Series 2.0.” Sign up here for free. Pay special attention to the one highlighted question we ask in each workbook. (Don’t worry, we’ve made that question pretty obvious.)
5. Did you miss a lesson? Get caught up at:
Wealth Series Part One
Wealth Series Part Two
Wealth Series Part Three
Wealth Series Part Four
Wealth Series Part Five
Wealth Series Part Six
Wealth Series Part Seven
Wealth Series Part Eight
Part Nine Overview
In Part Nine, we discuss the most common financial instruments and their benefits, providing you with an understanding of how stocks, bonds, 401(k), IRAs, and 529 plans may work with your personal wealth plan.
What’s the giveaway question of the week? Download the workbook to find out!(Write down your answer to each Giveaway Question in a safe place, as you’ll be asked to provide them all at the end of the series for your chance to win $10,000.)