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.

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.

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