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How to Plan Your Financial Future

with Erin Lowry/Broke Millennial

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Class duration: 3h 0m

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About The Class

Take Steps to Prepare for Retirement—No Matter Your Age or Financial Status

According to the experts, millennials won’t be able to retire until they’re about 75 years old, and that’s if they’re lucky! And some data shows that three-quarters of Americans are not ready for retirement at all. No question about it, people of all ages and backgrounds are woefully unprepared for their golden years.

Most of us are too busy worrying about our current debts and daily costs of living to even think about retirement. But Erin Lowry shows you that putting just a small amount aside each month as early as possible will yield great results. She’ll give you solid advice about how to avoid excessive fees, costly financial instruments, and shady financial advisors.

Erin will also address how to talk about money with the important people in your life, especially those with whom you’ll be sharing your finances. It’s the best way to determine your financial compatibility and help you achieve your financial dreams.

In this class, you’ll learn how to:

  • Make compound interest work for you so you can retire at a reasonable age.
  • Find the right retirement account for your specific needs.
  • Figure out your level of risk tolerance and time horizon.
  • Choose an honest, helpful financial planner or advisor to help you reach your goals.
  • Navigate awkward conversations about money and feel less vulnerable.
  • Decide if you want to work as a team to achieve your financial goals.
  • Identify red flags about people’s financial habits and lives.


Lesson Plan

  1. 01

    Class Introduction

    04:04
  2. 02

    The Getting Financially Naked Playbook

    15:22
  3. 03

    Financial Red Flags

    04:37
  4. 04

    When and Where to Turn for Help

    09:15
  5. 05

    Talking Money with Your Friends

    07:43
  6. 06

    Stand Up for Your Financial Self

    06:17
  7. 07

    Picking Financial Products and a Planner

    07:29
  8. 08

    Ditching Bank Fees

    07:42
  9. 09

    What You Should Expect from Your Bank Accounts

    07:29
  10. 10

    Everything You Need to Know About Credit Cards

    22:39
  11. 11

    Am I Ready to Hire a Financial Planner?

    18:54
  12. 12

    Planning for Retirement

    18:36
  13. 13

    Retirement Accounts

    12:39
  14. 14

    Basic Investing Concepts

    12:00
  15. 15

    Self Employed Retirement Planning

    06:33
  16. 16

    Setting Up Your Retirement Account

    05:57
  17. 17

    What Happens to 401(K) When You Leave Your Job

    06:28
  18. 18

    Motivating Yourself to Save

    06:19

Meet Your Expert

Erin Lowry/Broke Millennial

Erin Lowry is the author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together and Broke Millennial Takes On Investing: A Beginner’s Guide to Leveling-Up Your Money.

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Bonus Material

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  • pdf Planning Checklist

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