Money 101


Few individuals, if any, are born with a knack for investing and managing their money responsibly. Biologically, we are hardwired to make decisions quickly – and our decisions are largely influenced by intuition, impulses and emotions.

For that reason, it is important that we educate ourselves to ensure we are making the best decisions for our financial future. For some individuals, it may be best to work with a financial professional such as myself. For others, a do-it-yourself approach may be sufficient.

For the do-it-yourself individual, I offer an educational series that is easy, can be done on your time and very helpful.  The information is categorized based on your stage of financial life: from being new to finance to making big decisions during your retirement. Enjoy!


- JASON

Teens

Teens

Suggested Content:

  • Pay Off College Loans
  • Experience Goal
  • Quiz-What Did it Cost?
  • Pay Off Credit Cards
  • Freedom Money
  • Quiz-What Will it Cost?
  • Quiz-See the Future
  • Emergency Fund
Start Your Learning
Early Career

Early Career

Suggested Content:

  • Pay Off College Loans
  • Experience Goal
  • Pay Off Credit Cards
  • Emergency Fund
  • Freedom Money
  • FastPath To Freedom
Start Your Learning
Mid Career

Mid Career

Suggested Content:

  • Purchase Goal
  • Pay Off Credit Cards
  • Pay Off College Loans
  • Experience Goal
  • Emergency Fund
  • Freedom Money
  • FastPath To Freedom
Start Your Learning
Late Career

Late Career

Suggested Content:

  • Long Term Care
  • Basic Retirement Forecast
  • Experience Goal
  • Health Care
  • Retirement Concerns
  • Long Term Care Analysis
  • Social Security
Start Your Learning