A COMMUNITY FOR FI + INVESTING
The place for financial independence
You're invited to join The FI Edition, the next step after getting to a good place with your budget and having a good budgeting system. This is the place where we discuss the basics of investing, taxes, financial independence to think about money in a totally different way.
I want in!Financial independence is the coolest financial goal!
This is the GOAL. My life changed when I discovered financial independence in November 2013 and quickly became obsessed with learning all the facets of tax, investing, strategies to withdraw money, and basically....how to game the traditional system that says you gotta work til your age 65. Knowing that we were stressed and not fulfilled by corporate jobs, pursuing FI became our top financial goal. In this program, we talk investing + strategy so you know exactly what levers to pull to pursue your own financial independence journey.
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Details to Know:
This community - The FI Edition - will focus on different topics across 5 workshops geared to improve your confidence in financial independence and investing.
Topics discussed include understanding basics like:
- "the market" - riding the highs and lows
- diversification
- getting comfortable with your FI number + how to get there
- know your best accounts for FI
- the 4% rule for FI + how to pull out your money in FI
- Tax strategy + how to think about taxes for FI
- Cost basis, dividends, compounding
- 5-year Roth IRA ladders
The goal is to put you in control of your finances, think strategically about taxes, put more money away for investing, and let compounding work for you....all in an easy, approachable style with a group of like-minded women.
Disclaimer: Read the official terms and disclaimer linked below, but remember, Green Bites Project® is not a CPA nor a financial advisor. I do not sell nor offer investments nor investment guidance. A lot of what we'll be talking about is stuff learned in graduate business school and this is meant to be informative. Always consult a professional for your situation.
Our Style: Each key topic contains replays of previously recorded content, as well as an easy, quick homework to implement.
You will also be invited to a live quarterly session where we have special guests or talk about new topics.
Cost: Access the previous content plus ongoing free bonus workshops for $297 one-time fee. GFW members receive a $100 discount and pay $197. Payment plan available.
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Here's what you are gonna learn inside The FI Edition:
TOPIC 1
Market Basics 101
- Investing mindset
- What is investing?
- The importance of risk
- What is compounding?
- Investing basics to get you started
- Plus...applied homework to help you implement what you learned
Bottom line: You will have a better understanding of the different markets, how stocks are evaluated by analysts, and be able to better evaluate stocks
TOPIC 2
Funds and Benchmarks
- How to evaluate funds to determine if good fit for your goals
- Understand fees on funds to save you money ASAP
- Growth vs value funds...how to tell them apart?
- How to use benchmarks to
- Difference between actively and passively managed funds
- Plus...applied homework to help you implement what you learned
Bottom line: There are so many funds out there....how do you know what's a good fit for you? That's what this lesson will help you understand and how to evaluate for yourself
TOPIC 3
Starting Your FI Journey
- Knowing common types of accounts in your FI journey
- Estimating your marginal tax rate and why it matters for FI
- Why account placement matters (start now to save tax money later!)
- Constructing your own 5-year Roth IRA pipeline
- Plus...applied homework to help you implement what you learned
Bottom line: You will have the knowledge to begin to build your starting point for your financial journey, including common accounts and considerations for taxes
TOPIC 4
Tax Strategy!
- Q&A with CPA Bree Beers on funds, contributions, etc....this group asked Bree the tough questions and you are gonna love the energy that she brings to taxes to help you understand them
- What to be thinking about with taxes on your financial independence journey
- Points to know on form 1040 with your FI Journey
Bottom line: You're gonna love the Q&A session with Bree. Here's what the FI Edition member said about Bree: "...absolutely loved having Bree join us last night! She is MOST definitely not your stereotypical CPA! Her energy and knowledge are truly amazing."
TOPIC 5
Mapping Your FI Journey
- Your savings rate and how it impacts your ability to FASTER
- Break down of the future value equations that helped us hit FI in our 30s
- Step-by-step how to construct the future value equations that puts you in control of planning out your FI journey
- Done-for-you spreadsheets
- Plus...applied homework to help you implement what you learned
Bottom line: All of the work we've done in FI Edition leads up to this..I want you to feel in control of creating your FI journey and knowing what levers to push in order to hit milestones of your FI journey sooner
