Financial Wellness 101
Compound provides a world-class financial course combined with peer based accountability. Get the strategies, perspective and community you need to gain the freedom you deserve. We will grow together, every step of the way.
Cohort 2: Jan 25th - Mar 3rd, 2022
$895.00
Tues & Thur 4:00pm - 5:30pm PT (7:00pm - 8:30pm ET)
The paradox of Financial Independence. It’s shockingly simple to understand, but frustratingly difficult to put into practice. We developed Compound to empower you with the freedom of choice, relief of stress and pursuit of financial independence.
Active Learning, not Passive Watching: This is not Tik Tok Investing. Rob & Scott host engaging workshops with the class to make for an intimate, fun learning experience.
Learn with a Cohort of Peers: This course is designed to bring together the most interesting people who are eager to achieve financial wellness
Accountability and Feedback: Without them, you won’t reach your potential. This course keeps you honest.
Zoom Recording - Class 1
Happiness Misery Lists Exercise
5 Financial Goals Exercise
Frick & Frack Spreadsheet
Zoom Recording - Class 2
Family Net Worth
Articles on Happiness & Money
Zoom Recording - Class 3
Family Budget
High Yield Savings Account Opening
Zoom Recording - Class 4
Risk Tolerance Questionnaire
Zoom Recording - Class 5
Credit Monitoring Tool
Zoom Recording - Class 6
Build a Portfolio
Investing Articles and Links
Zoom Recording - Class 7
Links on asset allocation & rebalancing
Zoom Recording - Class 8
Links on Market Returns
Zoom Recording - Class 9
Expense Ratio Calculator
Zoom Recording - Class 10
Zoom Recording - Class 11
Zoom Recording - Class 12
Zoom Recording - Class 13
How to evaluate your prior 401(k) options
Zoom Recording - Class 14
Office Hours 1
Office Hours 2
Office Hours 3
Scott Rieckens
Robert Shaye, CFP®