Everything You Need to Know Before Investing
A plain-English starter book that walks you from zero to your first investment: accounts, index funds, risk, taxes and the mistakes to skip.
Coming to Amazon
SpreadsheetThe Investing Starter Tracker
A simple spreadsheet to track your contributions, holdings and progress toward a goal, with the formulas already built in.
Goal, contributions, holdings and progress charts
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4-page PDFThe Stock Analysis Checklist
The questions I ask before I ever buy a stock, boiled down to one printable page: quality, valuation, debt, and what could go wrong.
30 checks, a fill-in worksheet and a number guide
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7-page PDFInvesting Glossary: 100 Terms in Plain English
Every piece of jargon you will run into, from ETF to P/E ratio, explained in a sentence or two with no finance degree required.
100 terms, quick formulas and a starter list
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SpreadsheetThe DCF Valuation Model
Build a discounted cash flow model for any individual stock and estimate its fair value from public data, with bear, base and bull cases.
Bear, base and bull cases with a sensitivity table
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SpreadsheetThe College Student Budget
A simple full-year budget for how college money really works: plan your month, track spending and prepare for semester costs.
Monthly plan, tracker and semester cost planner
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SpreadsheetThe Student Loan Repayment Tracker
Put all your loans in one place, see your debt-free date, compare avalanche and snowball, and track your progress.
Debt-free date, payoff order and progress tracking
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The Debt Payoff and Budget Planner
A planner that lays out your debts, a monthly budget and your debt-free date in one place, so every extra dollar has a job.
Paid download
The Retirement Accounts Playbook
401(k), Roth IRA, traditional IRA and HSA, side by side, with a simple order of operations for where your next dollar should go.
Paid download
Six free resources are available now. The paid ones are still being built. Subscribe to hear first when the paid ones drop.