LEARNING PATH · INTERMEDIATE · ~4H
Life Milestones
Money playbooks for the moves that matter.
FOR
Anyone facing a job change, home purchase, or year-end decisions.
YOU'LL FINISH WITH
A reusable checklist for the four highest-leverage money events.
Career change, first home, year-end review, tax deadlines — the moments where one decision changes your finances for years. This path gives you a checklist for each.
The path
- 1
Switching Jobs Checklist
Why: Don't leave benefits, 401(k) matches, or equity on the table.
12 min · Beginner
Read step 1 - 2
Buying Your First Home
Why: Run the real numbers before any agent tells you what you can afford.
35 min · Intermediate
Read step 2 - 3
Year-End Money Review
Why: An hour in December that's worth a raise in January.
18 min · Intermediate
Read step 3 - 4
Tax Moves to Make Before December 31
Why: Last-call moves that compound in next year's refund.
6 min · Beginner
Read step 4