Ankur Nagpal

Get Set for 2025 - Your End of Year Tax Saving Checklist

Founder of Carry, previously founded Teachable

A list of seven time-sensitive strategies that everyone should look into before the end of the year to save money

7 strategies to save money on 2024 taxes

Learn about the most powerful retirement account in America and how it can save you tens of thousands in taxes

The $69K tax deduction for anyone self-employed

Not all investments are taxed the same, and careful end of year planning can result in no capital gains taxes at all!

Being smart about investments to bring down your taxes

We'll send everyone who registers a free copy of the downloadable version of the End of Year Tax Saving Checklist!

Get free access to the downloadable tax saving checklist!

I get it. You're a talented creative professional. You've designed amazing products, crafted beautiful user experiences, and maybe even shipped a few apps to the App Store.&nbsp;But the leap to freelancing? That feels like a whole different ball of wax. Perhaps you've tried to figure it out on your own. Late nights spent scouring blogs, devouring books, and binge-watching YouTube videos. You've taken guesses on different pricing structures and paid for way too many project management tools. Yet still, things aren’t quite clicking into place. The advice is often conflicting and either too generic or so niche that it doesn't meet you where you're at.&nbsp; That’s because freelancing isn't one-size-fits-all. You need education, adaptable frameworks, and support to learn how to make freelancing work for YOU. In 2016 I quit my corporate job as a product design director and left behind what wasn’t working for me, and I’ve been creating a new way of working, for myself, ever since. And you can too. The top 3 things freelancers worry about most involve:(1) finding work to make money(2) keeping organized with operations, and(3) setting boundaries and attaining balance You no longer have to worry whether you're doing it right. After our time together, you'll not only have foundational systems to help you run your business but you will be inspired to redesign your work life by: ✦ Creating a flexible schedule that works for you ✦ Building a sustainable income on your own terms ✦ Choosing projects that ignite your passion ✦ Making a real impact with your work ✦ Going from in-house employee to successful freelancer – even if you're afraid of giving up that steady paycheck ✦ Finding fulfillment in being a business owner

Does the thought of freelancing both excite and terrify you?

<ul><li>Define your values, why freelance?</li><li>Identify your unique service offering to better connect to the right clients</li><li>Setting expectations on expected challenges of freelance and what to watch out for</li></ul>

Doing work differently

<ul><li>Get checklists on how to setup your business with necessary registration, insurance, and taxes</li><li>Differentiate between pricing models</li><li>Calculate your rate structures by outlining your ideal income and budget</li></ul>

Making it too legit to quit

<ul><li>Discover practices and recommended tools for running an organized business</li><li>Construct the client experience through all touchpoints: biz dev, to proposals, to onboarding, to handoff, to invoicing</li><li>Practice role play with a biz dev call!</li></ul>

Designing the client experience

<ul><li>Tip to manage your workload and burnout</li><li>Build practices for sustainability</li><li>Design your time and day to day practices through personal rituals</li></ul>

Prototyping balance and boundaries

Course syllabus

Recorded lessons of lecture and demo walkthroughs that you can watch on your own time and return to at any point in the journey of launching or running your business.

Exclusive video content

Specific course assignments will help you get hands on with building your business and your operating procedures. You'll be able to leverage coaching and peer feedback from the cohort community to help you progress.

Weekly projects

Our live time together is spent on live review, interactive workshopping, and group critiques.<ul><li>Workshop 1: Weds 10/25</li><li>Workshop 2: Weds 11/1</li><li>Workshop 3: Weds 11/8</li></ul>

Live workshopping

Take a break in your day and join me in my afternoon office hours for small group coaching and additional guidance on your projects.

Additional "Tea Time" office hours

Course schedule

Aspiring freelancers who want the confidence to quit their 9-to-5 (or 9-to-9!) job even if they don’t have a solid game plan (yet)

Active solopreneurs struggling with inefficient systems and overwhelm who want to design more intentional processes that lead to growth

Design/Tech industry creatives who worry about finding consistent, high-quality clients and want to become magnets for dream projects

Creative business owners who are ready to attract better clients, and achieve the harmony in their work AND life they’ve been looking for

This course is designed for

In Designing Your Freelance Business you'll...

<ul><li>Define your core values to help guide your future business decisions</li><li>Identify your unique service offerings that set you apart in the market</li><li>Establish concrete fit-for-you financial goals that motivate and guide you</li><li>Master the art of pricing your services for profitability</li></ul>

Transform your mindset from employee to entrepreneur

<ul><li>Establish daily practices and SOPs so you can spend more time on what matters&nbsp;</li><li>Create a calendar and task planning system best for your brain</li><li>Design personal rituals that fuel your creativity and well-being</li><li>Maintain healthy boundaries to manage stress and prevent burnout</li></ul>

Design a sustainable freelance lifestyle that prevents burnout

<ul><li>Develop a strategy for finding and landing clients</li><li>Craft compelling proposals that close deals</li><li>Get templates for running a project from start to finish with the support of tools like Notion</li><li>Design seamless and thoughtful client onboarding and handoff experiences</li></ul>

Create systems that attract and retain dream clients

Learn how to start and sustain a successful and fulfilling freelance practice.

Cohort 7

Sarah Jutras

Solopreneur and design director

Cohort 6

Cohort 8

Did you know that 4 out of every 5 employees worldwide are either not engaged or are actively disengaged at work? This startling statistic comes from the 2024 Gallup Employee Engagement Survey, despite companies ramping up efforts to improve engagement. Why? Because people like you want more than a paycheck. You want purpose, meaning, and recognition for what makes you unique. Most importantly, you crave personal growth—because growth fuels fulfillment. Here’s the challenge:- Your organization may not prioritize your growth- Your goals might extend far beyond your current role- Your manager might lack the tools to coach you effectively- Your job is just one part of your life; there are many other important parts Yet, without a clear path to grow, you feel stuck. This means:- Your growth is limited- Your true potential is untapped- You quietly build regret over time- You neglect important parts of your life But here’s the good news: You don’t have to rely on your organization for growth. You can take control—just as I did as a software engineer in my twenties. Since 2008, I’ve helped over 600 professionals like you achieve their goals at Meta, Oracle, Google, Amazon, Salesforce, NVIDIA, and more. Using a proven framework, I can help you define your aspirations, overcome obstacles, and achieve your career and life goals. Whether you want to advance in your career, improve relationships, or accomplish a lifelong dream, this course will give you the mindset and tools to take control of your future. Join me on this 7-week journey and discover how setting goals can unlock a life full of purpose, success, and happiness. Start today. Your best self is waiting! COURSE CONTENT:• How to identify meaningful goals• How to increase your odds with accountability• How to smartly define milestones• How to craft masterpiece days with intention and attention• How to bounce back after setbacks• How to quit strategically• How to enjoy the journey THE COURSE ALSO INCLUDES:• Review and self-reflection• Real-life examples• Hands-on exercises to identify and plan your goals• Frameworks to help you execute your plan• Plus: Homework to put concepts into practice (optional)• All 7 Zoom workshops are live, taught by Pramoda All the sessions will be recorded so you can refer back to the material. WHO WILL BENEFIT MOST FROM THIS COURSE:• You are ambitious, and you want to sharpen your ability to achieve your goals• You are accountable and willing to share and learn from your peers• You are self-aware, open-minded, and intellectually honest WHO THIS IS NOT FOR:• This is not for you if you are looking for 1:1 coaching, but I will do plenty of Q&amp;A and ask for volunteers to submit your situations/examples to discuss as a group• This is not for you if you believe there is nothing more you can learn about achieving your goals• This is not for you if you want a quick fix or shortcuts for your goals This is a 7-week incremental course designed for an immersive experience.&nbsp; You will develop new habits and approaches to achieving your goals.&nbsp; In these seven weeks, I aim to improve your competence and confidence and make you a fully independent goal achiever.

Goals shift "You" from FOMO(Fear Of Missing Out) to JOMO(Joy Of Missing Out).

 

Provide a brief description for each module as a way to sell the value of what students will be learning throughout the course.

First Module

Second Module

Third Module

Saturday live sessions

You are looking for growth and expansion in your life and career.

You are keen to achieve meaning and happiness through personal and professional goals.

You want to shift from “Fear of missing out” to “Joy of missing out.”

This course is for you if:

What you’ll get out of this course

so you can easily accomplish your personal and professional goals, which means you can be more fulfilled.

Learn a practical and repeatable framework for goal achievement 

so you gain crystal-clear clarity on your goals, which means you can stop comparing yourself to others.

Identify your short-term(1-year) and long-term(3-5 years) goals 

so you can achieve micro goals with less effort and more enjoyment, which means your journey can be smooth and enjoyable instead of painful.

Master the art of defining milestones and minifying them

so you can achieve more with less effort which means you no longer have to rely on sheer willpower.

Create a personal plan and daily habits to unleash the best version of “You”
 

so you no longer feel like a lone warrior, which means you have a supportive community to rely on for assistance and encouragement.

Collaborate with other growth-oriented people who can hold you accountable
 

Engineer Your Life and Career to Achieve More Without Stress While Enjoying a Positively Unfair Advantage Through Goal-Setting!

 
 

Pramoda Vyasarao

Author and Leadership coach

Cohort 1

Cohort 2

Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort. This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on autopilot, build wealth systematically, and have the information you need to make decisions and plans with confidence. At the end of this course you will have the information you need to solve your financial issues, build wealth faster, and live the life you have been working so hard to have. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Manage your finances and make decisions and plans with confidence

Saturday


Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.

Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.

Who benefits most from this course?


What you’ll learn in this course

<ul><li>Personal debt is greater than ever and increasing at an alarming rate</li><li>Making ends meet is getting harder each month</li><li>Financial stability seems impossible</li><li>The life we want to live feels unattainable</li></ul> Why is this happening and how do you protect yourself and your household?

Why most people are struggling with their finances


<ul><li>Apps</li><li>Financial literacy programs</li><li>Financial planners</li></ul> With all of these resources, why can't we get our financial house in order?

The 3 options available to help you manage your finances and why they aren't working


<ul><li>Where your money comes from throughout your life</li><li>Where it's all going</li><li>How to control it</li><li>How to make financial decisions and plans with confidence</li></ul>

The 4 things you must know to live your financial life with confidence


<ul><li>Knowledge</li><li>Insight</li><li>Control</li><li>Plan</li><li>Accumulate</li><li>Deploy</li><li>Distribute</li></ul> Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.

The 7 stages of your financial life


Wealth = choices. Simple as that. The more financial wealth, the more choices you have. Learn which financial profile gives you the most choices.

The 3 financial profiles 


<ul><li>Income</li><li>Bills</li><li>Spending</li><li>Funds</li><li>Investment Contributions</li></ul> Understanding these elements and how they work together is critical to having the information you need to build the life you want.

The 5 elements of cashflow


<ul><li>How money enters and exits your life</li><li>How to use an account structure to put your money on autopilot and build wealth systematically.</li></ul>

Cashflow Logistics


<ul><li>How using proper financial management may help you build wealth 24% faster.</li><li>How to live your life at a 30%-70% discount with one simple decision.</li><li>Take chances, or assure your wealth when you are young? Debunking conventional thought.</li><li>It's just a $100 monthly payment, or is it?</li></ul>

Bonus Learning - Real Life, Real Numbers, Real Math

Practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence.


Nader Yassa

CEO of Lifestyle Plan

January 4

January 25

The first course I teach, Complete Financial Wellness, is a prerequisite to this masterclass. This masterclass is a 3-part live interactive online course that will provide you with greater knowledge and deeper insight into what you learned in the initial course. In this course we focus heavily on execution as I provide additional technical details as you: 1. Build your comprehensive cashflow plan. 2. Establish your account structure. 3. Implement a cashflow logistics process to effortlessly manage how money enters and exits your life. This course is limited to 10 participants per cohort to allow ample time for questions and answers. The three parts of the course are: The 7 Stages of Your Personal Finance Journey&nbsp;- Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve.&nbsp; The 5 Elements of Cashflow&nbsp;- How money enters and exits your life, and what living within your means...really means.&nbsp;The 3 Accounts You Need to Put Your Money on Autopilot - How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Putting what you learned into practice.

If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students

Saturday

Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

This course is for students who have attended the first Complete Financial Wellness course. The first course and this masterclass benefit:


What you’ll learn in this course


How making daily financial decisions and planning for your future work together and why both tactics and strategy are paramount to designing your financial life and realizing your financial goals and objectives.

Tactics and Strategy

A clear roadmap of your personal finance journey and the critical components of each. Knowledge - Insight - Control - Plan - Accumulate - Deploy - Distribute

The 7 stages of your finance journey


How money enters and exits your life. IncomeBillsSpendingFundsInvestment Contributions

How to establish an account structure to put your money on autopilot and build wealth systematically.

Establishing your account structure

How to implement an automated cashflow logistics plan so you can manage your money with very little effort.

Cashflow Logistics

<ul><li>Stock Market vs Real Estate.</li><li>Leverage into net worth, liquidate into cashflow, but only if necessary.</li><li>How to create non-taxable cashflow by managing a depreciable base.</li></ul>

Bonus Learning - The Math

Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.

Lightning Lessons

Get Set for 2025 - Your End of Year Tax Saving Checklist