No One Taught Me This: Managing Money for Young Professionals
Jeff Merrell
Wise Money Mentor
Learn everything your parents wish they knew 20+ years ago
Let's face it: society does a pretty terrible job at helping young people learn how to manage money. And then, suddenly, you start your career and you're somehow expected to just know this stuff. You live your life, go to work each day, and it just seems like everyone else around you already gets it, and you're the dumb one.
First of all, that's not true. Very few people truly know what they're doing with money.
Secondly, you're not the dumb one. The fact that you're even considering a course like this shows you're different, you want to do this the right way, and you see value in learning the things you need to be successful.
The goal of this course is not to teach you everything about personal finance. Instead, the goal is to teach you the 20% of things you need to know to be 80%+ confident in every financial decision you make, whether it be around budgeting, investing, taxes, choosing insurance, or more.
If you want to fast track your way to building lasting wealth, learn the things your parents wish they would have learned 20+ years ago, and confidently make financial decisions that your peers will envy 5-10 years from now, this course is for you.
What you’ll learn
You've entered your #adulting era, started your career, but you don't really understand how to spend + build wealth? This course is for you!
Codified short-, medium-, and long-term goals and priorities
Clear picture of monthly and non-monthly expenses
Tailored operating system to guide day-to-day spending, confidently
Definitive target for how much you need to save to build the life you want today *and* tomorrow, and what it takes to get there
Clear understanding of 401k vs. IRA, Roth vs. Traditional, stocks vs. index funds, and how / when to use all of them to your advantage
Knowledge of how and when to work with a financial advisor
Comprehension of what your pay statement (paycheck) is actually telling you and why it matters
Clarity around how taxes work (e.g., tax brackets, tax withholdings, tax liability)
Calculation of your effective and marginal tax rates, and knowledge of how to use them to your advantage
Understanding different types of insurance and how to think about them (e.g., health, auto, life)
Confidence when reviewing, analyzing, and selecting benefits during open enrollment
Clear plan to choose insurance plans that are tailored to your specific needs
Clarity and confidence in knowing what to spend on, what to save for, and how to balance tradeoffs along the way
Investment strategy that maximizes the value of time and compounded growth with a clear path to financial independence
Peace of mind that you know what you're doing and why you're doing it
Learn directly from Jeff
Jeff Merrell
Personal Finance Coach at Wise Money Mentor
Who this course is for
Young professionals in the first ~5 years of their careers...
...Who want to make sure they're doing money "right" from day one...
...And are willing to invest in themselves now to confidently chart a path to a wealthy future
Prerequisites
You've started your career
You've landed your full-time offer or you're in the first few years of working, and you want to make the most of the income you receive
You *want* to be here
This isn't a college course, nor a HR-mandated training; you should only enroll if you truly want to become better at managing money
You're ready to roll up your sleeves
Achieving the course outcomes (above) will take work; it's on you to do it, but if you do, you'll feel better about money than ever before
What's included
Live sessions
Learn directly from Jeff Merrell in a real-time, interactive format.
No stupid questions
Ask everything you want to ask without risk of feeling dumb or judged; Jeff is very empathetic and ensures everyone in the course is as well
Supportive community of peers
As soon as everyone is willing to own up to what they don't know, we all realize that we're in this together and can help each other make real, lasting progress
Certificate of completion
Just a little badge of honor that tells the world, "Unlike you, I *actually* know what I'm doing with money"
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
Week 1
Feb
4
LIVE: Week 1, Session 1: Course Preview + Goal Setting
Homework: Set draft goals and priorities across different time horizons
Homework: Gather key documents that will be used throughout the course
Feb
6
LIVE: Week 1, Session 2: Spending + Saving
Homework: Calculate the "cost to be me"
Homework: Map out goals across time horizons
Schedule
Live sessions
1 hr / week
Wed, Feb 4
12:30 AM—1:30 AM (UTC)
Fri, Feb 6
12:30 AM—1:30 AM (UTC)
Wed, Feb 11
12:30 AM—1:30 AM (UTC)
Projects
1-2 hrs / week
Async content
1 hr / week
Testimonials
- I feel very vulnerable when discussing money, so it was important to find a coach who is not only knowledgeable, but who made me feel comfortable. Jeff takes you from feeling shame or fear about finances to being excited and empowered with money. He's very passionate about what he's teaching; not only is he knowledgeable, but he's excited about it.
Camilla
Texas - This course did a phenomenal job of explaining the relevant and fundamental aspects of things such as Roth vs. traditional, the differences between healthcare plans, and the importance of saving early / easy ways to do this.
Anonymous
Washington, DC - Jeff was a great teacher. He made everything clear, logical, and was very charismatic. I definitely learned more about personal financial planning than I have in any other context.
Anonymous
Maryland - Before, I always had anxiety when it came to my finances and money. Now, my anxiety has definitely gone down way more; I have a plan and I’m working that plan. Jeff didn't make me feel bad about my spending, but he did help me focus on my priorities. My relationship with money took a complete 360; it really helped bring clarity to my finances.
Solomon
Illinois - I went into it knowing that I wanted help with budgeting and financial goal setting, but I came away with so much more. The confidence that I got from learning those things, but also finding my voice, if you will, finding a way to navigate a financial landscape that ties it together with the goals and dreams that I have, was really tremendous.
Valerie
Utah - The material was thorough and nicely explained complex topics such as 401(k)s and taxes. Jeff made the material fun and easy to understand.
Anonymous
Virginia
Client Testimonials | Wise Money Mentor
Frequently asked questions
$500
USD