Investing Masterclass

Workbook
 What aspects of your life do you want
to change?

What skill(s) do you need to learn in

order to make this change?

Learn more about our programs + working with Nicole here

Learn more about our programs + working with Nicole here
 Name 5 tangible ways you can learn the
skills you need to change your life:

What is investing?

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Learn more about our programs + working with Nicole here
 Who should be investing + why?

What is the most important factor when it

comes to investing?

Do you believe you need a lot of money

to invest?

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 What's your favorite lesson from the
"regular people" amassing huge amounts
of wealth?

What is more important when it comes to

investing, time or money?

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Learn more about our programs + working with Nicole here
 How much do you need to invest for
retirement?
Annual Salary: $
x 70%

Estimated Annual
$
Spend in Retirement

Estimated annual
$
spend:
x 25

How much you need

invested for $
retirement

Use a compound interest calculator to

figure out how much to save + invest
NOW per month.

*Example linked above

$
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 Name 5 tangible ways you could get
more money to invest
1.

2.

3.

4.

5.
(Not sure where to start? We
teach our students how to save
more without changing their
lifestyle, make more without
working harder and invest
without stress or worry)

Learn more about our programs + working with Nicole here

Learn more about our programs + working with Nicole here
 What are different types of investments?

1. Stocks:

2. Bonds:

3. ETFs & Index Funds:

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Learn more about our programs + working with Nicole here
 Why is it important to pay attention to the
fees on your investments?

Which investments have the highest

fees?

What is the highest cost way to invest?

Why do you still need to know how to

invest even if you have a financial
advisor?

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 What are the two main ways you make
money from your investments?

How many streams of income does the

average millionaire have?

Why is it important to have multiple

streams of income?

Fill in the blank: when in doubt _________

out.

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 Top 5 ways people lose money investing
1.

2.

3.

4.

5.

Why is investing not the solution to your

problems if you don't know how to
manage your money?

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 Should you invest if you have debt?

What are the 10 rules to investing?

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
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 Don't let self sabotage get in the way, you
deserve your dream life.

You've admitted something needs to

change, you're committing to finding out
how to change it, and then you need to
follow through and implement what you've
learned into your life.

What are your next 3 steps after watching

this webinar today?
1.
2.
3.

*Give yourself a timeline for each goal, and

put the goal right into your calendar so you
can stay on track and hold yourself
accountable.

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 What will you decide to do? (circle the
option that will help you get to your goals
and dream life)

1. Continue learning on your own

2. Hire a financial advisor
3. Look for mentorship and a proven
program to help take your next step

What's the average cost of a fee only

Financial Advisor?

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A program or mentorship will allow you to:

❤️Learn the exact steps you need to take for your

personal situation

❤️Get the right strategy set up so you can make

money while you sleep

❤️Get personalized feedback and support

throughout your journey from someone who's
been there and cares about your success

❤️Save money on fees you would have paid to a

financial advisor, or save you from taking bad
advice that could cost you tens of thousands
(similar to the stories we shared today)

In all cases you pay: either with your time, by trial

and erroring with your money, or with your money
today.

If building wealth takes time, it's important we get

it right now, because we can't get that time back.
Learn more about our programs + working with Nicole here
 EXERCISE
1. How many years have you been
feeling stuck?

2. How much do you

make per year?
x $

The amount of
money that has come
into your life.

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 WHAT IS AN INVESTMENT?
An investment is giving money
today with the hopes of gaining
more back in the future.

OUR STUDENTS LEARN THE STRATEGIES TO SAVING + INVESTING

TENS TO HUNDREDS OF THOUSANDS OF DOLLARS
The Makin Money Moves Method
3 month coaching program with a 7 figure mentor to help you
win with money and build a fat bank account that never stops
growing
 WHY NOT YOU?

Learn more about our programs + working with Nicole here

 THANK YOU FOR JOINING US

Tag us on IG with your wins,

@nobudgetbabe

Can't wait to see you building that

fat bank account (and your dream
life)

You deserve it.

Learn more about our programs + working with Nicole here