A curated list of my favorite personal finance guides and templates.

Nothing original here, just an attempt to condense way too many hours of scrolling Reddit and Investopedia into a super short, interactive, and actionable checklist.

I hope this is helpful.

-Nic

I talk about money because

college didn’t.

And while there’s certainly no shortage of money advice on the internet, the bigger challenge seems to be organization and taking action.

This “Playbook” is everything I’ve learned condensed into 7 action steps you can do today and free templates you can use going forward.

Checklist:

Budgets 🗒️

Create a money system you’ll actually use.

Maximize 💵

Take full advantage of employer benefits.

Automate ⏳

Invest your first or next $500.

Let’s get started… feel free to skip around if you’d like.

Intro: The Life Equation

1- No more budgets

2- Paycheck Autopilot

3- Cost of Living/Lifestyle

4- Investing Order of Operations

5- Money Tech Stack

6- The Index Card

7- Millionaire Calculator