Do You Know Your Net Worth? (And Why It Matters) скачать в хорошем качестве

Do You Know Your Net Worth? (And Why It Matters)

In this episode of The Retirement Nerds, Erik Soderborg and Zacc Call walk you through Zacc’s brand new Net Worth Calculator tool — a simple but powerful way to understand where you stand financially. ** IMPORTANT ** The current file heavily filters data. The Filter function was introduced in Excel for Microsoft 365 and Excel 2021. It is not supported in older versions, such as Excel 2019, 2016, or earlier. If you are working in older versions of Excel, this spreadsheet will not function as shown in the video. DOWNLOAD THE WORKSHEET FOR FREE HERE: https://theretirementnerds.com/networ... OTHER FREE DOWNLOADS: https://theretirementnerds.com/free-d... ZACC'S CHANNEL:    / @zaccmoneyeducation   RELATED VIDEOS:    • Social Security Taxable Income Explained S...      • The 7 Prosperity Projects You Can Do to Fi...      • Which Financial Professional You Are Worki...   In this video we go over: How to calculate your net worth using assets and liabilities Why tracking net worth is critical for financial planning How to use this calculator to monitor progress and spot red flags Real-world examples of how to input your information Tips for improving your net worth over time Whether you're just starting your financial journey or preparing for retirement, this video will give you a clear, data-driven way to measure your financial health. 📌 Download the calculator, follow along, and take control of your money! Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message! [email protected] ============================= ============================= Be Sure to Subscribe to our Channel! ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsle... ============================================================ ⏰ TIME CODES ⏰ 0:00 Intro to the Calculator 2:54 Net Worth Statement 6:00 Saving as PDF 7:30 Step 1: The Setup 14:30 Step 2: Data Entry 31:50 Tony and Pepper Stark Examples 40:55 Step 3: Net Worth Statement Functionality 43:16 Reason #1 to Know Net Worth 45:17 Reason #2 to Know Net Worth 46:29 Reason #3 to Know Net Worth 46:56 Reason #4 to Know Net Worth 47:51 Reason #5 to Know Net Worth 48:35 Step 4: Net Worth Charts 56:58 Where to Get Help ============================= #networth #theretirementnerds #zacccall #retirementnerds #finance Disclosure: This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.