Courses

7 free courses on retirement planning, tax, investing and immigrant financial life. Each one is a sequence of articles, read in order.

7 coursesNo account neededProgress is saved as you read

Video lessons and exercises are still being built. The reading sequence for every course is complete.

1
Financial Foundations
Know your numbers, build your budget, and start your emergency fund. The three things every financial plan needs before anything else.Covers Budgeting, Emergency Fund, Net Worth.
3 lessons, about 19 minBeginner
2
Investing Fundamentals
Stocks, bonds, ETFs, and asset allocation. Learn how compound interest works, what index funds actually are, and how to build a portfolio that grows over time.Covers Index Funds, Asset Allocation, Compound Interest, ETFs.
6 lessons, about 39 minIntermediate
3
Retirement Planning
401(k), IRA, Roth, Social Security, RMDs, and withdrawal sequencing. Build a retirement plan that actually lasts.Covers 401(k), Roth IRA, Social Security, RMDs.
6 lessons, about 43 minIntermediate
4
Tax Optimization
Capital gains, tax-loss harvesting, Roth conversions, and self-employed deductions. Pay less — legally.Covers Capital Gains, Tax-Loss Harvesting, Self-Employed, Roth Conversion.
4 lessons, about 29 minAdvanced
5
Immigrant & NRI Finance
FBAR, India assets, dual-country retirement, and the full financial journey for H-1B, green card, and NRI situations.Covers FBAR, NRI, H-1B, Cross-Border Finance.
3 lessons, about 25 minAll levels
6
Money Basics for Teens
For high schoolers and anyone brand new to money: open a first account, build a simple budget, see why starting early wins, and learn how credit works before you ever need it.Covers Banking, Budgeting, Credit, Compound Interest.
7 lessons, about 50 minBeginner
7
Starting Work: Your First Job & Paycheck
For college grads and anyone new to the workforce: decode your paycheck and benefits, set up an emergency fund, capture your 401(k) match, and build credit as a young earner.Covers Paycheck & Taxes, Benefits, 401(k) Match, Emergency Fund.
8 lessons, about 59 minBeginner

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