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<p>Acknowledgments xi</p> <p>About the Author xiii</p> <p>Introduction xv</p> <p><b>Part I: Track Your Money 1</b></p> <p><b>Chapter 1: Who I Am: My Journey 3</b></p> <p><b>Chapter 2: The First Step 15</b></p> <p>Lesson 1: The Psychology of Money 15</p> <p>Lesson 2: Looking into the Mirror 20</p> <p>Lesson 3: Changing Your Habits 23</p> <p>Lesson 4: Building a Support Team 28</p> <p>Lesson 5: Staying the Course 31</p> <p><b>Chapter 3: Evaluate Your Financial Situation: Getting Organized Through the Balance Sheet 37</b></p> <p>Lesson 1: Know Your Starting Point 38</p> <p>Lesson 2: Evaluate Your Debt and Focus on Your Goals 39</p> <p>Lesson 3: The Breakdown of the Balance Sheet in Steps 41</p> <p>Lesson 4: Understanding Your Net Worth 45</p> <p><b>Chapter 4: Craft a Plan: Create Your Budget 49</b></p> <p>Lesson 1: The Importance of Crafting Your Plan 49</p> <p>Lesson 2: Organizational Tips for Tracking Your Money 56</p> <p><b>Chapter 5: Getting out of Debt: The Triumph Before the Real Storm 61</b></p> <p>Lesson 1: Say No to Spending 61</p> <p>Lesson 2: Amortization Schedules for Debt Payoff Success 62</p> <p>Lesson 3: Stay on Track 66</p> <p><b>Part II: Grow Your Money 69</b></p> <p><b>Chapter 6: Setting the Stage for Your Investments 71</b></p> <p>Lesson 1: Compound Interest 72</p> <p>Lesson 2: Investing 101: Understanding Stock Market Basics 78</p> <p>Lesson 3: Understanding Types of Asset Classes 82</p> <p>Lesson 4: Breaking Down Equity Asset Classes 87</p> <p>Lesson 5: Diversification 89</p> <p>Lesson 6: Target Date Fund Diversification 93</p> <p>Lesson 7: Single Asset versus Mutual Fund versus Index Fund versus Exchange-Traded Funds 94</p> <p><b>Chapter 7: Formulating Your Investment Plan 101</b></p> <p>Lesson 1: Where to Buy Asset Classes 101</p> <p>Lesson 2: Types of Investment Accounts 102</p> <p>Lesson 3: Fees: What They Are and Why They Matter So Much 121</p> <p>Lesson 4: When to Invest 128</p> <p>Lesson 5: How Much to Invest 129</p> <p>Lesson 6: Risk Profile for Investing 130</p> <p>Lesson 7: Investing Framework 132</p> <p><b>Part III: Protect Your Money 137</b></p> <p><b>Chapter 8: Build Your Moat 139</b></p> <p>Lesson 1: Protecting Your Money Through Insurance 140</p> <p>Lesson 2: Protecting Your Money Through Tax Diversification 149</p> <p>Lesson 3: Protecting Your Money Through Tax Planning and Tax Preparation 150</p> <p>Lesson 4: Protecting Your Money Through Wills and Trusts 151</p> <p>Lesson 5: Protecting Your Money Through Durable Powers of Attorney 154</p> <p>Lesson 6: Protecting Your Money Through Credit 156</p> <p><b>Chapter 9: Budgetdog, My Money Mindset, and My Passion 161</b></p> <p><b>Chapter 10: Logan Lee, an Unimaginable Reality: My WHY 167</b></p> <p>Conclusion 173</p> <p>Glossary of Common Investing Terms 177</p> <p>Resources 187</p> <p>References 189</p> <p>Disclaimer 191</p> <p>Index 193</p>

<p> <B>BRENNAN SCHLAGBAUM </B>is a veteran CPA living in Dallas, Texas and founder of Budgetdog Academy, an online financial academy helping people get financially fit and free from debt. After achieving financial freedom by 31, he now aims to help others achieve the same financial success.

<p> <b>Practical strategies crafted from firsthand experience to help anyone achieve financial security</b> <p> <i>The Roadmap to Financial Freedom: A Millionaire’s Guide to Building Automated Wealth </i>tells the story of how Brennan Schlagbaum, veteran Certified Public Accountant and founder of Budgetdog Academy, and his wife paid off over $300,000 in debt that they had accumulated by the time they were just 24 years old. Building on his personal challenges and successes in achieving financial security and independence, Schlagbaum explains how anyone can practically follow a similar path to achieve similar results in their own lives. <p>The book explores comprehensive strategies for crafting a plan to turn around your personal finances and rock-solid budgeting techniques that help you get control of your income and spending patterns. Building on the three core tenets of tracking, growing, and protecting your money, Schlagbaum guides readers through every step of the process in achieving personal financial success. <p>Perfect for members of new and growing families, young professionals, and anyone else seeking to redefine their relationship with money, <i>The Roadmap to Financial Freedom: A Millionaire’s Guide to Building Automated Wealth </i>is both an inspiring, motivating story of overcoming financial obstacles and an intuitive, insightful, and hands-on roadmap to financial independence.

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