Personal finance in plain English. No jargon, no hype, just the math. New videos every week, CFA Level 1 lessons for your commute, and a budget app built on the same formulas we teach.
Short explainers on the decisions that actually move your net worth, from HSAs to rollovers to your first $1,000.
CFA Level 1, one topic at a time, built for the drive or the train. Each series ends with a retrieval drill so the formulas stick before exam day.
44 episodes · Level 1 · from Control Your Wealth
NetWorth is the budget and net worth planner we built to go with the channel. Track this month's spending, then project your net worth decades out under conservative, expected and optimistic scenarios.
Set category budgets, log spending in two taps, and see what's left per day.
Assets minus debts, live. Payoff dates and your emergency fund calculated for you.
Price big goals in today's dollars. The app adds inflation for the year you need the money.
A year-by-year projection with Monte Carlo ranges, in future and today's dollars.
Everything stays on your iPhone. No account, no sign-up, no cloud.
A one-time purchase. No ads, no analytics, no tracking.
The engine was ported from our planning spreadsheet and verified against its outputs.
Can't wait for the launch? The spreadsheet that powers the app is available now: Financial Planner Spreadsheet on Etsy.
Quick tips, formula breakdowns and first looks at the NetWorth app before it launches.
@controlyourwealthco