My goal for November was to complete some sort of personal finance course. Originally suggested by my friend Drew when I’d told him I was falling short coming up with new challenges. I wasn’t totally sold on the idea at first though.
I started investing around 10 years ago when I was 25, and got more serious and knowledgeable about it at 30. I’ve also been working with a Financial Advisor as well as a CPA for years, and in general have always lived well below my means. This is all to say, I didn’t really feel like a personal finance and investing course was something I desperately needed in my life. Regardless, I know that no one will ever care about your financial health more than you will or should yourself. So I guess I felt like it was my responsibility to give a course a shot and maybe learn something new.
I ended up taking and completing a course by Jeremy Schneider, also brought to my attention by my same friend who suggested the challenge. It was roughly 8 hours of videos, tests, case studies and charts that I broke up throughout the month to try to better absorb it. It covered everything from the absolute basics of investing, all the way into some of the weeds of tax law. It was a great course, and his spin on it takes a typically dry subject and pushes it a little closer to even being entertaining.
Although I enjoyed it, If I’m being completely honest, I probably already knew 90% or more of what was covered. Thing is, I found that fact to be overwhelmingly reassuring as opposed to frustrating. It’s so easy to second guess yourself when making decisions weighted in such heavy consequences. My November challenge reassured me I’ve been making the right decisions surrounding money, and that financial independence is not just a dream but a clear destination with an ETA. Here’s hoping we don’t hit too much traffic along the way.