FINANCEMonths to result

The Total Money Makeover Wealth Building Framework

Build wealth, not debt

Problem it solves

poor financial decisions

Best for

Individuals who have completed the initial steps of the Total Money Makeover and are ready to build wealth

Not ideal for

Those who are still struggling with debt or have not established an emergency fund

Overview

Why this framework exists

This framework provides a step-by-step plan for building wealth after completing the initial steps of the Total Money Makeover. It emphasizes the importance of investing 15% of one's income towards retirement and creating a long-term plan for financial security.

Core principles

3 total
  1. Investing 15% of one's income towards retirement is crucial for building wealth
  2. Creating a long-term plan for financial security is essential for achieving one's goals
  3. Avoiding debt and building an emergency fund are critical steps before investing in retirement

Steps

3 steps
  1. Invest 15% of Your Income in Retirement
    Investing 15% of one's income towards retirement is a critical step in building wealth. This can be done through a 401(k) or other retirement accounts.
    Pro tipTake advantage of company matches to maximize your retirement savings
    WarningUnderinvesting in retirement can lead to financial insecurity in the long term
  2. Create a Long-Term Plan for Financial Security
    Creating a long-term plan for financial security is essential for achieving one's goals. This involves setting clear goals and creating a roadmap for achieving them.
    Pro tipRegularly review and adjust your plan to ensure you are on track to meet your goals
    WarningFailing to create a plan can lead to financial uncertainty and insecurity
  3. Avoid Debt and Build an Emergency Fund
    Avoiding debt and building an emergency fund are critical steps before investing in retirement. This involves paying off high-interest debt and creating a fund to cover 3-6 months of expenses.
    Pro tipUse the debt snowball method to pay off high-interest debt quickly
    WarningFailing to build an emergency fund can lead to financial insecurity and debt

Checklist

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Examples

2 cases
Autumn Key's Story

Autumn Key, a single mom of two, was able to pay off $100,000 in debt and build a successful business. She is now debt-free and investing in her retirement.

OutcomeAutumn is now financially secure and able to provide for her children's education and her own retirement.
Jim and Kay Robinson's Story

Jim and Kay Robinson, a couple in their 60s, were able to retire early and build a successful retirement plan. They are now able to travel and pursue their hobbies.

OutcomeJim and Kay are now financially secure and able to enjoy their retirement.

Common mistakes

3 traps
Underinvesting in Retirement
Underinvesting in retirement can lead to financial insecurity in the long term. It is essential to invest at least 15% of one's income towards retirement to build wealth.
Failing to Create a Long-Term Plan
Failing to create a long-term plan for financial security can lead to financial uncertainty and insecurity. It is essential to set clear goals and create a roadmap for achieving them.
Not Avoiding Debt and Building an Emergency Fund
Not avoiding debt and building an emergency fund can lead to financial insecurity and debt. It is essential to pay off high-interest debt and create a fund to cover 3-6 months of expenses before investing in retirement.

Origin story

How this framework came to be

The framework is based on the author's experience working with individuals who have completed the Total Money Makeover and are ready to build wealth. It is designed to help people create a long-term plan for financial security and achieve their goals.

Source

Traced to primary
Source · BOOK
The Total Money Makeover Updated and Expanded
Dave Ramsey · 2024
Open source →

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