Module 2 · Workbook chapters 6–8

From Money to a Plan

You now have a surplus, a budget, an emergency fund and protection. Part 2 turns that surplus into a plan: what you are investing for, how much risk that requires, and how to spread it sensibly. Still no products — those begin in Part 4. Get the plan right and the product choice becomes much easier.

• 3 Chapters
• 26 minutes total
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