Personal Finance Club Dead Box

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Dead Box

Create a secure digital file for your financial information, ensuring your loved ones access to critical details when needed.

Courses are on sale until Sunday!

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YOUR SAVINGS ACCOUNT IS COSTING YOU $2 MILLION...

It’s what we should have learned about investing in high school, but didn’t.

This course gives a simple and comprehensive walk-through on how to build wealth by investing.

There are no secrets in this course. It’s the same information you will find in all the classic books on investing. Reading those would be fantastic (in fact, here is a reading list).

But if this course format appeals to you, it’s a great way to learn!

Play Video

Click above to watch the trailer!

MAKE YOUR MONEY WORK FOR YOU

YOUR DIGITAL FINANCIAL LIFE!

WHAT WILL I LEARN?

Dead Box Starter Files

A set of template files to get started building your own dead box

How To Make Your Dead Box

The technical details of how to make the files/folders in Google Drive or using Word / Excel. Setting up this folder system will make sorting out your financial life a breeze.

Writing Your "I'm Dead" Letter

How to use the "Start Here" template to write a short letter to your beneficiary or executor. It’s simple. It’s loving. And it’s going to make a tough time a little bit easier for the people who matter most to you.

Filling Out Your Net Worth Statement

Your net worth is a snapshot of your entire financial life. It's everything you own (assets) minus everything you owe (debts). Learn exactly how to fill out the Net Worth Statement spreadsheet we’ve included in your Dead Box.

Collecting Your Documents

A guide to organizing the most important documents your loved ones will need if something happens to you. Now that you've set up folders for things like your will, trust, insurance, and automobiles we can talk about how to gather all of this information.

Set It And Forget It

Share your dead box with your will executor and set up a calendar event to send an annual reminder.

WHAT'S NEW FOR 2023

We’ve been adding to this course and improving it every year. And students get access to all future updates for life!

Here is what’s new for 2023:

How do robo-advisors work and are they worth it?
How to do a backdoor Roth IRA
The difference between rebalancing and reallocating
Update on how ETFs can be bought
How to use your HSA money and how this account differs from an FSA
A new calculator for contributing to a three fund portfolio
An updated calculator on rebalancing
Updated stock market data, inflation data, and contribution limits to be relevant as of January 2023
Updated infographics for clarity
New jokes, of course
…and a bunch more!

WHO IS THIS GUY?

Hi! I’m Jeremy. I retired at 36 and currently have a net worth of over $4 million.

The world of money and investing is confusing. There’s a multi-trillion dollar financial services industry ready to take advantage of you. But financial literacy can help you navigate this world of money.

Personal Finance Club is here to give simple, unbiased information on how to win with money and become a multi-millionaire!

WHAT ELSE?

100% SATISFACTION GUARANTEE!

If you don't like the course, let us know and we'll give you your money back. Just like that. We're not trying to trick you into buying some junk, we're trying to make you rich over here!

FOR A GOOD CAUSE

25% of profits will be donated to charity! The purpose behind this course is to fund the free content of PFC and be an engine for charitable giving. You can see past recipients and amounts here.

LIFETIME ACCESS

Take this course at your own pace, refer back to it later whenever you want! You will also get access to all future updates!

Your journey toward financial freedom starts here!

$99

$ 69 One time

Over 20,000 enrolled students!
Lifetime access
100% money back guarantee
25% of profits donated to charity
BONUS: Get a $20 gift card to the PFC Swag Shop!

$149

$ 119 One time

Get both courses
Lifetime access
100% money back guarantee
25% of profits donated to charity
BONUS: Get a $20 gift card to the PFC Swag Shop & access to live office hours!

BEST VALUE

$99