The Financial Cocktail Course
This course is your guide to financial freedom. Learn the foundational principles of personal finance. Achieve the financial security you desire. Save hours of research with this comprehensive course. Self-manage your finances and accelerate your wealth beyond what an expensive financial advisor could manage. Put your money to work and enjoy the financial freedom you deserve.
Save time and money with this comprehensive personal finance course. Set financial goals, manage money, invest wisely, and retire early with data driven solutions. Expand your financial literacy today!
This course focuses on financial freedom and allows you to…
Save hundreds of thousands on financial advisors
Understand your current financial situation
Confidently set a financial goal and trajectory
Protect yourself from life’s happenings
Build a financial safety net
Feel at ease with financial security
Manage debt effectively
Self-manage your investments
Invest using data-driven strategies
Make major purchases with confidence
Utilize tax-advantaged accounts
Achieve financial independence
Ready the next generation for success
Prepare for retirement
Become philanthropic
Have you been practicing for years with little to nothing to show for it?
Feeling lost and frustrated trying to get ahead?
Popular Course Topics
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Self-Managing Your Finances
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Understanding Your Finances
What’s Included
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Learn the principles of personal finances that build the foundation of financial success.
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Insurance coverage is vitally important. Learn which insurance coverages are a must and what type of coverage fits your situation.
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Skillfully manage all forms of debt including student loans, personal debt, and mortgage debt.
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Become a savvy investor who self-manages their investments accounts with confidence.
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Invest using current and historical data. Consistently achieve market returns and outperform the average financial advisor.
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Become familiar with the essentials of estate planning. Know your options when inheriting and transferring assets. Prepare the next generation for financial success.
Course Creator Leland Murren, CRNA
Leland is a practicing CRNA and self-made millionaire with a lifelong interest in personal finance. Knowing that financial success does not happen by accident, he studied financially successful individuals and found a way to turn a high income into a high net worth. There is a sense of responsibility to share these financial insights. This plan became The Financial Cocktail.
So many CRNAs (and physicians, nurse practitioners, physician’s assistants, and nurses) are making great money, but failing to make their money work for them. This course was created to be a resource for the community. A cost-effective, comprehensive personal finance course sharing the ways of the financially free.
It’s meaningless for others to make the same financial mistakes. Everyone should have the financial success they deserve. The Financial Cocktail is here to help you plant your money tree today!
Course Outline
Tier I - Foundational Principles
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True Cost of Financial Advisors
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Prioritization, Stress Tolerance, Purpose
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Mindset for Success
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Create Effective Short and Long-Term Goals
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Lifestyle Inflation, Cost of Living, Frontloading Effort
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Assets, Liabilities, Net Worth, and Visualizing Progress
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Budgeting Made Easy and Strategies for Success
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How Much You Need and Where to Keep it
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Which Types to have and how much you Need. Life Insurance, Health Insurance, Disability Insurance, Umbrella Coverage, and Malpractice Insurance
Tier II - Financial Security
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Managing and Calculating Risk
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Prioritize your Investments
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Advantages and Disadvantages of Each
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Managing Specific Types of Debt
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Types of Loans and Repayment Programs
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Leasing vs Purchasing. Affordability Formula
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How Much to Have and Where to Invest It
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Savings, Checking, Money Market, High-Yield Savings, and Opening a Brokerage Account
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Utilizing Taxable Accounts
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Pretax vs Roth, Retirement Accounts, 401(k), Solo401(k), IRA, HSA, and More
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Roth Conversions, Backdoor Roth IRA, Megabackdoor Roth
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Introduction, Overview, and Considerations
Tier III - Wealth Accumulation
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The Trinity Study, FI Calculation and Number, Savings Rate
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Stocks, Bonds, Funds, and Alt Investments
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Compare Popular Index Funds
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A Step-by-Step Walkthrough
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Maximizing Tax-Advantaged Accounts
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Where to Invest throughout your Career
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What it is and how to Improve yours
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Buying vs Renting, Purchasing Formulas, Mortgages
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Low Interest and Mortgage Debt
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Feel Great about Spending
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Effectively Transfer Wealth and Knowledge
Tier IV - Financial Freedom
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Financial Considerations
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Trinity Study Improvements
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Taxable vs Tax-Advantaged, RMDs, Roth Conversions, Tax Loss Harvesting
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401(k)s and IRAs
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Payments, Deductions, and Calculations
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Creating a Foundation, Donations, and Tax Implications
Save time and money with this comprehensive personal finance course. Set financial goals, manage money, invest wisely, and retire early with data driven solutions. Expand your financial literacy today!
From Course Users…
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"Leland and his financial programming helped me eliminate ~$30k in undergrad student loan debt and pay off my graduate school as I went. I was able to pay for a wedding and house in the same year, bought a new car in cash, and am well on my way to retiring early. This is by no means an easy way out, but it has been well worth it!"
-Isabella M.
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"I recently completed, and I have to say it was incredibly helpful. The material was easy to follow and understand, even for someone who isn't a finance expert. One of the biggest take aways for me was learning how to setup and use Vanguard for investments. The program broke down the process step-by-step, making it feel managable. I also gained a lot of confidence in how to invest for retirement outside of employer sponsored plans. It covered a range of strategies and tools I hadn't even considered before. Overall, Leland is a fantastic resource for anyone looking to take control of their financial future, whether you are a beginner or just looking to expand your knowledge."
-Taylor R.
✺ Frequently asked questions ✺
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Bring your enthusiasm and follow along. The Financial Cocktail guides you through the steps to achieve financial freedom.
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Nothing wrong with that. The knowledge in this course will allow you to vet the advisor to ensure they have your best interest at heart.
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Nothing wrong with that. The prioritization ladder is there as a means to show account efficiencies. There isn’t a single correct answer in personal finance.
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This course discusses aspects of independently contracting such as a solo401(k)s. This course is not designed to be a 1099 masterclass. Maybe in the future.
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TFC recommendations are based on the data presented in the videos. Personal finance is personal, so feel free to invest in whatever areas you see matching your investment objective.
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This course discusses considerations of a personal residence and investing in REITs. Teaching the nuances of real estate investing would require a course all on its own.
**The Financial Cocktail and the courses within are for education and entertainment purposes only. Content from The Financial Cocktail or it’s creators does not replace or qualify as financial, tax, or legal advice.
100% Money Back Guarantee
Unsure if you need more of The Financial Cocktail in your life? No worries. Take some time to find out.
Send us an email within 72-hours of purchasing for your money back. Within that 3 day window, you can view up to 20% of the course to see if it’s for you.
Contact us at ldmurren@thefinancialcocktail.com to receive your refund.