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. 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.

COMING SOON!

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

  • Self-Managing Your Finances

  • Understanding Your Finances

  • Retirement Accounts

  • Roth Conversions

  • How to Invest

  • Debt Management

What’s Included

  • ✺

    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.

  • ✺

    Skillfully manage all forms of debt including student loans, personal debt, and mortgage debt.

  • ✺

    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

  • True Cost of Financial Advisors

  • Prioritization, Stress Tolerance, Purpose

  • Mindset for Success

  • Create Effective Short and Long-Term Goals

  • Lifestyle Inflation, Cost of Living, Frontloading Effort

  • Assets, Liabilities, Net Worth, and Visualizing Progress

  • Budgeting Made Easy and Strategies for Success

  • How Much You Need and Where to Keep it

  • Which Types to have and how much you Need. Life Insurance, Health Insurance, Disability Insurance, Umbrella Coverage, and Malpractice Insurance

Tier II - Financial Security

  • Managing and Calculating Risk

  • Prioritize your Investments

  • Advantages and Disadvantages of Each

  • Managing Specific Types of Debt

  • Types of Loans and Repayment Programs

  • Leasing vs Purchasing. Affordability Formula

  • How Much to Have and Where to Invest It

  • Savings, Checking, Money Market, High-Yield Savings, and Opening a Brokerage Account

  • Utilizing Taxable Accounts

  • Pretax vs Roth, Retirement Accounts, 401(k), Solo401(k), IRA, HSA, and More

  • Roth Conversions, Backdoor Roth IRA, Megabackdoor Roth

  • Introduction, Overview, and Considerations

Tier III - Wealth Accumulation

  • The Trinity Study, FI Calculation and Number, Savings Rate

  • Stocks, Bonds, Funds, and Alt Investments

  • Compare Popular Index Funds

  • A Step-by-Step Walkthrough

  • Maximizing Tax-Advantaged Accounts

  • Where to Invest throughout your Career

  • What it is and how to Improve yours

  • Buying vs Renting, Purchasing Formulas, Mortgages

  • Low Interest and Mortgage Debt

  • Feel Great about Spending

  • Effectively Transfer Wealth and Knowledge

Tier IV - Financial Freedom

  • Financial Considerations

  • Trinity Study Improvements

  • Taxable vs Tax-Advantaged, RMDs, Roth Conversions, Tax Loss Harvesting

  • 401(k)s and IRAs

  • Payments, Deductions, and Calculations

  • Creating a Foundation, Donations, and Tax Implications

✺ Frequently asked questions ✺

  • Bring your enthusiasm and follow along. The Financial Cocktail guides you through the steps to achieve financial freedom.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.