Michael West Financials
Guided lessons

One idea at a time, ending in one action.

Short, paced walkthroughs for the questions that show up between guides and calculators. Each lesson is five to seven minutes, one idea per page, and closes with the one move worth making this week.

Showing 30 lessons
Path 01 · Foundations

Six lessons that build the mental framework.

Six lessons that build the mental framework. After finishing, you can place any new money question on a map.

015 min

Money has two jobs

Name today money and tomorrow money, and start sorting any decision into one or the other.

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026 min

Your first paycheck, line by line

Read your own pay stub and explain every deduction.

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036 min

Three months in a coffee can

Know your dollar target, where to park it, and the first deposit amount.

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046 min

The match is part of your pay

Log into your benefits portal this week and raise your contribution to the match ceiling.

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057 min

Time matters more than amount

Understand that a year skipped at 22 isn't recoverable by saving more at 32.

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065 min

Where the next dollar goes

Place yourself on the order-of-operations map and name your next step.

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Path 02 · Moments

Drop-in scenarios for what someone just said to you.

Drop-in scenarios. Each opens with what someone said or what happened, walks through the math behind it, and ends with one right move.

M17 min

Someone pitched me a whole-life policy.

Decline politely with one sentence of math; name the two unbundled products that do each job better.

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M27 min

A friend bought a car at 18% for 72 months.

Carry the math, the 20/3/8 verdict, three doors still open, the repossession cliff, and three sentences to open the conversation.

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M37 min

A friend says to buy crypto or a meme stock.

Tell a gamble from an investment, know the odds the data shows, and size any speculative bet so a loss can't touch your plan.

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M46 min

I have $8K in credit-card debt and a car payment.

Carry the personal sequence (match → high-interest debt → emergency fund) with target months at three contribution paces.

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M56 min

HR signed me up for a Roth 401(k) at 3%.

Confirm the Roth default fits your bracket, then raise the rate to your full match — and switch on auto-escalation if your plan offers it.

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M67 min

I switched jobs. What do I do with my old 401(k)?

Know the four doors for an old 401(k), why three are fine and cashing out isn't, and how to move it as a direct rollover so you never trip the 60-day trap.

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M76 min

I'm getting a $15K bonus, inheritance, or tax refund.

Run the windfall through the order of operations instead of disappearing it into checking.

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M86 min

We just got married.

Pick a money structure together — joint, separate, or the yours/mine/ours hybrid — and set a standing money date so the plan keeps up with your life.

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M96 min

My teenager got a summer job.

Carry the teen-Roth math and open a custodial Roth on this year's earned income before it's gone.

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M106 min

The market just dropped 20%.

Hold steady, keep buying on schedule, and know the one move a downturn actually rewards.

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M117 min

I'm 35 with basically nothing saved.

Carry the catch-up math (hard but not hopeless) and a specific starting move scaled to income.

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M127 min

I got my first job offer.

Score a job offer's true value (wage plus benefits), know when full-time is worth the trade, and open the Roth IRA that needs no employer.

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M139 min

My first job is gig work.

Carry the no-employer playbook — ACA health, the 1099 tax set-aside, the cash buffer — and open the retirement account no employer will start for you.

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M146 min

I just got a raise.

Bank a slice of the raise so your savings rate climbs with your income instead of your spending.

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M157 min

I'm about to borrow for school.

Borrow as little as you can — free money first, federal before private, total near your first-year pay — because the amount you sign for is the one number you can never change later.

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M167 min

I'm in school and my loans are growing.

Know whether your loans are subsidized or unsubsidized, and pay the in-school interest on the unsubsidized ones so it never capitalizes onto your principal.

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M176 min

A lender offered to refinance my loans.

Refinance private loans freely for a lower rate, but treat refinancing federal loans as a one-way door — you'd forfeit income-driven repayment, forgiveness, forbearance, and discharge for good.

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M187 min

The aid office offered me a Parent PLUS loan.

Treat Parent PLUS as the uncapped loan it is — exhaust your child's own aid first, borrow only what you can repay before retirement, and never put your own future up as collateral for a degree.

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M197 min

I'm thinking of borrowing from my 401(k).

See the four hidden costs of a 401(k) loan — lost growth, the job-loss tax bomb, double-taxed interest, and a forfeited match — and reach for it only as the lesser evil against worse debt, never as easy money.

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M206 min

I got my first credit card.

Build credit with the two habits that matter most — pay on time and keep your balance low — never carry a balance to build credit, and set autopay for the full statement this week.

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M218 min

I inherited a portfolio — what are these things and what do I do with them?

Before you sell or cash anything out, find out which kind of account you inherited — the wrapper sets your tax bill and your deadline.

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M227 min

I'm signing my first apartment lease.

Keep rent near a third of your take-home, budget the full upfront cash without draining your emergency fund, and ask one question before you sign.

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M237 min

We're having a baby.

Protect the income your child now depends on and name a guardian, make budget room for childcare, and open the 529 only after, not before.

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M247 min

Someone pitched me an annuity at work.

Ask the one question that exposes a redundant tax break, see the fee's true cost at 65, and get a second opinion from a fee-only fiduciary before you sign anything.

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