CALM SERIES – Week 8

Week 8 for the Cash and Liability Mastery (CALM) video series is now available for you
to watch! This series is designed to bring you peace of mind in your financial journey by
providing you with knowledge on how to effectively manage your cash, other liabilities,
and debts. We’re providing this course to you ABSOLUTELY FREE!

If you have not watched the previous videos, please click the links below:

The goal of this week’s video is to break down the 3 qualified savings: 401(k), IRA, and
Roth IRA. This won’t be an exhaustive deep dive of each of the qualified savings, instead it will provide you with key rules to help you better understand the game of money.

If you enjoyed the video, be sure to watch the rest of the videos in the series and please
share it with people you care about.

Also, we will be creating other content to help you on the CALM journey, so if you’re interested please submit your name and email address so we can help you with even more information and education.

Yours to count on,
Dan Williams
Daniel@sandiegolending.us

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