Saving and Investing

Once your foundation is set, it is time to make your money work for you. Take the time to learn how to save and invest.


Starting date



Corrinne McKenna


26 Videos


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About the course

The general rule to follow is to only invest in what you understand.  Take the time now to understand What to invest in, How it impacts your financial plan and Where to keep it (which accounts and tax impact).

What to invest in

  • How do I know what to invest in?
  • What are stocks and bonds?
  • What are target date funds?

How it impacts you

  • How do I use the annual assessment?
  • How do I set Goals?
  • What is FILE or FIRE?

Where to keep it

  • IRAs, 401ks and taxable accounts
  • Roth vs traditional
  • How many accounts?

Course Lessons

Corrinne McKenna, MBA, CFP®

Corrinne brings an enthusiasm for the road-less-traveled, as well as the knowledge and experience to traverse it in a way that doesn’t threaten security or well-being. She's worked in financial planning and counseling since 2016 and holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Financial Counselor® designations. Her passion is to work with people hungry to be daring and different. If you have a bold goal, she wants to be your partner to help you get there.