Free with the Reader’s Letter
The Financial Decision Toolkit
Checklists, questions and worksheets inspired by the book, for the next time money is on the table. Nine printable pages you can use today, whether or not you ever buy the book.
What is inside
- 01Decision one-pager
A single page to fill in before any decision you cannot easily undo: options, the five questions, what would change your mind, and a 48-hour pause.
- 02Ask Before You Sign lists
The questions to take to the counter for a loan, a card, a mortgage, an insurance policy, an investment and a pension.
- 03Red-flag checklist
Fourteen warning signs of scams and bad advice, weighted, with what to do if you are unsure.
- 0430-minute money snapshot
Income, commitments, margin, assets, debts, net worth and buffer on one worksheet.
- 05The formula sheet
Ten formulas in plain words with worked examples: flat versus real rates, inflation, fees, minimum payments and more.
- 06Quarterly check-in
Ten questions to keep your plan alive in five minutes, four times a year.
Original to this website and inspired by Money, Explained From the Inside. It shows how the book thinks without giving the book away. General education, not personal advice.
The Reader’s Letter
Make better money decisions, with tools you can keep.
Practical money insights, new tools, calculators and resources to help readers make better financial decisions. Sent only when there is something genuinely useful to share: a few times a year, never more.
Subscribe and get The Financial Decision Toolkit free: a decision worksheet, questions to ask for six kinds of product, a red-flag checklist, a money snapshot and a formula sheet. See what is inside
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