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Financial
freedom
awaits

Upcoming events

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Retirement Class #3

The 4% Rule and how to withdraw money from the portfolio

Mike Finley

Tuesday, August 26th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #4

How to deal with the fixed income

Mike Finley

Tuesday, September 2nd

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #5

Social Security 101

Mike Finley

Tuesday, September 9th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Fin Heads

In Person and Zoom

Mike Finley

Saturday, September 13th

10:00am - 11:00am

Cedar Falls Public Library, Reach out to Mike for the Invite

There are many more events/classes in the upcoming months. Click below to see the full list, and filter by month or class type if you wish.

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Speaking
Enagements

Personal finance

Investing + retirement

Insurance + taxes

financial literacy quiz

I speak at businesses and non-profits across the state of Iowa about life, money, and happiness. My speaking engagements are free and educational and usually end with a brief Q&A session.

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Books by mike finley

Financial Happine$$

buy on amazon

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What Color is the Sky

buy on amazon

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Graduation!

buy on amazon

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Now What?

buy on amazon

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Quote of the Week

You don’t need 99.9% of what Wall Street is selling. It’s expensive, unsuitable, or stupid. Most investments are designed to profit the brokers, banks, and insurance companies, not you. They should carry a warning label, “Beware! This financial product may be injurious to your wealth!”

--

Jane Bryant Quinn

,

Making the Most of Your Money

the stamp of approval

If you take control of your life, by taking control of your money, you won’t need this stamp. However, if you are awarded this stamp, you will have been inducted into an exclusive group, known as the FinHeads.

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Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

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