The Investing Bundle: One Journal for You, One for Your Kid

Learn to invest and teach your kid at the same time. Two digital journals you can fill in on your iPad or print at home: Embrace the Present, Secure the Future for you, and My Money Magic Journal for them.

WHAT'S INSIDE

Embrace the Present, Secure the Future: An Investing Journal (48 pages)

• Goal setting for the short term (0 to 2 years), medium term (3 to 5), and long term (5+)

• Definitions & Terms: stocks, index funds, dividends, market cap, P/E, DRIP, and dollar-cost averaging

• Six investment risk profiles, so you can find yours

• My Wealth Building Strategy, including a weekly "money date" with yourself

• A data dump for researching companies, a watchlist, and pages to track your accounts and every buy and sell

My Money Magic Journal: An Investing Journal for Kids (ages 8+)

• Their own money game plan, investing vocabulary, and the 11 sectors explained for kids

• Research pages, a watchlist, and a Lessons Learned page

WHY IT WORKS

You research a company on your pages, and they research one on theirs. It turns "what are you doing on your phone?" into a conversation you have together.

HOW IT WORKS

Instant download of one zip file with both PDFs. Use them in a note-taking app on your iPad, like GoodNotes or Notability, or print them.