The companion workbook and models, free
I kept the book itself light on numbers on purpose. The ideas come first, and a page full of ledgers is where most readers put a book down. But every claim in Money in Motion has real arithmetic behind it, and this page is where that arithmetic lives.
Four downloads, all free, no email required. The workbook walks the numbers chapter by chapter, and the spreadsheets hold the live models so you can swap in your own figures and watch what changes. Every insurance case study comes from a real policy illustration, not a made-up example.
Worked numbers and a study guide, chapter by chapter. Read it alongside the book, or use it to revisit any chapter's math on its own.
Download the Workbook (PDF)The same workbook as a Word document, so you can type your own numbers and notes straight into it.
Download the Workbook (Word)The book's case studies as live spreadsheets: the whole life and IUL illustration ledgers, the Chapter 1 mortgage math, the two policy designs, the rental, retirement, business, and tax-bucket models, buy-term-and-invest, and a Dynamic Banking month. Change any input and the model recalculates.
Download the Models (Excel)The full Dynamic Banking engine behind Chapter 3. All four households modeled over 24 months on three paths side by side: minimums only, every spare dollar at the debts, and Dynamic Banking. Dave & Emily, Raj & Priya, Marcus, and Nicole. This is the file the Companion Models README points to.
Download the Chapter 3 Engine (Excel)Most chapters point to a video where I walk the same idea on screen. The whole library is organized by topic in the Learning Center, and the blog adds a new lesson every day. If you'd rather ask your question out loud, that's what the free consult is for.
A policy illustration is not a guarantee, and that goes for every model on this page. Guaranteed columns are the floor, current columns are a projection, and dividends can change. Run your numbers on both.
Bring the spreadsheet and your questions. The consult is free. No obligation, no chase-down calls afterward. Just answers.
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