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Step 4--Get a Check-in Chum

  • Writer:  Leslie Lewis (she/her)
    Leslie Lewis (she/her)
  • Apr 22, 2025
  • 1 min read

We all need somebody to lean on. With money and investing, I have found that having an 'accountability buddy' can really help people shift their relationship with money and investing.


We call it a Check-in Chum, and it's so important that it's both step 4 and tool 4.


The last Check in Chum Step 4 video is HERE.


The last Check in Chum Tool 4 video is HERE.


And the latest video is below:

Click the image to go to the Step 4 video on Vimeo
Click the image to go to the Step 4 video on Vimeo


How to find a Check in Chum: use your money journal to write out a short list of friends who might be interested in improving their financial fluency.

Ask one of them out to tea, and when you meet, show them this post and this website!


Good luck, and let us know how it goes, in the comments? We'd love to hear.


Quick Links:


What is Investing? is HERE

What is The MGB Investing Starter Kit? is HERE

Step 1 in the MGB Investing Starter Kit process is HERE

Step 2 is HERE --Keep a 'Digit Tally', like You Need A Budget or RocketMoney or our free tracker template HERE


Videos for all 12 tools of the MGB Investing Starter Kit (again, scroll to the bottom for tool 1)


To buy our self-paced investing course for $49, sign up by clicking HERE.

For the 90 min zoom class only during Black History Month for $98, click HERE.

To register for our ANNUAL course, click HERE.



Equity through equities.


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