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The Complete Personal Finance Course: Save, Protect, Make More
Course Introduction & How to Take this Course
Course Introduction (Are You Ready to Save, Make & Protect Your Money?)
How to Take this Course (and Using Your “Complete Personal Finance Dashboard”)
Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!
Introduction to Saving [MORE] Money & The INCREDIBLE Power of Compound Interest
Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)
Answers to Exercise #1, Question s 1 through 7: Time Value of Money
Answers to Exercise #1, Question s 8 through 10: Time Value of Money
[Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement
What is a Personal Income Statement and Why is this Very Important?
Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement
Discussion of Your Answers to Exercise #2
More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement
Introduction to Completing Your NEW & IMPROVED Income Statement
Save on Taxes: 14 Ways to Save More on Taxes
Save on Car & Transportation: 13 Ways to Save More on Car or Transportation Expenses
Save on Child or Child Care: 5 Ways to Save More on Child or Child Care Expenses
Save on Communications_Computer: 6 Ways to Save More on Phone_Computer Expenses
Save on Debt Payments: 7 Ways to Save More on Debt Expenses
Save on Education: 4 Ways to Save More on Education Expenses
Save on Entertainment: 7 Ways to Save More on Entertainment Expenses
Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses
Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses
Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses
Save on Health_Fitness_Life Insurance: 4 Ways to Save More on Health Expenses
Save on Housing: 10 Ways to Save More on Housing Expenses
Save on Personal Care: 5 Ways to Save More on Personal Care Expenses
Save on Pets: 5 Ways to Save More on Pet Related Expenses
Save on Shopping: 16 Ways to Save More on Shopping Expenses
Save on Vacation: 5 Ways to Save More on Vacation Expenses
Save on Other Expenses: 8 Ways to Save More on Other Expenses
Exercise #3: Creating Your NEW & IMPROVED Income Statement
Exercise #4: Analyzing Your CURRENT and New+IMPROVED Income Statement
Exercise #5: Save Money Meeting
Exercise #6: Save Money Checklist
Changing Your Perception of Saving Money + Saving Money and Your Kids
Changing Your Perception of Money
Saving Money & Your Kids
Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)
Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course
Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”)
Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What You Owe”)
Exercise #8: Analyzing Your Balance Sheet
Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together
Side Note: Should You Hire a Financial Advisor to Help Protect Your Money?
Protect Your Money with These Tax Strategies
Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!)
How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
Exercise #10: How Much Do You Need to Retire?
Tax Incentives Help You Save BIG TIME for Education_School Expenses
Exercise #11: How Much Do You Need for Education Expenses?
Other Potential Company Sponsored Tax Savings Plans
Exercise #12: Pay Less Tax Strategies
Protect $ by Having an Organized Filing System, Tracking Bills & More
Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing System
Websites & Apps to Help You Track and Manage Your Spending
Quicken on a PC to Manage Your Money
Quicken on a Mac to Manage Your Money
Protect Your Money by Creating a Budget & Picking the Right Bank
Introduction to Protecting Your Money by Making a Monthly Budget
Exercise #14: Budget Planning
Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks
Exercise #15; Is Your Money Safe? Protect Your Money by Using the Right Bank
Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score
Wills and Trusts
Viewing, Understanding and Fixing Your Credit Score_Rating (So You Can Get a Loan or Mortgage)
Protect Your Family and Your Assets with Insurance Products
Introduction to Insurance
Life Insurance
Auto Insurance
Home and Property Insurance
Health Insurance
Side Note: Protect Your Money by Preventing Identity Theft
Protecting Your Money, Credit Cards, Loans and Leases
Credit Cards
Loans
Leases
Profiles of Successful Wealthy People & How they Protect and Manage Their Money
They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked For
Exercise #16: Protect Money Checklist
Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)
Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course
Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth!
Make More by Learning How to Avoid Paying High Investment Fees
Index Funds Examples
An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard”
Examples of Other ETFs to Buy Index Products From
Side Note: Outta Sight and Outta Mind
Introduction to your Investment Portfolio Management System
Managing Your Investments with Your Investment Portfolio Management System
Exercise 18: Populating Your Investment Portfolio Management System (meaning Your Portfolio)
Make Money with Stocks
Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
Investment Data Basics (See SECTION A on Your Investment Portfolio Management System)
Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfolio Mgmt Syst.)
Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.)
Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.)
Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.)
Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.)
Stock Valuations, Mutual Funds & Warren Buffett’s Favorite Type of Investments
Exercise #19: Stock Valuations
Mutual Funds
Side Note: What Are Warren Buffett’s Favorite Types of Investments?
Make Money with Bonds & Commodities (& Understanding Interest Rates)
Introduction to Interest Rates, Bonds and “The Bigger Picture”
Global Economics and Why this Matters to Personal Investors
Understanding Foreign Exchange Currency Movements
Bonds and How Can Governments Stimulate the Economy?
PART1 How do Bonds Work (With Real Corporate and International Government Examples) 1
PART2 How do Bonds Work (With Real Corporate and International Government Examples)
Exercise #20: Adding Bond Investments to Your Portfolio
Investing in Commodities
Exercise #21: Adding Commodity Investments to Your Portfolio
Make Money with Real Estate
Introduction to Your Most Important Personal Investment & How Much Should You Spend on a House?
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More)
Exercise 22: Mortgage Calculator
Investment Property: What You Need to Know if Considering Investment Properties
Investment Property: How Much Should You Spend on an Investment Property?
Exercise #23: Adding Real Estate Investment Trust Investments to Your Portfolio
Side Note: 4 Investment Categories to Consider Avoiding Given Liquidity Risks
Make More with Diversification & Your Make Money Checklist
Diversification Strategies and Your Diversified “Model Portfolio”
PART 1 Exercise #24: Diversification & Your Model Portfolio
PART 2 Exercise #24: Diversification & Your Model Portfolio
Exercise #25: Make Money Checklist
Introducing Our NEW MBA Degree Program
Save on Health_Fitness_Life Insurance: 4 Ways to Save More on Health Expenses
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