Description
- Course Introduction
Money Management
- Introduction to Money Management
- Cash Flow Analysis
- Cash Flow Analysis Example
- Budget
- Budget Example
- Liquidity Analysis
- Liquidity Analysis Example
- Net Worth Analysis
- Net Worth Analysis Example
Investing
- Overview of the Stock Market
- Stocks
- Exchange-Traded Funds (ETFs) & Mutual Funds
- Bonds
- Certificates of Deposits (CDs)
- Annuities
- Cryptocurrencies
- Non-Fungible Tokens (NFTs)
- Real Estate Investments
- Other Alternative Investments
- 10-Year Treasury Yield
- Brokerage Firms
- Financial Statements
- Investing Fundamentals
Retirement
- Retirement Overview
- Social Security
- Retirement Accounts
- Rolling Over a Retirement Account From a Former Employer
- Return of Withdrawn Funds From IRAs/401(k)
- Savers Tax Credit
- 401(k) Employer Match
- Pensions
Economic Factors Overview
- Supply & Demand Economics
- Capitalism, Socialism & Communism
- The Federal Reserve
- Inflation/Deflation/Stagflation Overview
- Economic Readings
- The Deficit & National Debt
Everyday Financial Info
- Credit Report
- FICO Scores
- Homeownership
- Mortgage Overview
- Private Mortgage Insurance
- Real Estate Taxes
- Homeowners Insurance
- Home Equity, Home Equity Loan & HELOC
- Renting Overview
- Federal Income Taxes
- State & Local Taxes
- Filing Personal Income Taxes
- Credit Cards
- Debit Cards
- Checks
- Bank Accounts
- Payment Apps
- Interest & APR Overview
- Health Insurance Overview
- Life Insurance Overview
- Renters Insurance
- Supplemental Insurance
- Short-Term Disability Insurance
- Long-Term Disability Insurance
College
- Is College Worth It
- Education Savings Plans
- Student Loan Overview
Wealth Creation
- Talents, Skills & Passions
- Mindset
- Educating Oneself
- Risk
- Leverage
- Private Equity Firm
- Cash & Time
- The Bricklayer Story
- Scalable Products
- Social Media/Branding
- Assets
- Debt
- Debt Management Strategy
- Passive vs Active Income
- Top Financial Must Dos
- Conclusion
Tools
- Complete Personal Financial Model