The Complete Personal Finance Course: Save,Protect,Make More

The Complete Personal Finance Course: Save,Protect,Make More

What you’ll learn

• Upon completion of this course, students will be able to save, protect and make much more so that their net worth is significantly higher in the long run. You will be a personal finance expert by the end of this course!
• How to profit from the INCREDIBLE Power of Compound Interest
• 100+ Ways to Save More…Including the following ways:
• 14 Ways to Save More on Taxes
• 16 Ways to Save More on Shopping Expenses
• 13 Ways to Save More on Car/Transportation Expenses
• 10 Ways to Save More on Housing Expenses
• 5 Ways to Save More on Vacation Expenses
• 4 Ways to Save More on Gifts & Donation Expenses
• 6 Ways to Save More on Phone/Computer Expenses
• 13 Ways to Save More on Food & Drinks Expenses
• 7 Ways to Save More on Debt Expenses
• 4 Ways to Save More on Education Expenses
• 7 Ways to Save More on Entertainment Expenses
• 6 Ways to Save More on Fees Expenses
• 5 Ways to Save More on Child/Child Care Expenses
• 4 Ways to Save More on Health Expenses
• 5 Ways to Save More on Personal Care Expenses
• 5 Ways to Save More on Pet Related Expenses
• How to Change Your Perception of Money
• How to Teach Your Children About Saving
• How to Protect Your Money by Understanding Your Net Worth (Creating and Understanding Your Balance Sheet….Meaning “What You Own and What You Owe”)
• Understand if You Should Hire a Financial Advisor to Help Protect Your Money
• Understand Why Hiring an Accountant Might be the Best Investment You Might Ever Make
• How Taxes + Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
• How Much You Need to Retire
• Understand and Taking Advantage of Tax Incentives, which Help You Save BIG TIME for Education/School Expenses
• How Much You Need for Education Expenses (for You or Your Kids)
• How to Create Your NEW & IMPROVED Income Statement (Meaning Understanding Money In and Money Out)
• Understand Your Company Sponsored Tax Savings Plans (if Applicable)
• Use a Simple & Effective Money, Taxes, Receipts and Statements Filing System
• Understand What are the Best Websites & Apps to Help You Track and Manage Your Spending
• Use Quicken on a PC to Manage Your Money
• Use Quicken on a Mac to Manage Your Money
• Protect Your Money by Making a Monthly Budget
• Avoid Getting Ripped off on Fees
• Understanding Wills and Trusts
• View, Understand and Fix Your Credit Score/Rating (So You Can Get a Loan or Mortgage)
• Understand Life Insurance
• Understand Auto Insurance
• How to Pay Less Tax Strategies
• Understand Home and Property Insurance
• Understand Health Insurance
• Prevent Identity Theft
• Understand Credit Cards
• Understand Loans
• Understand Leases
• What Are the Qualities of Billionaires (5 Characteristics of Billionaires I Have Worked For)
• Understand the Damage that High Investment Fees Can do to Our Net Worth!
• Make More by Learning How to Avoid Paying High Investment Fees
• Understand Why and How to Pick Investments from Index Funds
• Manage Your Investments with Your Investment Portfolio Management System (Included in the Course)
• Populate Your Investment Portfolio Management System (meaning Your Portfolio)
• How to Invest in Stocks and 4 CRUCIAL Stock Investing Rules
• Investment Data Basics
• Understand Risk Management
• Understand What Makes Stocks, Bonds, Commodities and Real Estate Investments Go Up or Down
• How to Do Your Own Investment Research (and Never Rely on the “Pros”)
• Understand Mutual Funds
• Know What Warren Buffett’s Favorite Types of Investments Are
• Understand Interest Rates, Bonds and “The Bigger Picture”
• Know How Global Economics Works and Why this Matters to Personal Investors
• How & Why Do Interest Rates Change & Why this is Important for Investors to Understand?
• Understand Foreign Exchange Currency Movements
• How Bonds Work and How Can Governments Stimulate the Economy?
• Understand Real Bonds – No Theory! (With Real Corporate and International Government Bond Investment Examples)
• How to Invest in Bonds
• Add Bond Investments to Your Portfolio
• How to Invest in Commodities
• Add Commodity Investments to Your Portfolio
• Introduction to Your Most Important Personal Investment & How Much Should to Spend on a House
• How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More)
• How to Calculate Mortgage Payments and Know What Happens When Rates Change
• What You Need to Know if Considering Investment Properties
• How Much to Spend on an Investment Property
• Understanding Real Estate Investment Trusts
• Adding Real Estate Investment Trust Investments to Your Portfolio
• Investment Types to Consider Avoiding Given Liquidity Risks
• Diversification Strategies and Your Diversified “Model Portfolio”
• Should You Start Your Own Business & Have >1 Income Stream? 100% YES!
• Customize Your Own Complete Personal Finance Excel Dashboard (I Will Teach You How to Customize and Create Your Own Version of the Excel Dashboard Document Used for ALL 25 Exercises in this Course)