Introduction to the Course
Cash Flow is King
Spend Less or Make More (or both!)
Don't Pass Up Free Money
Fund an Emergency Savings Account
Pay off High-Interest Debt
How to Save for Financial Independence/Retirement
How to Manage Your Investments
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Understand How to Invest for the Timeframe for Each Goal (10:05)
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Understand the Role Your Emotions Play in Investing (6:53)
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Your Investments Will Lose Money on Average Every 3-5 Years (7:12)
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Each Goal Should Have Its Own Specific Portfolio/Bucket (3:26)
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Rebalance Your Portfolio(s) at Least Annually (5:30)
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Choose Investments with Low Fees and Expenses (12:11)
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Don’t Reinvent the Wheel When Creating Your Own Portfolio(s) (8:47)
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Go with an Online Investment Platform If You Don’t Want to Do It Yourself (4:38)
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Investing in your Employer’s Retirement and Employee Stock Purchase Plans (7:23)
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Have Some Fun Money (4:26)
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Monitor Your Investments Quarterly to Annually (7:04)
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Tutorial to Review and Track Your Investments in Personal Capital (10:00)
How to Save for Your Child’s College
Creating Additional Savings and Investments Accounts
Managing Your Home Mortgage
Managing Your Homeowners and Auto Insurance
Managing Your Health Insurance
Participate in a Flexible Spending Account
Managing Your Life Insurance
Managing Your Long-Term Disability Insurance
The Basics of Estate Planning
The Basics of Tax Planning
Creating a Login Safety Plan
Take Advantage of Credit Card Rewards
Monitor Your Credit Report
Automate Your Finances
Set Up a Financial Dashboard
Set up a Secured Drive to Store Important Documents
Course Wrap-Up
