IIRF Online > Finance & Accounting > Finance > Personal Finance > The Complete Personal Finance Course: Save,Protect,Make More
The Complete Personal Finance Course: Save,Protect,Make More by Udemy
3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.
Course Highlights
- 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)
Skills you will learn!
Curriculum
4 Topics
Thank You Message from Chris
Course Introduction (Are You Ready to Save Make & Protect Your Money?)
How to Take this Course (and Using Your “Complete Personal Finance Dashboard”)
How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
4 Topics
Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest!
Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)
Answers to Exercise #1 Questions 1 through 7: Time Value of Money
Answers to Exercise #1 Questions 8 through 10: Time Value of Money
3 Topics
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
23 Topics
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/Transportation Expense
Save on Child/Child Care: 5 Ways to Save More on Child/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
Side Note: How Accurate is the TV Show Billions?
2 Topics
Changing Your Perception of Money
Saving Money & Your Kids
6 Topics
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
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?
7 Topics
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
4 Topics
Exercise #13: A Simple & Effective Money Taxes Receipts and Statements Filing
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
4 Topics
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
2 Topics
Wills and Trusts
Viewing Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa
6 Topics
Introduction to Insurance
Life Insurance
Auto Insurance
Home and Property Insurance
Health Insurance
Side Note: Protect Your Money by Preventing Identity Theft
3 Topics
Credit Cards
Loans
Leases
2 Topics
They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked
Exercise #16: Protect Money Checklist
3 Topics
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
3 Topics
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
2 Topics
Managing Your Investments with Your Investment Portfolio Management System
Exercise 18: Populating Your Investment Portfolio Management System (meaning You
7 Topics
Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
Investment Data Basics (See SECTION A on Your Investment Portfolio Management Sy
Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfol
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.)
3 Topics
Exercise #19: Stock Valuations
Mutual Funds
Side Note: What Are Warren Buffett’s Favorite Types of Investments?
10 Topics
Introduction to Interest Rates Bonds and “The Bigger Picture”
Global Economics and Why this Matters to Personal Investors
How & Why Do Interest Rates Change & Why this is Important for Investors to Unde
Understanding Foreign Exchange Currency Movements
Bonds and How Can Governments Stimulate the Economy?
How do Bonds Work Part 1:With Real Corporate & International Government Examples
How do Bonds Work Part 2:With Real Corporate & International Government Examples
Exercise #20: Adding Bond Investments to Your Portfolio
Investing in Commodities
Exercise #21: Adding Commodity Investments to Your Portfolio
7 Topics
Introduction to Your Most Important Personal Investment & How Much Should You Sp
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only
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: Investment Types to Consider Avoiding Given Liquidity Risks
5 Topics
Diversification Strategies and Your Diversified “Model Portfolio”
Exercise #24: Diversification & Your Model Portfolio Part 1
Exercise #24: Diversification & Your Model Portfolio Part 2
Exercise #25: Make Money Checklist
Side Note: Should You Start Your Own Business & Have >1 Income Stream? 100% YES!
13 Topics
Course Conclusion and Next Steps
Introduction to Customizing Your Complete Personal Finance Excel Dashboard
How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 1 of 2
How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 2 of 2
How to Create the 1st Tab Called "Dashboard Summary"
How to Create the 2nd Tab Called "Settings" Part 1 of 2
How to Create the 2nd Tab Called "Settings" Part 2 of 2
How to Create the 3rd and 4th Tabs (Meaning the Exercise 1 + Exercise 2&3 Tabs)
How to Create the 5th-8th Tabs (Meaning Exercises 4-6 & All Save Money Ex. Tab)
How to Create the 9th-19th Tabs (Meaning Exercises 7-16 & All Protect $ Ex. Tab)
How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 1 of 2
How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 2 of 2
How to Create the 22nd-32nd Tabs (Meaning Exercises 19-25 & All Other Tabs)
1 Topic
Bonus Items
The Complete Personal Finance Course: Save,Protect,Make More
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