Introduction to Interest Rates, Bonds and “The Bigger Picture”

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

Course Introduction & How to Take this Course

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Course Introduction (Are You Ready to Save, Make & Protect Your Money?) (5:58)
How to Take this Course (and Using Your “Complete Personal Finance Dashboard”) (11:50)

Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!

Introduction to Saving [MORE] Money & The INCREDIBLE Power of Compound Interest (20:14)
Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!) (1:09)
Answers to Exercise #1, Question s 1 through 7: Time Value of Money (16:54)
Answers to Exercise #1, Question s 8 through 10: Time Value of Money (6:28)
[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? (2:04)
Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement (5:56)
Discussion of Your Answers to Exercise #2 (1:13)

More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement

Introduction to Completing Your NEW & IMPROVED Income Statement (6:16)
Save on Taxes: 14 Ways to Save More on Taxes (16:50)
Save on Car & Transportation: 13 Ways to Save More on Car or Transportation Expenses (14:17)
Save on Child or Child Care: 5 Ways to Save More on Child or Child Care Expenses (8:37)
Save on Communications_Computer: 6 Ways to Save More on Phone_Computer Expenses (5:46)
Save on Debt Payments: 7 Ways to Save More on Debt Expenses (5:58)
Save on Education: 4 Ways to Save More on Education Expenses (2:21)
Save on Entertainment: 7 Ways to Save More on Entertainment Expenses (5:23)
Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses (6:57)
Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses (9:31)
Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses (4:08)
Save on Health_Fitness_Life Insurance: 4 Ways to Save More on Health Expenses (3:09)
Save on Housing: 10 Ways to Save More on Housing Expenses (11:10)
Save on Personal Care: 5 Ways to Save More on Personal Care Expenses (5:45)
Save on Pets: 5 Ways to Save More on Pet Related Expenses (1:42)
Save on Shopping: 16 Ways to Save More on Shopping Expenses (12:27)
Save on Vacation: 5 Ways to Save More on Vacation Expenses (3:05)
Save on Other Expenses: 8 Ways to Save More on Other Expenses (7:51)
Exercise #3: Creating Your NEW & IMPROVED Income Statement (2:03)
Exercise #4: Analyzing Your CURRENT and New+IMPROVED Income Statement (5:46)
Exercise #5: Save Money Meeting (1:42)
Exercise #6: Save Money Checklist (2:52)

Changing Your Perception of Saving Money + Saving Money and Your Kids

Changing Your Perception of Money (13:48)
Saving Money & Your Kids (8:29)

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 (3:38)
Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”) (4:11)
Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What You Owe”) (5:41)
Exercise #8: Analyzing Your Balance Sheet (4:15)
Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together (4:52)
Side Note: Should You Hire a Financial Advisor to Help Protect Your Money? (5:23)

Protect Your Money with These Tax Strategies

Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!) (10:35)
How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay (17:56)
Exercise #10: How Much Do You Need to Retire? (6:09)
Tax Incentives Help You Save BIG TIME for Education_School Expenses (3:42)
Exercise #11: How Much Do You Need for Education Expenses? (1:04)
Other Potential Company Sponsored Tax Savings Plans (1:34)
Exercise #12: Pay Less Tax Strategies (1:15)

Protect $ by Having an Organized Filing System, Tracking Bills & More

Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing System (18:01)
Websites & Apps to Help You Track and Manage Your Spending (6:12)
Quicken on a PC to Manage Your Money (8:37)
Quicken on a Mac to Manage Your Money (6:49)

Protect Your Money by Creating a Budget & Picking the Right Bank

Introduction to Protecting Your Money by Making a Monthly Budget (2:22)
Exercise #14: Budget Planning (4:31)
Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks (8:25)
Exercise #15; Is Your Money Safe? Protect Your Money by Using the Right Bank (6:15)

Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score

Wills and Trusts (5:15)
Viewing, Understanding and Fixing Your Credit Score_Rating (So You Can Get a Loan or Mortgage) (10:33)

Protect Your Family and Your Assets with Insurance Products

Introduction to Insurance (10:05)
Life Insurance (6:09)
Auto Insurance (2:26)
Home and Property Insurance (4:45)
Health Insurance (1:31)
Side Note: Protect Your Money by Preventing Identity Theft (9:19)

Protecting Your Money, Credit Cards, Loans and Leases

Credit Cards (6:53)
Loans (5:11)
Leases (5:26)

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 (10:27)
Exercise #16: Protect Money Checklist (0:37)

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 (10:11)
Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth! (4:21)
Make More by Learning How to Avoid Paying High Investment Fees (10:23)

Index Funds Examples

An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard” (4:30)
Examples of Other ETFs to Buy Index Products From (9:10)
Side Note: Outta Sight and Outta Mind (1:52)

Introduction to your Investment Portfolio Management System

Managing Your Investments with Your Investment Portfolio Management System (8:40)
Exercise 18: Populating Your Investment Portfolio Management System (meaning Your Portfolio) (11:24)

Make Money with Stocks

Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules (14:39)
Investment Data Basics (See SECTION A on Your Investment Portfolio Management System) (9:42)
Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfolio Mgmt Syst.) (2:58)
Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.) (7:39)
Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.) (4:12)
Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.) (12:44)
Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.) (0:26)

Stock Valuations, Mutual Funds & Warren Buffett’s Favorite Type of Investments

Exercise #19: Stock Valuations (16:58)
Mutual Funds (3:48)
Side Note: What Are Warren Buffett’s Favorite Types of Investments? (1:45)

Make Money with Bonds & Commodities (& Understanding Interest Rates)

Introduction to Interest Rates, Bonds and “The Bigger Picture” (4:31)
Global Economics and Why this Matters to Personal Investors (13:17)
Understanding Foreign Exchange Currency Movements (8:08)
Bonds and How Can Governments Stimulate the Economy? (10:25)
PART1 How do Bonds Work (With Real Corporate and International Government Examples) 1 (9:40)
PART2 How do Bonds Work (With Real Corporate and International Government Examples) (18:35)
Exercise #20: Adding Bond Investments to Your Portfolio (5:54)
Investing in Commodities (8:14)
Exercise #21: Adding Commodity Investments to Your Portfolio (6:24)

Make Money with Real Estate

Introduction to Your Most Important Personal Investment & How Much Should You Spend on a House? (13:38)
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More) (8:10)
Exercise 22: Mortgage Calculator (3:55)
Investment Property: What You Need to Know if Considering Investment Properties (12:03)
Investment Property: How Much Should You Spend on an Investment Property? (3:09)
Exercise #23: Adding Real Estate Investment Trust Investments to Your Portfolio (7:00)
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” (13:41)
PART 1 Exercise #24: Diversification & Your Model Portfolio (20:19)
PART 2 Exercise #24: Diversification & Your Model Portfolio (3:32)
Exercise #25: Make Money Checklist (0:42)

Course Conclusion & Customizing Your Complete Personal Finance Excel Dashboard

Course Conclusion and Next Steps (1:37)
Introduction to Creating and Customizing Your Own Complete Personal Finance Excel Dashboard Lecture 1 of 3 (1:16)
How to Create the Buttons at the Top of Your Excel Dashboard (19:59)
How to Create the 1st Tab Called "Dashboard Summary" (20:31)
PART 1 How to Create the 2nd Tab Called "Settings" (18:49)
PART 2 How to Create the 2nd Tab Called "Settings" (12:06)
How to Create the 3rd and 4th Tabs (Meaning the Exercise 1 + Exercise 2&3 Tabs) (15:11)
How to Create the 5th-8th Tabs (Meaning Exercises 4-6 & All Save Money Ex. Tab) (12:57)
How to Create the 9th-19th Tabs (Meaning Exercises 7-17 & All Protect $ Ex. Tab) (16:03)
How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 1 of 2 (19:28)
How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 2 of 2 (9:25)
How to Create the 22nd-32nd Tabs (Meaning Exercises 19-25 & All Other Tabs) (5:06)

Introduction to Interest Rates, Bonds and “The Bigger Picture”

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