The Complete Personal Finance Course: Save/Protect/Make More
About Course
Learn how to save, protect, and make more money with this comprehensive personal finance course, completely free of cost! This course is offered on Theetay from platforms like Udemy, Udacity, Coursera, MasterClass, NearPeer, and more.
Taught by an award-winning business professor, Columbia University MBA graduate, and former Goldman Sachs employee, this course will guide you through the fundamentals of personal finance, covering topics such as:
- Budgeting and expense reduction
- Credit score improvement
- Wills, trusts, and estate planning
- Retirement planning
- Investing in stocks, bonds, commodities, and real estate
- Creating a diversified investment portfolio
- Minimizing banking and investment fees
This course includes a comprehensive Excel spreadsheet with over 25 exercises to help you apply your newfound knowledge and reach your financial goals. No prior finance, accounting, or Excel experience is required. Start your journey towards financial success today!
What Will You 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)
Course Content
Course Introduction How to Take this Course
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A Message from the Professor
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– Course Introduction Are You Ready to Save Make Protect Your Money
05:58 -
– 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
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– Introduction to Saving MORE Money the AMAZING Power of Compound Interest
20:14 -
– Exercise 1 Time Value of Money Small Changes Lead to Fortunes Later in Life
01:08 -
– Answers to Exercise 1 Questions 1 through 7 Time Value of Money
16:54 -
– Answers to Exercise 1 Questions 8 through 10 Time Value of Money
06:28
Save by Calculating Where Your Cash is Going Your CURRENT Income Statement
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– What is a Personal Income Statement and Why is this Very Important
02:04 -
– Exercise 2 Money In Money Out Creating Your CURRENT Income Statement
05:56 -
– Discussion of Your Answers to Exercise 2
01:13
More than 100 Ways to Save MUCH MoreCreating Your NEWIMPROVED Income Statement
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– Introduction to Completing Your NEW IMPROVED Income Statement
06:16 -
– Save on Taxes 14 Ways to Save More on Taxes
16:50 -
– Save on Car Transportation 13 Ways to Save More on CarTransportation Expense
14:17 -
– Save on ChildChild Care 5 Ways to Save More on ChildChild Care Expenses
08:37 -
– Save on CommunicationsComputer 6 Ways to Save More on PhoneComputer Expenses
05:46 -
– Save on Debt Payments 7 Ways to Save More on Debt Expenses
05:58 -
– Save on Education 4 Ways to Save More on Education Expenses
02:21 -
– Save on Entertainment 7 Ways to Save More on Entertainment Expenses
05:23 -
– Save on Fees Many are Hidden 6 Ways to Save More on Fees Expenses
06:57 -
– Save on Food Drinks 13 Ways to Save More on Food Drinks Expenses
09:31 -
– Save on Gifts Donations 4 Ways to Save More on Gifts Donation Expenses
04:08 -
– Save on HealthFitnessLife Insurance 4 Ways to Save More on Health Expenses
03:09 -
– 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
05:45 -
– Save on Pets 5 Ways to Save More on Pet Related Expenses
01:42 -
– Save on Shopping 16 Ways to Save More on Shopping Expenses
12:27 -
– Save on Vacation 5 Ways to Save More on Vacation Expenses
03:05 -
– Save on Other Expenses 8 Ways to Save More on Other Expenses
07:51 -
– Exercise 3 Creating Your NEW IMPROVED Income Statement
02:03 -
– Exercise 4 Analyzing Your CURRENT and New IMPROVED Income Statement
05:46 -
– Exercise 5 Save Money Meeting
01:42 -
– Exercise 6 Save Money Checklist
02:52 -
– Side Note How Accurate is the TV Show Billions
27:40
Changing Your Perception of Saving Money Saving Money and Your Kids
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– Changing Your Perception of Money
13:49 -
– Saving Money Your Kids
08:29
Part 2 of 3 Protect MORE Money Many Ways to Protect Your Money
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– Intro to Protecting Your Money The What Why How of Part 2 of the Course
03:38 -
– Protect Your Money by Understanding Your Net Worth Your Balance Sheet
04:11 -
– Exercise 7 Creating Understanding Your Balance Sheet What You Own and What
05:41 -
– Exercise 8 Analyzing Your Balance Sheet
04:15 -
– Exercise 9 Analyzing Your Balance Sheet AND Your Income Statement Together
04:52 -
– Side Note Should You Hire a Financial Advisor to Help Protect Your Money
05:23
Protect Your Money with These Tax Strategies
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– Keep All Receipts Consider Hiring an Accountant Theyre GREAT Investments
10:35 -
– How TaxesRetirement Accounts Work Why We Need to Minimize How Much Tax We Pay
17:56 -
– Exercise 10 How Much Do You Need to Retire
06:09 -
– Tax Incentives Help You Save BIG TIME for EducationSchool Expenses
03:42 -
– Exercise 11 How Much Do You Need for Education Expenses
01:04 -
– Other Potential Company Sponsored Tax Savings Plans
01:34 -
– Exercise 12 Pay Less Tax Strategies
01:15
Protect by Having an Organized Filing System Tracking Bills More
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– Exercise 13 A Simple Effective Money Taxes Receipts and Statements Filing
18:01 -
– Websites Apps to Help You Track and Manage Your Spending
06:12 -
– Quicken on a PC to Manage Your Money
08:37 -
– Quicken on a Mac to Manage Your Money
06:49
Protect Your Money by Creating a Budget Picking the Right Bank
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– Introduction to Protecting Your Money by Making a Monthly Budget
02:22 -
– Exercise 14 Budget Planning
04:31 -
– Is Your Safe Are Your Getting Ripped off on Fees Should You Switch Banks
08:25 -
– Exercise 15 Is Your Money Safe Protect Your Money by Using the Right Bank
06:15
Protect Your Family with Wills Trusts and Accessing Fixing Your Credit Score
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– Wills and Trusts
05:15 -
– Viewing Understanding and Fixing Your Credit ScoreRating So You Can Get a Loa
10:32
Protect Your Family and Your Assets with Insurance Products
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– Introduction to Insurance
10:05 -
– Life Insurance
06:09 -
– Auto Insurance
02:26 -
– Home and Property Insurance
04:45 -
– Health Insurance
01:31 -
– Side Note Protect Your Money by Preventing Identity Theft
09:19
Protecting Your Money Credit Cards Loans and Leases
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– Credit Cards
06:53 -
– Loans
05:11 -
– Leases
05:27
Profiles of Successful Wealthy People How they Protect and Manage Their Money
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– They Stay Wealthy for a Reason 5 Characteristics of Billionaires I Have Worked
09:11 -
– Exercise 16 Protect Money Checklist
00:37
Part 3 of 3 Make MORE Money Ways to Make Your Money Work for You
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– 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
04:21 -
– Make More by Learning How to Avoid Paying High Investment Fees
10:23
Index Funds Examples
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– An Example of a GREAT Index Fund Firm to Buy Financial Products from Vanguard
04:30 -
– Examples of Other ETFs to Buy Index Products From
09:10 -
– Side Note Outta Sight and Outta Mind
01:52
Introduction to your Investment Portfolio Management System
-
– Managing Your Investments with Your Investment Portfolio Management System
08:40 -
– Exercise 18 Populating Your Investment Portfolio Management System meaning You
11:24
Make Money with Stocks
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– Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
14:38 -
– Investment Data Basics See SECTION A on Your Investment Portfolio Management Sy
09:42 -
– Your Ownership Amounts in Stocks and ETFs See SECTION B on Your Invstmt Portfol
02:58 -
– Risk Management See SECTION C on Your Invstmt Portfolio Mgmt Syst
07:39 -
– Sector and Stock Drivers See SECTION D on Your Invstmt Portfolio Mgmt Syst
04:12 -
– 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
00:26
Stock Valuations Mutual Funds Warren Buffetts Favorite Type of Investments
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– Exercise 19 Stock Valuations
16:58 -
– Mutual Funds
03:48 -
– Side Note What Are Warren Buffetts Favorite Types of Investments
01:45
Make Money with Bonds Commodities Understanding Interest Rates
-
– Introduction to Interest Rates Bonds and The Bigger Picture
04:31 -
– Global Economics and Why this Matters to Personal Investors
13:17 -
– How Why Do Interest Rates Change Why this is Important for Investors to Unde
21:09 -
– Understanding Foreign Exchange Currency Movements
08:09 -
– Bonds and How Can Governments Stimulate the Economy
10:25 -
– How do Bonds Work Part 1With Real Corporate International Government Examples
09:40 -
– How do Bonds Work Part 2With Real Corporate International Government Examples
18:35 -
– Exercise 20 Adding Bond Investments to Your Portfolio
05:54 -
– Investing in Commodities
08:14 -
– Exercise 21 Adding Commodity Investments to Your Portfolio
06:24
Make Money with Real Estate
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– Introduction to Your Most Important Personal Investment How Much Should You Sp
13:38 -
– How Mortgages Work How to Calculate Payments Fixed Rates Versus Interest Only
08:10 -
– Exercise 22 Mortgage Calculator
03:55 -
– Investment Property What You Need to Know if Considering Investment Properties
12:03 -
– Investment Property How Much Should You Spend on an Investment Property
03:09 -
– Exercise 23 Adding Real Estate Investment Trust Investments to Your Portfolio
07:00 -
– Side Note Investment Types to Consider Avoiding Given Liquidity Risks
09:00
Make More with Diversification Your Make Money Checklist
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– Diversification Strategies and Your Diversified Model Portfolio
13:41 -
– Exercise 24 Diversification Your Model Portfolio Part 1
20:19 -
– Exercise 24 Diversification Your Model Portfolio Part 2
03:32 -
– Exercise 25 Make Money Checklist
00:42 -
– Side Note Should You Start Your Own Business Have 1 Income Stream 100 YES
04:45
Course Conclusion Customizing Your Complete Personal Finance Excel Dashboard
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– Course Conclusion and Next Steps
01:37 -
– Introduction to Customizing Your Complete Personal Finance Excel Dashboard
01:16 -
– How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 1 of 2
19:59 -
– How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 2 of 2
06:00 -
– How to Create the 1st Tab Called Dashboard Summary
20:31 -
– How to Create the 2nd Tab Called Settings Part 1 of 2
18:49 -
– How to Create the 2nd Tab Called Settings Part 2 of 2
12:06 -
– How to Create the 3rd and 4th Tabs Meaning the Exercise 1 Exercise 23 Tabs
15:11 -
– How to Create the 5th8th Tabs Meaning Exercises 46 All Save Money Ex Tab
12:57 -
– How to Create the 9th19th Tabs Meaning Exercises 716 All Protect Ex Tab
16:03 -
– How to Create the 20th21st Tabs Meaning Exercises 17 and 18 Part 1 of 2
19:28 -
– How to Create the 20th21st Tabs Meaning Exercises 17 and 18 Part 2 of 2
09:25 -
– How to Create the 22nd32nd Tabs Meaning Exercises 1925 All Other Tabs
05:06
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