The Complete Personal Finance Save Protect Make More

3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.

Last updated 2022-01-10 | 4.7

- 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:

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)

* Requirements

* No prior finance or accounting or Excel experience is required to take this course. Please note that Excel 2013 (or a newer version) is recommended in order to complete some of the exercises in this course. The Excel exercises in this course work on the Windows and Mac versions of Excel. Thanks

Description

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

23 sections • 122 lectures

Course Introduction & How to Take this Course 3 lectures

Thank You Message from Chris Preview 00:02

Course Introduction (Are You Ready to Save, Make & Protect Your Money?) Preview 05:58

How to Take this Course (and Using Your “Complete Personal Finance Dashboard”) Preview 11:50

Part 1 of 3: Save [MORE] Money & Making Your Money Work For You! 4 lectures

Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest! Preview 20:14

Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!) Preview 01:08

Answers to Exercise #1, Questions 1 through 7: Time Value of Money Preview 16:54

Answers to Exercise #1, Questions 8 through 10: Time Value of Money Preview 06:28

Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement 3 lectures

What is a Personal Income Statement and Why is this Very Important? Preview 02:04

Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement Preview 05:56

Discussion of Your Answers to Exercise #2 Preview 01:12

More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement 22 lectures

Introduction to Completing Your NEW & IMPROVED Income Statement Preview 06:16

Save on Taxes: 14 Ways to Save More on Taxes Preview 16:50

Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense Preview 14:17

Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses Preview 08:36

Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses Preview 05:45

Save on Debt Payments: 7 Ways to Save More on Debt Expenses Preview 05:58

Save on Education: 4 Ways to Save More on Education Expenses Preview 02:21

Save on Entertainment: 7 Ways to Save More on Entertainment Expenses Preview 05:23

The Complete Personal Finance Save Protect Make More

3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.

What you'll learn

* Requirements

Description

Course content

Thank You Message from Chris Preview 00:02

Course Introduction (Are You Ready to Save, Make & Protect Your Money?) Preview 05:58

How to Take this Course (and Using Your “Complete Personal Finance Dashboard”) Preview 11:50

Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest! Preview 20:14

Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!) Preview 01:08

Answers to Exercise #1, Questions 1 through 7: Time Value of Money Preview 16:54

Answers to Exercise #1, Questions 8 through 10: Time Value of Money Preview 06:28

What is a Personal Income Statement and Why is this Very Important? Preview 02:04

Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement Preview 05:56

Discussion of Your Answers to Exercise #2 Preview 01:12

Introduction to Completing Your NEW & IMPROVED Income Statement Preview 06:16

Save on Taxes: 14 Ways to Save More on Taxes Preview 16:50

Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense Preview 14:17

Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses Preview 08:36

Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses Preview 05:45

Save on Debt Payments: 7 Ways to Save More on Debt Expenses Preview 05:58

Save on Education: 4 Ways to Save More on Education Expenses Preview 02:21

Save on Entertainment: 7 Ways to Save More on Entertainment Expenses Preview 05:23

Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses Preview 06:57

Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses Preview 09:31

Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses Preview 04:08

Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses Preview 03:09

Save on Housing: 10 Ways to Save More on Housing Expenses Preview 11:10

Save on Personal Care: 5 Ways to Save More on Personal Care Expenses Preview 05:45

Save on Pets: 5 Ways to Save More on Pet Related Expenses Preview 01:42

Save on Shopping: 16 Ways to Save More on Shopping Expenses Preview 12:26

Save on Vacation: 5 Ways to Save More on Vacation Expenses Preview 03:05

Save on Other Expenses: 8 Ways to Save More on Other Expenses Preview 07:51

Exercise #3: Creating Your NEW & IMPROVED Income Statement Preview 02:03

Exercise #4: Analyzing Your CURRENT and New & IMPROVED Income Statement Preview 05:46

Exercise #5: Save Money Meeting Preview 01:42

Exercise #6: Save Money Checklist Preview 02:52

Changing Your Perception of Money Preview 13:48

Saving Money & Your Kids Preview 08:29

Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course Preview 03:38

Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”) Preview 04:10

Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What Preview 05:41

Exercise #8: Analyzing Your Balance Sheet Preview 04:15

Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together Preview 04:52

Side Note: Should You Hire a Financial Advisor to Help Protect Your Money? Preview 05:23

Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!) Preview 10:35

How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay Preview 17:56

Exercise #10: How Much Do You Need to Retire? Preview 06:09

Tax Incentives Help You Save BIG TIME for Education/School Expenses Preview 03:42

Exercise #11: How Much Do You Need for Education Expenses? Preview 01:04

Other Potential Company Sponsored Tax Savings Plans Preview 01:34

Exercise #12: Pay Less Tax Strategies Preview 01:15

Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing Preview 18:01

Websites & Apps to Help You Track and Manage Your Spending Preview 06:12

Quicken on a PC to Manage Your Money Preview 08:37

Quicken on a Mac to Manage Your Money Preview 06:49

Introduction to Protecting Your Money by Making a Monthly Budget Preview 02:22

Exercise #14: Budget Planning Preview 04:31

Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks? Preview 08:25

Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank Preview 06:15

Wills and Trusts Preview 05:15

Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa Preview 10:32

Introduction to Insurance Preview 10:04

Life Insurance Preview 06:09

Auto Insurance Preview 02:26

Home and Property Insurance Preview 04:45

Health Insurance Preview 01:31

Side Note: Protect Your Money by Preventing Identity Theft Preview 09:19

Credit Cards Preview 06:52

Loans Preview 05:11

Leases Preview 05:26

They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked Preview 09:11

Exercise #16: Protect Money Checklist Preview 00:37

Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course Preview 10:11

Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth! Preview 04:21

Make More by Learning How to Avoid Paying High Investment Fees Preview 10:23

An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard” Preview 04:30

Examples of Other ETFs to Buy Index Products From Preview 09:10

Side Note: Outta Sight and Outta Mind Preview 01:52