Learn how to effectively navigate your finances to ensure you have a successful financial future. This course discusses savings, investments, insurance, and retirement.
Overview
Syllabus
Introduction: What Is Finance?
- Getting a handle on your finances
- Understanding how banks operate
- Understanding bank rates
- Using certificate of deposits
- Understanding credit scores
- The stock market
- Determining when to adjust assets
- Determining the value of a stock
- Setting up a brokerage account
- Investing with mutual funds
- Investing with ETFs
- How bonds work
- Diversifying your portfolio
- The basics of insurance
- The basics of life insurance
- The basics of property insurance
- Deciding whether HSAs are right for you
- Considering the four principles to retire
- Applying two rules for retirement
- Choosing between 401(k) and 403(b)
- Using Roth IRAs and SEP accounts
- Wrap up
Taught by
Michael McDonald
