Explore basic topics in everyday personal finance, from insurance, retirement, and investments to money management and credit.
Overview
Syllabus
Introduction
- Financial planning is like a puzzle
- Taking inventory of your finances
- Setting your financial goals
- Tracking monthly spending
- Make credit work for you
- How to build or rebuild your credit
- Paying down debt like a pro
- Understanding employee benefits
- Life insurance 101
- Disability insurance 101
- Create an investment strategy
- Choosing where to invest
- Planning for your retirement
- Executing your financial plan
Taught by
Jasper Smith