Build a healthy financial life-one week at a time. Investment advisor Jane Barrett and financial therapist Amanda Clayman provide weekly personal finance tips.
Overview
Syllabus
Introduction
- Welcome
- Do you need a financial advisor?
- Graduation: Don’t get crushed by student loan mistakes
- When a splurge makes good sense
- Arbor Day: Planting seed for your financial future
- The danger of deprivation mode
- Mother's Day: Learning from savvy moms
- When “good debt” is dangerous
- Should you break up with your bank?
- Should you automate your finances?
- Financial checklist for fresh grads
- Father's Day: Talking to your parents about money
- Stop the “boom and bust” cycle of budgeting
- Create healthy money habits
- Create a powerful money mindset
- Stay motivated when paying off debt
- Reduce your financial stress
- Behavioral economics: Invest smarter
- Neuroeconomics and you
- When is it smart to invest in yourself?
- How to assess the real value of a job offer?
- Stock options versus stock grants
- What to do with stock options and grants
- Labor Day: Putting your money to work for you
- When you can't make ends meet
- Benchmarking yourself: Are you being paid what you’re worth?
- Financial tips for freelancers
- The introvert’s guide to earning more
- Should your dating profile include your income?
- Make family finances fun
- Develop a growth vs. consumption mindset for kids
- Halloween: Spooky scammer stories
- Set healthy financial boundaries
- Pros and cons of stay-at-home parenting
- Black Friday: Savvy spending
- Focus on gratitude and giving back
- Should you loan money to loved ones?
- Overdraft protection
- Teach kids to give back
- Close this year and start the next year strong
- New Year: How to save more this year
- Challenges with inheritance
- The money talk: Aging parents
- Bonus time
- Groundhog Day: Don’t repeat financial mistakes
- Financial checklist: New job
- Valentine's Day: Insuring what you love most
- Financial checklist: Newly single
- Financial checklist: Newly engaged couples
- Financial checklist: Sandwich generation
- Tax prep: Finding money at tax time
- Financial checklist: Major life milestones
- Get back on track after blowing your budget
Taught by
Amanda Clayman and Jane Barratt
