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Personal Finance Concepts for Everyday Decision-Making

Personal Finance Concepts for Everyday Decision-Making

41mGeneral2023-08-02

Authors

Jasper Smith

Jasper Smith

Course details

Looking to get a hold of your personal finances, but not sure where to start? Financial planning is just like a puzzle; however, it doesn’t have to cause you stress. In this course, instructor Jasper Smith gives you an overview of the fundamentals of financial planning. Explore the basics of money management, credit, protection, investments, and retirement.

From setting goals to tracking spending, paying down debt, and exercising benefits, find out how to create a long-term financial plan that works best for your personal needs. Jasper helps you align your financial goals to make smarter financial decisions, offering tips to take advantage of life and disability insurance and make better strategic investments. By the end of this course, you’ll be ready to start setting new goals and changing the way you think—and feel—about money.

Skills covered

Personal FinanceProfessional DevelopmentOne-Off

Concepts

0. Introduction

  • 01 - Financial planning is like a puzzle

1. Your Mindset around Money Management

  • 02 - Taking inventory of your finances
  • 03 - Setting your financial goals
  • 04 - Tracking monthly spending

2. Let's Talk about Credit

  • 05 - Make credit work for you
  • 06 - How to build or rebuild your credit
  • 07 - Paying down debt like a pro

3. Protection Is Key

  • 08 - Understanding employee benefits
  • 09 - Life insurance 101
  • 10 - Disability insurance 101

4. Investments and Retirement

  • 11 - Create an investment strategy
  • 12 - Choosing where to invest
  • 13 - Planning for your retirement

Conclusion

  • 14 - Executing your financial plan

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