Personal Finance Tips and Tricks

Course details

No matter where you are in your financial life, personal finance experts Jane Barratt and Amanda Clayman can help you get a handle on your finances and lay the groundwork for your financial future. Each video, they offer a new tip, designed to help you make smart decisions about your money. They discuss the financial considerations around going back to school, making sure you and your partner are financially compatible, retiring, having a child, paying off loans, and taking care of your pets. They also explain basic economic terms such as economic cycles, what the sharing economy is, and how to manage your asset to cash ratio.

Concepts

0. Introduction

01 - Welcome to the series

July 2016

02 - Little green lies
03 - The new frugality
04 - You're having a baby
05 - How to get financially naked
06 - How to budget for animal care

August 2016

07 - Prepare for back to school
08 - Education savings plans
09 - The sharing economy
10 - How to avoid hidden fees

September 2016

11 - Get value from financial advisors
12 - Socially conscious investing
13 - Debt repayment fast track
14 - How to rethink retirement
15 - Money management styles

October 2016

16 - How to make financial plans that stick
17 - Tips for first-time savings goals
18 - Take control of your financial data
19 - Ride financial ups and downs

November 2016

20 - What to do with a windfall
21 - Postgraduation decisions
22 - All about loans
23 - How to talk to kids about money

December 2016

24 - Asset rich and cash poor
25 - Financial tips for enaged couples
26 - Global traveler money tips
27 - How to understand economic cycles

January 2017

28 - Put your money where your heart is
29 - How to start investing
30 - Make a budget that works
31 - Create a virtual portfolio
32 - Separating the money - Breakups and divorce

February 2017

33 - Prepare for tax return time
34 - Retail therapy and other bad habits
35 - Create multiple income streams
36 - Money myths busted

March 2017

37 - How much tax do you really pay
38 - Money-toxic friends
39 - How to live on a fixed income
40 - Letting go of your family money story

April 2017

41 - Protect what's yours
42 - Work life balance
43 - How to ask for a raise
44 - Fiscally responsible festivities

May 2017

45 - Improving your credit score
46 - Options when you're out of options
47 - How to prepare for retirement
48 - Budgeting blind spots
49 - Buying or renting a house

June 2017

50 - Working with professionals
51 - Letting go of money mistakes
52 - 401(k) and IRA
53 - Young risk
54 - Lifelong money learning
55 - Conclusion of the series