Personal Finance Tips Weekly
2h 49mBeginner2019-03-28
Authors
Jane Barratt
Chief Advocacy Officer at MX Technologies, Inc.
Amanda Clayman
Financial Wellness Clinician
Course details
Build a healthy financial life—one week at a time. Investment advisor Jane Barrett and financial therapist Amanda Clayman have teamed up for this weekly series of personal finance tips. Every Tuesday they provide advice on a different financial topic, from talking to family members about money and assessing job offers, to paying off debt and avoiding bad investments. Jane and Amanda include tips for new parents, new grads, freelancers, and anyone else who has ever needed to develop healthier financial habits.
Skills covered
Personal FinanceSerial (Weekly)Professional Development
Concepts
0. Introduction
- 01 - Welcome
Your Money Management
- 02 - Do you need a financial advisor
- 03 - Graduation - Don t get crushed by student loan mistakes
- 04 - When a splurge makes good sense
- 05 - Arbor Day - Planting seed for your financial future
- 06 - The danger of deprivation mode
- 07 - Mother's Day - Learning from savvy moms
- 08 - When good debt is dangerous
- 09 - Should you break up with your bank
- 10 - Should you automate your finances
- 11 - Financial checklist for fresh grads
- 12 - Father's Day - Talking to your parents about money
- 13 - Stop the boom and bust cycle of budgeting
- 14 - Create healthy money habits
- 15 - Create a powerful money mindset
- 16 - Stay motivated when paying off debt
- 17 - Reduce your financial stress
- 18 - Behavioral economics - Invest smarter
- 19 - Neuroeconomics and you
- 20 - When is it smart to invest in yourself
- 21 - How to assess the real value of a job offer
- 22 - Stock options versus stock grants
- 23 - What to do with stock options and grants
- 24 - Labor Day - Putting your money to work for you
- 25 - When you can't make ends meet
- 26 - Benchmarking yourself - Are you being paid what you re worth
- 27 - Financial tips for freelancers
- 28 - The introvert s guide to earning more
- 29 - Should your dating profile include your income
- 30 - Make family finances fun
- 31 - Develop a growth vs. consumption mindset for kids
- 32 - Halloween - Spooky scammer stories
- 33 - Set healthy financial boundaries
- 34 - Pros and cons of stay-at-home parenting
- 35 - Black Friday - Savvy spending
- 36 - Focus on gratitude and giving back
- 37 - Should you loan money to loved ones
- 38 - Overdraft protection
- 39 - Teach kids to give back
- 40 - Close this year and start the next year strong
- 41 - New Year - How to save more this year
- 42 - Challenges with inheritance
- 43 - The money talk - Aging parents
- 44 - Bonus time
- 45 - Groundhog Day - Don t repeat financial mistakes
- 46 - Financial checklist - New job
- 47 - Valentine's Day - Insuring what you love most
- 48 - Financial checklist - Newly single
- 49 - Financial checklist - Newly engaged couples
- 50 - Financial checklist - Sandwich generation
- 51 - Tax prep - Finding money at tax time
- 52 - Financial checklist - Major life milestones
- 53 - Get back on track after blowing your budget
Related courses
Related learn paths
- Getting Started in Finance and Accounting
- Caring for Your Total Well-Being as an Employee
- Caring for Your Total Well-Being as a Manager
- The Top Skills Finance Professionals Have Right Now
- Become an Economist
- Become a Corporate Financial Planning Analyst
- Strategic Execution and Business Impact for Aspiring Managers
- Entrepreneurship Learning Pathway