The Language of Money
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Financial Planning
6 lessons- The Importance of Money Management
- The Inspiring Stuff
- The Basics: Pre-portfolio & Investing
- The Essential Financial Tools
- Available Recourses
- Financial Planning Quiz
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Budgeting
7 lessons- The Importance of Budgeting
- Types of Expenses
- Types of Income
- Steps to Control Your Budget
- Available Resources
- Budgeting quiz
- Budget Worksheet
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Debt
8 lessons- Understanding Debt Types
- Good Debt vs. Bad Debt
- Interest Rates: What You Need to Know
- Steps to Get Out of Debt
- Debt Example
- Available Resources
- Debt Quiz
- Debt Record Worksheet
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Credit
9 lessons- What is Credit
- What is My Credit Based On?
- Credit Deep Dive
- Increasing Your Credit Score
- Building Credit with No Credit
- How to Read a Credit Card Statement and a Credit Report
- Available Resources
- Credit Report Breakdown
- Credit Quiz
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Retirement Planning
10 lessons- Introduction to Retirement Planning
- The Stages of Retirement Planning
- Planning for Healthcare and Insurance in Retirement
- Social Security and Pensions
- Types of Investment Accounts
- Taxes and Tax Planning in Retirement
- Debt Management Before Retirement
- Withdrawal Strategies
- Retirement Case Studies
- Retirement Planning Quiz
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Intro to Alternative Investments
12 lessons- What are Alternative Investments?
- Private Markets
- Venture Capital Basics
- Understanding Real Assets
- Asset Allocation Templates
- Real Estate as an Alternative Investment
- Hedge Funds and Structured Products
- Risks and Challenges in Alternative Investments
- Future Trends in Alternative Investments
- Available Resources
- Intro to Alternative Investments Quiz
- Sample Investment Statements
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Insurance
7 lessons- Introduction to Insurance
- Types of Insurance
- How Insurance Works
- Making Money with Life insurance
- How to Use Life Insurance as a Wealth-Building Tool
- Risks of Using Insurance for Wealth-Building
- Insurance quiz
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Estate Planning
7 lessons- Introduction to Estate Planning
- Planning for Incapacity
- Choosing an Executor and Trustee
- Creating a Comprehensive Estate Plan
- Estate Planning for Different Life Stages
- Taking Action on your Estate Plan
- DOWN PAYMENT ASSISTANCE
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Downloadable Resources
4 lessons- 4 Easy Ways to Build Your Emergency Fund
- Take Control of Your Finances
- 9 Habits of Financially 9 Successful People
- Financial Dictionary
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Financial Freedom Workbooks
8 lessons- Daily Schedule
- HOW TO STOCKPILE $100,000 IN 15 YEARS
- The Financial Freedom Workbook
- Passive Profits
- Poor or Rich
- Settings Personal Goals
- Top 5 Money Mistakes
- Make Money from Your Hobby