The Language of Money

  1. Financial Planning

    6 lessons
    1. The Importance of Money Management
    2. The Inspiring Stuff
    3. The Basics: Pre-portfolio & Investing
    4. The Essential Financial Tools
    5. Available Recourses
    6. Financial Planning Quiz
  2. Budgeting

    7 lessons
    1. The Importance of Budgeting
    2. Types of Expenses
    3. Types of Income
    4. Steps to Control Your Budget
    5. Available Resources
    6. Budgeting quiz
    7. Budget Worksheet
  3. Debt

    8 lessons
    1. Understanding Debt Types
    2. Good Debt vs. Bad Debt
    3. Interest Rates: What You Need to Know
    4. Steps to Get Out of Debt
    5. Debt Example
    6. Available Resources
    7. Debt Quiz
    8. Debt Record Worksheet
  4. Credit

    9 lessons
    1. What is Credit
    2. What is My Credit Based On?
    3. Credit Deep Dive
    4. Increasing Your Credit Score
    5. Building Credit with No Credit
    6. How to Read a Credit Card Statement and a Credit Report
    7. Available Resources
    8. Credit Report Breakdown
    9. Credit Quiz
  5. Retirement Planning

    10 lessons
    1. Introduction to Retirement Planning
    2. The Stages of Retirement Planning
    3. Planning for Healthcare and Insurance in Retirement
    4. Social Security and Pensions
    5. Types of Investment Accounts
    6. Taxes and Tax Planning in Retirement
    7. Debt Management Before Retirement
    8. Withdrawal Strategies
    9. Retirement Case Studies
    10. Retirement Planning Quiz
  6. Intro to Alternative Investments

    12 lessons
    1. What are Alternative Investments?
    2. Private Markets
    3. Venture Capital Basics
    4. Understanding Real Assets
    5. Asset Allocation Templates
    6. Real Estate as an Alternative Investment
    7. Hedge Funds and Structured Products
    8. Risks and Challenges in Alternative Investments
    9. Future Trends in Alternative Investments
    10. Available Resources
    11. Intro to Alternative Investments Quiz
    12. Sample Investment Statements
  7. Insurance

    7 lessons
    1. Introduction to Insurance
    2. Types of Insurance
    3. How Insurance Works
    4. Making Money with Life insurance
    5. How to Use Life Insurance as a Wealth-Building Tool
    6. Risks of Using Insurance for Wealth-Building
    7. Insurance quiz
  8. Estate Planning

    7 lessons
    1. Introduction to Estate Planning
    2. Planning for Incapacity
    3. Choosing an Executor and Trustee
    4. Creating a Comprehensive Estate Plan
    5. Estate Planning for Different Life Stages
    6. Taking Action on your Estate Plan
    7. DOWN PAYMENT ASSISTANCE
  9. Downloadable Resources

    4 lessons
    1. 4 Easy Ways to Build Your Emergency Fund
    2. Take Control of Your Finances
    3. 9 Habits of Financially 9 Successful People
    4. Financial Dictionary
  10. Financial Freedom Workbooks

    8 lessons
    1. Daily Schedule
    2. HOW TO STOCKPILE $100,000 IN 15 YEARS
    3. The Financial Freedom Workbook
    4. Passive Profits
    5. Poor or Rich
    6. Settings Personal Goals
    7. Top 5 Money Mistakes
    8. Make Money from Your Hobby