Srbija Posted October 29, 2022 Share #1 Posted October 29, 2022 Personal Financial Well-Being Last updated 7/2018 MP4 | Video: h264, 960x540 | Audio: AAC, 44.1 KHz Language: English | Size: 7.43 GB | Duration: 10h 36m Understanding Your Financial Life What you'll learn Master Personal Financial Well Being Understand Personal Budgeting Understand Debt Management Understand Personal Income Taxes Understand Retirement Planning Understanding Determining Wealth Understand Basic & Advanced Investing Understand Insurance Understand Estate Planning Requirements Desire to Acquire Personal Financial Well Being Basic math skills Basic Excel Spreadsheet skills desirable Description Money is important. Money sets limits on your dreams, hinders or magnifies your happiness, and dictates the quality of your life. And yet... They taught you next to NOTHING about how to manage it in school! The result has been a generation who has mismanaged budgets, racked up debts, defaulted on mortgages, lost investments, and failed to keep retirement plans. While a small proportion of the country has figured out how to make money work for them, most of us are part of the shrinking middle class who are losing out. That's where Personal Financial Well Being comes in. University Instructor and former Silicon Valley Chief Financial Officer Richard Okumoto has developed this course for the Dot University to narrow the Wealth GAP and demystify personal money management. The course applies two core techniques which Accelerates Time-to-Knowledge. Starting with a landscape view then introducing primary building blocks provides an accelerated path to connect-the-dots on how money works: How do you manage your money? How do you manage debt? How do you determine your financial wealth? How do you pay your fair share of taxes, and nothing more? How do you prepare for retirement? How should you invest your money? How do you prepare your estate for when you pass on? Personal Financial Well Being means having the answers to all of these questions and knowing how they interlock and work together. The course is built on the following (3) CORE Building Blocks (GAP Approach): 1. Generating Positive Cash Flow - "Understanding your money to keep more of it!" Tools and techniques to understand your money. This includes: Personal Budgeting, Debt Management, Personal Income Taxes, and Retirement Planning (Part 1). 2. Accumulating Wealth - "Understanding Wealth; how to create it and how to hold onto it!" Tools and techniques to understand wealth creation and retention. This includes: Determining Wealth, Investing (part 1 & 2), and Retirement Planning (Part 2). 3. Protecting What you Have - "How to conquer Financial Risk!" Tools and techniques to understand asset protection. This includes: Insurance (part 1 & 2) and Estate Planning. Who might benefit from this Course - Anyone who wants to remove fear from finances and master their Personal Financial Well Being. Overview Section 1: Generating Positive Cash Flow > Personal Budgeting Lecture 1 Personal Budgeting Introduction Lecture 2 What Budgeting Looks Like Lecture 3 How to Budget: Start with a Goal Lecture 4 Collect Historical Data Lecture 5 Forecasting Income & Expenses Lecture 6 Managing Your Budget Lecture 7 Course Recap Section 2: Generating Positive Cash Flow > Debt Management Lecture 8 Introduction to Debt Management Lecture 9 What Debt Looks Like Lecture 10 Nature of Debt Lecture 11 Cost of Debt Lecture 12 Ability to Acquire Debt Lecture 13 Debt Recap Section 3: Generating Positive Cash Flow > Personal Income Taxes Lecture 14 Introduction to Personal Income Taxes Lecture 15 What Personal Taxes Look Like Lecture 16 Self-Assessment Lecture 17 Tax Rules (IRC) Lecture 18 Tax Reduction Variables Lecture 19 Tax Recap Section 4: Generating Positive Cash Flow > Retirement Planning Part 1 Lecture 20 Introduction to Retirement Planning Lecture 21 What Retirement-Part 1 Looks Like Lecture 22 Social Security & Medicare Lecture 23 Other Cash Generators Lecture 24 Defined Benefit Plan-Pension Lecture 25 Retirement Planning-Part 1 Recap Section 5: Accumulating Wealth > Determining Wealth Lecture 26 Introduction to Determining Wealth Lecture 27 What Wealth Looks Like Lecture 28 What are Assets Lecture 29 What is Asset Appreciation Lecture 30 What is Debt Lecture 31 Determining Wealth Recap Section 6: Accumulating Wealth > Basic Investing Lecture 32 Introduction to Basic Investing Lecture 33 What Basic Investing Looks Like Lecture 34 Cash & Cash Equivalent Investment Lecture 35 Stock Investments Lecture 36 Bond Investments Lecture 37 Mutual Fund Investments Lecture 38 Basic Investing Recap Section 7: Accumulating Wealth > Advanced Investing Lecture 39 Introduction to Advanced Investing Lecture 40 Higher Risk Investing Lecture 41 Managed Accounts Lecture 42 Real Estate Investing Lecture 43 Modern Portfolio Theory Lecture 44 Financial Service Professionals Lecture 45 Advanced Investing Recap Section 8: Accumulating Wealth > Retirement Planning Part 2 Lecture 46 Introduction to Retirement-Part 2 Lecture 47 What Retirement-Part 2 Looks Like Lecture 48 Personal After-Tax Savings Lecture 49 Personal Tax-Deferred Savings Lecture 50 Employer Tax-Deferred Savings Lecture 51 Retirement-Part 2 Recap Section 9: Protecting What You Have > Insurance Part 1 Lecture 52 Introduction to Insurance-Part 1 Lecture 53 Dealing with Risk Lecture 54 Personal Risk - Health Care Lecture 55 Personal Risk - If Bad Things Happen Lecture 56 Insurance-Part 1 Recap Section 10: Protecting What You Have > Insurance Part 2 Lecture 57 Introduction to Insurance-Part 2 Lecture 58 Homeowner Insurance Lecture 59 Car Insurance Lecture 60 Personal Liability Insurance Lecture 61 Insurance-Part 2 Recap Section 11: Protecting What You Have > Estate Planning Lecture 62 Introduction to Estate Planning Lecture 63 Estate Planning Process Lecture 64 Trusts Lecture 65 Wills Lecture 66 Powers of Appointment Lecture 67 Gift & Estate Taxes Lecture 68 Estate Planning Team Lecture 69 Estate Planning Recap Section 12: Tool Box Calculators Lecture 70 Compounding Explanation & Calculations Anyone who wants to take control of their money.,Anyone who wants to accumulate wealth. ,Anyone who wants to protect what's precious in life. 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