Confidently Navigate Your Financial Life
When it comes to your money, there are so many places where it's easy to misstep. But you don't have to fly blind as you try to avoid those mistakes - we want to help!
In this course we've put together an overview of 14 topics ranging from life insurance to hiring a financial planner to managing credit cards. Listen to a Certified Financial Planner® talk through each of these areas with a regular guy who asks the questions that you wish you could ask.
By the end, you might not be a financial whiz, but we do think you'll be well equipped to be sure that when it comes to your money, you DON'T BLOW IT!
Cryptocurrency
You may have heard of cryptocurrency or have an itch to try out some crypto investing yourself. Whether that's you, or whether you just want to be informed when the subject comes up, we want to be sure that you DON'T BLOW IT when it comes to crypto.
Saving for College
If you have to pick between the two, should you save for college or fund your retirement account? What kind of savings account should you use? How can you maximize your chances at financial aide? We'll talk all about educational savings in this lesson.
Retirement
Retirement is where many people's minds go first when they wonder if they're blowing it financially. But don't fret! In this lesson we'll talk about how to avoid the common pitfalls of long-term savings and where you should focus if you're trying to make sure that you're on track for a well-funded retirement.
Example Curriculum
- Introduction
- Saving vs. Investing (4:53)
- Planning For Retirement (5:07)
- Qualified Retirement Accounts (401ks, IRAs, etc.) (7:10)
- What to do with Cash? (6:40)
- Managing Credit Cards (6:09)
- Do I need a Financial Advisor? (9:08)
- When to hire a Tax Professional? (5:47)
- Saving for College (7:33)
- Buying a House (5:21)
- Life Insurance Basics (7:14)
- Bonds (5:54)
- Cryptocurrencies (6:47)
- Do I need a Will? Or a Trust? (7:13)
- Inheritance (5:24)
- You did it!