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2021 Essentials of Personal Finance
Information
Class Schedule and Meeting Links
0.1 Financial Snapshot
Session 1 - Changing Paradigms: Acquiring a wealthy mindset
1.1 Introduction
Introduction to Acquiring a Wealthy Mindset (video) (8:32)
1.2 Net Worth
Stop Acting Rich (video) (7:12)
1.3 Financial Myths
Properties of Money (video) (3:51)
1.4 Properties of Money
The 5 Peaks (video) (6:47)
1.5 The 5 Peaks
1.6 Review
1.7 Homework Assignments
Assignment: Session 1 Worksheet (Knowledge Check)
Additional Reading & Resources
Session 2 - Conscience Spending: I will be the 1 in 3
2.1 Introduction
Introduction to Budgeting (video) (7:20)
2.2 The "why" of budgeting
The "Why" of Budgeting (video) (7:18)
2.3 Budgeting Strategies and Example(video) (8:35)
2.4 Hands-On Budget Exercise(video) (27:33)
You Inc. (Slides)
Assignment: Session 2 Worksheet
Reading
Assignment: Prepare a Budget
Session 2 Recording (82:41)
Session 3 - The power of saving: It's not about how much you earn, but rather how much you keep
3.1 Introduction
The GOK Fund (video) (3:56)
3.2 GOK Fund
Exercise: Is it an Emergency?
Saving for Purchases and Wealth (Video) (4:43)
3.3 Sinking Fund for Purchases
3.4 Save for Building Wealth
Saving 15% of Income (video) (4:16)
Assignment: Session 3 Worksheet
Assignment: Calculate Your Emergency Fund Requirements
Reading
Session 3 Recording (58:28)
Session 4 -Debt debunked: don't buy this year's car with next year's income
4.1 Introduction
4.2 Common Debt Misconceptions and Mistakes
4.3 Credit Reports and Scores
4.4 Debt Pay-Down Strategies
4.5 Additional Tips
4.6 Assignment: Debt Payoff Strategy and Credit Report
Assignment: Session 4 Worksheet
Reading
Session 4 Recording (89:58)
Investing Basics
Investing Basics Part 1 Objectives
Investing Basics Part 2 Introduction
Investing Basics Part 3 Barriers to Investing
Investing Basics Part 4 Preparing Your Finances for Worry-Free Investing
Investing Basics Part 5 Calculating Your Retirement Number
Investing Basics Part 6 Demystifying the Process
Investing Basics Part 7 Dollar-Cost Averaging and the Fear Cycle
Investing Basics Part 8 Investment Vehicles
Investing Basics Part 9 Open an Account
Investing Basics Recording (133:26)
Session 5 - Widened perspectives: designing your legacy
Session 5: Widened Perspectives
Assignment: Session 5 Worksheet
Closing and final assignment
Teach online with
Stop Acting Rich (video)
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