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Dreams, Not Debt
Section 1: Why is Financial Planning So Important?
1.1 Course Introduction
1.2 Disclosure and Disclaimer
1.3 Why is Financial Planning So Important in Fall 2023? (14:36)
1.4 Goal Setting with Your Life Value Calculator (5:16)
Section 2: Cash Flow and Budgeting
2.1 Net Worth Statement: Figure Out Where You're Starting From (4:40)
2.2 Cash Flow Statement: Figure Out Where Your Money is Going (7:04)
2.3 Choose One of These Three Methods to Track Your Spending (8:39)
Section 3: Tax Planning: How to Keep More of What You Earn
3.1 Understanding Your Paycheck (5:42)
3.2 Saving Money on Taxes as an Employee (W-2) (4:41)
3.3 Saving Money on Taxes as a Business Owner or Contractor (1099, S-Corp, C-Corp) (8:42)
3.4 Avoiding Taxes on Big Transactions and Life Events (5:56)
Section 4: Asset Protection and Insurance Planning: How to Avoid Worst Case Scenarios
4.1 How to Protect Your Assets (8:35)
4.2 When and How to Buy Life Insurance (4:16)
4.3 When and How to Buy Disability Insurance (6:26)
4.4 Auto, Home & Renter's Insurance (4:42)
4.5 Health Insurance: Hacks you probably don't know about (9:12)
4.6 What Would You Need in a Financial Emergency? (6:35)
Section 5: Plan for Life's Biggest Milestones
Module 5 Intro: Goal-Based Investing (2:20)
5.1 Buying a House: What You Need to Know (11:25)
5.2 Getting Married: Tips to Save Money & Enjoy the Experience (5:42)
5.3 Buying or Owning a Business: Tips to Reduce Stress While Earning More Money (5:49)
5.4 How to Confidently Buy a Car (and maybe even save on taxes too) (4:04)
5.5 Having Kids: Big Expenses to Know About (8:57)
5.6 Saving for College: Tools to Help the Next Generation (6:51)
5.7 Planning for Retirement (5:04)
Section 6: Putting it All Together
6.1 Write Out and Commit to Your Plan (15:02)
6.2 Conclusion: Identify What's Holding You Back from Your Dreams and Overcome It (1:07)
Bonus Content
Q&A 1: June 23, 2022 (54:57)
3.2 Saving Money on Taxes as an Employee (W-2)
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