The Complete Personal Finance Course: Save,Protect,Make More

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The Complete Personal Finance Course: Save,Protect,Make More
Last updated 2/2023
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 20.82 GB | Duration: 16h 15m

3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.



What you'll learn
Upon completion of this course, students will be able to save, protect and make much more so that their net worth is significantly higher in the long run. You will be a personal finance expert by the end of this course!
How to profit from the INCREDIBLE Power of Compound Interest
100+ Ways to Save More Including the following ways
14 Ways to Save More on Taxes
16 Ways to Save More on Shopping Expenses
13 Ways to Save More on Car/Transportation Expenses
10 Ways to Save More on Housing Expenses
5 Ways to Save More on Vacation Expenses
4 Ways to Save More on Gifts & Donation Expenses
6 Ways to Save More on Phone/Computer Expenses
13 Ways to Save More on Food & Drinks Expenses
7 Ways to Save More on Debt Expenses
4 Ways to Save More on Education Expenses
7 Ways to Save More on Entertainment Expenses
6 Ways to Save More on Fees Expenses
5 Ways to Save More on Child/Child Care Expenses
4 Ways to Save More on Health Expenses
5 Ways to Save More on Personal Care Expenses
5 Ways to Save More on Pet Related Expenses
How to Change Your Perception of Money
How to Teach Your Children About Saving
How to Protect Your Money by Understanding Your Net Worth (Creating and Understanding Your Balance Sheet .Meaning What You Own and What You Owe )
Understand if You Should Hire a Financial Advisor to Help Protect Your Money
Understand Why Hiring an Accountant Might be the Best Investment You Might Ever Make
How Taxes + Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
How Much You Need to Retire
Understand and Taking Advantage of Tax Incentives, which Help You Save BIG TIME for Education/School Expenses
How Much You Need for Education Expenses (for You or Your Kids)
How to Create Your NEW & IMPROVED Income Statement (Meaning Understanding Money In and Money Out)
Understand Your Company Sponsored Tax Savings Plans (if Applicable)
Use a Simple & Effective Money, Taxes, Receipts and Statements Filing System
Understand What are the Best Websites & Apps to Help You Track and Manage Your Spending
Use Quicken on a PC to Manage Your Money
Use Quicken on a Mac to Manage Your Money
Protect Your Money by Making a Monthly Budget
Avoid Getting Ripped off on Fees
Understanding Wills and Trusts
View, Understand and Fix Your Credit Score/Rating (So You Can Get a Loan or Mortgage)
Understand Life Insurance
Understand Auto Insurance
How to Pay Less Tax Strategies
Understand Home and Property Insurance
Understand Health Insurance
Prevent Identity Theft
Understand Credit Cards
Understand Loans
Understand Leases
What Are the Qualities of Billionaires (5 Characteristics of Billionaires I Have Worked For)
Understand the Damage that High Investment Fees Can do to Our Net Worth!
Make More by Learning How to Avoid Paying High Investment Fees
Understand Why and How to Pick Investments from Index Funds
Manage Your Investments with Your Investment Portfolio Management System (Included in the Course)
Populate Your Investment Portfolio Management System (meaning Your Portfolio)
How to Invest in Stocks and 4 CRUCIAL Stock Investing Rules
Investment Data Basics
Understand Risk Management
Understand What Makes Stocks, Bonds, Commodities and Real Estate Investments Go Up or Down
How to Do Your Own Investment Research (and Never Rely on the Pros )
Understand Mutual Funds
Know What Warren Buffett s Favorite Types of Investments Are
Understand Interest Rates, Bonds and The Bigger Picture
Know How Global Economics Works and Why this Matters to Personal Investors
How & Why Do Interest Rates Change & Why this is Important for Investors to Understand?
Understand Foreign Exchange Currency Movements
How Bonds Work and How Can Governments Stimulate the Economy?
Understand Real Bonds - No Theory! (With Real Corporate and International Government Bond Investment Examples)
How to Invest in Bonds
Add Bond Investments to Your Portfolio
How to Invest in Commodities
Add Commodity Investments to Your Portfolio
Introduction to Your Most Important Personal Investment & How Much Should to Spend on a House
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More)
How to Calculate Mortgage Payments and Know What Happens When Rates Change
What You Need to Know if Considering Investment Properties
How Much to Spend on an Investment Property
Understanding Real Estate Investment Trusts
Adding Real Estate Investment Trust Investments to Your Portfolio
Investment Types to Consider Avoiding Given Liquidity Risks
Diversification Strategies and Your Diversified Model Portfolio
Should You Start Your Own Business & Have >1 Income Stream? 100% YES!
Customize Your Own Complete Personal Finance Excel Dashboard (I Will Teach You How to Customize and Create Your Own Version of the Excel Dashboard Document Used for ALL 25 Exercises in this Course)


Requirements
No prior finance or accounting or Excel experience is required to take this course. Please note that Excel 2013 (or a newer version) is recommended in order to complete some of the exercises in this course. The Excel exercises in this course work on the Windows and Mac versions of Excel. Thanks


Description
Welcome to The COMPLETE Personal Finance Course! I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee). This course and the many exercises in this course is customized for literally EVERY Country & EVERY currency in the world!
By An Award Winning Business Professor, Columbia University MBA Graduate (Majored in Finance) and former Goldman Sachs Employee who is also the author of the #1 best selling business course on Udemy called An Entire MBA in 1 Course. He is also the author of 101 Crucial Lessons They Don t Teach You in Business School, which Forbes calls 1 of 6 books that all entrepreneurs need to read right now.
THIS COMPLETE PERSONAL FINANCE COURSE is 3 courses in 1: Save More Money, 2: Protect More Money, 3: Make More Money.
Also included in this course is a very comprehensive Excel spreadsheet that contains more than 25 exercises to help you save, protect and make more money. No prior finance or accounting or Excel experience is required to take this course.
Some of the many Save Money topics and exercises covered in the course include
How to analyze and significantly decrease your personal expenses so your net worth increases significantly in the long runMore than 100 ways to help you save much more moneyHow very small savings habits changes lead to fortunes later in life!
Some of the Protect Money topics and exercises covered in the course are

What are the secrets of billionaires?Understanding and improving your credit scoreWills, trusts and estate planningHow much should you spend on a house and how to calculate your mortgage paymentsCreating your perfect budgetThe best way to file taxesHow retirement accounts work and how to decrease the amount of taxes you will pay, which will lead to significant increases in your long term net worthProtecting your family and your possessions using insurance productsUnderstanding and increasing your net worth
Some of the Make Money topics and exercises covered in the course are
Investing in stocksInvesting in bondsInvesting in commoditiesInvesting in real estate and moreHow to create your own diversified Investment Portfolio consisting of stocks, bonds, commodities and real estate investment trustsMinimizing the ridiculous fees that you pay your bank and investment companies

We will also have an optional section at the end of the course that will teach you how I made Your included Complete Personal Finance Excel Dashboard exercise file, which will help you save, protect and make more money through the many exercises in this course .and this assumes that you have no or very little excel experience and very little or no accounting or finance experience.
You can use the Excel exercise document in this exercise on a Mac or on a PC and I recommend having Excel version 2013 or later in order to complete all of the many save, make and protect money exercises in this course.
This course and the included comprehensive Complete Personal Finance Excel dashboard exercise file is a roadmap for your personal finance success so you can save, protect and make much more.
All of the tools you need to save, protect and make more are included in this course and the entire course is based on real life Practical Knowledge and experience and not based on theory.

Please click the take this course button so you can improve your ability to save, protect and make much more (and take your personal finance skills to the next level).
*** Again, I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee). ***

Thanks,Chris Haroun
Closed captions have been added to all lessons in this course.

Overview
Section 1: Course Introduction & How to Take this Course

Lecture 1 Thank You Message from Chris

Lecture 2 Course Introduction (Are You Ready to Save, Make & Protect Your Money?)

Lecture 3 How to Take this Course (and Using Your Complete Personal Finance Dashboard )

Lecture 4 How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)

Section 2: Part 1 of 3: Save[MORE] Money & Making Your Money Work For You!

Lecture 5 Introduction to Saving[MORE] Money & the AMAZING Power of Compound Interest!

Lecture 6 Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)

Lecture 7 Answers to Exercise #1, Questions 1 through 7: Time Value of Money

Lecture 8 Answers to Exercise #1, Questions 8 through 10: Time Value of Money

Section 3: Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement

Lecture 9 What is a Personal Income Statement and Why is this Very Important?

Lecture 10 Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement

Lecture 11 Discussion of Your Answers to Exercise #2

Section 4: More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement

Lecture 12 Introduction to Completing Your NEW & IMPROVED Income Statement

Lecture 13 Save on Taxes: 14 Ways to Save More on Taxes

Lecture 14 Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense

Lecture 15 Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses

Lecture 16 Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses

Lecture 17 Save on Debt Payments: 7 Ways to Save More on Debt Expenses

Lecture 18 Save on Education: 4 Ways to Save More on Education Expenses

Lecture 19 Save on Entertainment: 7 Ways to Save More on Entertainment Expenses

Lecture 20 Save on Fees[Many are Hidden]: 6 Ways to Save More on Fees Expenses

Lecture 21 Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses

Lecture 22 Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses

Lecture 23 Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses

Lecture 24 Save on Housing: 10 Ways to Save More on Housing Expenses

Lecture 25 Save on Personal Care: 5 Ways to Save More on Personal Care Expenses

Lecture 26 Save on Pets: 5 Ways to Save More on Pet Related Expenses

Lecture 27 Save on Shopping: 16 Ways to Save More on Shopping Expenses

Lecture 28 Save on Vacation: 5 Ways to Save More on Vacation Expenses

Lecture 29 Save on Other Expenses: 8 Ways to Save More on Other Expenses

Lecture 30 Exercise #3: Creating Your NEW & IMPROVED Income Statement

Lecture 31 Exercise #4: Analyzing Your CURRENT and New & IMPROVED Income Statement

Lecture 32 Exercise #5: Save Money Meeting

Lecture 33 Exercise #6: Save Money Checklist

Lecture 34 Side Note: How Accurate is the TV Show Billions?

Section 5: Changing Your Perception of Saving Money + Saving Money and Your Kids

Lecture 35 Changing Your Perception of Money

Lecture 36 Saving Money & Your Kids

Section 6: Part 2 of 3: Protect[MORE] Money (Many Ways to Protect Your Money)

Lecture 37 Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course

Lecture 38 Protect Your Money by Understanding Your Net Worth (Your Balance Sheet )

Lecture 39 Exercise #7: Creating & Understanding Your Balance Sheet ( What You Own and What

Lecture 40 Exercise #8: Analyzing Your Balance Sheet

Lecture 41 Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together

Lecture 42 Side Note: Should You Hire a Financial Advisor to Help Protect Your Money?

Section 7: Protect Your Money with These Tax Strategies

Lecture 43 Keep All Receipts + Consider Hiring an Accountant (They re GREAT Investments!)

Lecture 44 How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay

Lecture 45 Exercise #10: How Much Do You Need to Retire?

Lecture 46 Tax Incentives Help You Save BIG TIME for Education/School Expenses

Lecture 47 Exercise #11: How Much Do You Need for Education Expenses?

Lecture 48 Other Potential Company Sponsored Tax Savings Plans

Lecture 49 Exercise #12: Pay Less Tax Strategies

Section 8: Protect $ by Having an Organized Filing System, Tracking Bills & More

Lecture 50 Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing

Lecture 51 Websites & Apps to Help You Track and Manage Your Spending

Lecture 52 Quicken on a PC to Manage Your Money

Lecture 53 Quicken on a Mac to Manage Your Money

Section 9: Protect Your Money by Creating a Budget & Picking the Right Bank

Lecture 54 Introduction to Protecting Your Money by Making a Monthly Budget

Lecture 55 Exercise #14: Budget Planning

Lecture 56 Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks?

Lecture 57 Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank

Section 10: Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score

Lecture 58 Wills and Trusts

Lecture 59 Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa

Section 11: Protect Your Family and Your Assets with Insurance Products

Lecture 60 Introduction to Insurance

Lecture 61 Life Insurance

Lecture 62 Auto Insurance

Lecture 63 Home and Property Insurance

Lecture 64 Health Insurance

Lecture 65 Side Note: Protect Your Money by Preventing Identity Theft

Section 12: Protecting Your Money, Credit Cards, Loans and Leases

Lecture 66 Credit Cards

Lecture 67 Loans

Lecture 68 Leases

Section 13: Profiles of Successful Wealthy People & How they Protect and Manage Their Money

Lecture 69 They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked

Lecture 70 Exercise #16: Protect Money Checklist

Section 14: Part 3 of 3: Make[MORE] Money (Ways to Make Your Money Work for You)

Lecture 71 Introduction to Making[MORE] Money: The What, Why & How of Part 3 of the Course

Lecture 72 Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth!

Lecture 73 Make More by Learning How to Avoid Paying High Investment Fees

Section 15: Index Funds Examples

Lecture 74 An Example of a GREAT Index Fund Firm to Buy Financial Products from: Vanguard

Lecture 75 Examples of Other ETFs to Buy Index Products From

Lecture 76 Side Note: Outta Sight and Outta Mind

Section 16: Introduction to your Investment Portfolio Management System

Lecture 77 Managing Your Investments with Your Investment Portfolio Management System

Lecture 78 Exercise 18: Populating Your Investment Portfolio Management System (meaning You

Section 17: Make Money with Stocks

Lecture 79 Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules

Lecture 80 Investment Data Basics (See SECTION A on Your Investment Portfolio Management Sy

Lecture 81 Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfol

Lecture 82 Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.)

Lecture 83 Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.)

Lecture 84 Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.)

Lecture 85 Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.)

Section 18: Stock Valuations, Mutual Funds & Warren Buffett s Favorite Type of Investments

Lecture 86 Exercise #19: Stock Valuations

Lecture 87 Mutual Funds

Lecture 88 Side Note: What Are Warren Buffett s Favorite Types of Investments?

Section 19: Make Money with Bonds & Commodities (& Understanding Interest Rates)

Lecture 89 Introduction to Interest Rates, Bonds and The Bigger Picture

Lecture 90 Global Economics and Why this Matters to Personal Investors

Lecture 91 How & Why Do Interest Rates Change & Why this is Important for Investors to Unde

Lecture 92 Understanding Foreign Exchange Currency Movements

Lecture 93 Bonds and How Can Governments Stimulate the Economy?

Lecture 94 How do Bonds Work Part 1:With Real Corporate & International Government Examples

Lecture 95 How do Bonds Work Part 2:With Real Corporate & International Government Examples

Lecture 96 Exercise #20: Adding Bond Investments to Your Portfolio

Lecture 97 Investing in Commodities

Lecture 98 Exercise #21: Adding Commodity Investments to Your Portfolio

Section 20: Make Money with Real Estate

Lecture 99 Introduction to Your Most Important Personal Investment & How Much Should You Sp

Lecture 100 How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only

Lecture 101 Exercise 22: Mortgage Calculator

Lecture 102 Investment Property: What You Need to Know if Considering Investment Properties

Lecture 103 Investment Property: How Much Should You Spend on an Investment Property?

Lecture 104 Exercise #23: Adding Real Estate Investment Trust Investments to Your Portfolio

Lecture 105 Side Note: Investment Types to Consider Avoiding Given Liquidity Risks

Section 21: Make More with Diversification & Your Make Money Checklist

Lecture 106 Diversification Strategies and Your Diversified Model Portfolio

Lecture 107 Exercise #24: Diversification & Your Model Portfolio Part 1

Lecture 108 Exercise #24: Diversification & Your Model Portfolio Part 2

Lecture 109 Exercise #25: Make Money Checklist

Lecture 110 Side Note: Should You Start Your Own Business & Have >1 Income Stream? 100% YES!

Section 22: Course Conclusion & Customizing Your Complete Personal Finance Excel Dashboard

Lecture 111 Course Conclusion and Next Steps

Lecture 112 Introduction to Customizing Your Complete Personal Finance Excel Dashboard

Lecture 113 How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 1 of 2

Lecture 114 How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 2 of 2

Lecture 115 How to Create the 1st Tab Called "Dashboard Summary"

Lecture 116 How to Create the 2nd Tab Called "Settings" Part 1 of 2

Lecture 117 How to Create the 2nd Tab Called "Settings" Part 2 of 2

Lecture 118 How to Create the 3rd and 4th Tabs (Meaning the Exercise 1 + Exercise 2&3 Tabs)

Lecture 119 How to Create the 5th-8th Tabs (Meaning Exercises 4-6 & All Save Money Ex. Tab)

Lecture 120 How to Create the 9th-19th Tabs (Meaning Exercises 7-16 & All Protect $ Ex. Tab)

Lecture 121 How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 1 of 2

Lecture 122 How to Create the 20th-21st Tabs (Meaning Exercises 17 and 18) Part 2 of 2

Lecture 123 How to Create the 22nd-32nd Tabs (Meaning Exercises 19-25 & All Other Tabs)

Section 23: Bonus Materials

Lecture 124 Bonus Items

Anyone in ANY country interested in learning EVERYTHING about personal finance, including how to save more, protect more and make more.


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