Essentials
This course is designed to teach you the things you should have learned in school, but were never taught. You’ll cover many subjects and concepts that will serve as the foundation for your financial future.
Lesson 1 : Goal Setting
Learn about SMART goal setting.
Lesson 2 : Cash Flow & Budgeting
Learn how to manage cash flow and maintain a personal budget.
Lesson 3 : Debt Management
Learn the steps for getting out of debt.
Lesson 4 : Taxes
Learn about our tax system and the different types of taxes.
Lesson 5 : Banking
Learn about the different kinds of banks as well as accounts.
Lesson 6 : Interest Rates
Learn about intereste rates and their applications.
Lesson 7 : Credit
Learn about how to build and maintain good credit.
Lesson 8 : Major Purchases
Learn about the car and home buying process
Lesson 9 : Insurances
Learn about health, disability and life insurance.
Lesson 10 : Investing
Learn about investing in stocks, bonds, mutual funds and other investment vehicles.
Lesson 11 : Retirement
Learn about the different retirement accounts.
Lesson 12 : Estate Planning
Learn about wills and power of attorney.
George Grombacher
Instructor