Course Introduction & How to Take this Course
  • Thank You Message from Chris
  • Course Introduction (Are You Ready to Save, Make & Protect Your Money?)
  • How to Take this Course (and Using Your “Complete Personal Finance Dashboard”)
  • How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!
  • Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest!
  • Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)
  • Answers to Exercise #1, Questions 1 through 7: Time Value of Money
  • Answers to Exercise #1, Questions 8 through 10: Time Value of Money
Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement
  • What is a Personal Income Statement and Why is this Very Important?
  • Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement
  • Discussion of Your Answers to Exercise #2
More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement
  • Introduction to Completing Your NEW & IMPROVED Income Statement
  • Save on Taxes: 14 Ways to Save More on Taxes
  • Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense
  • Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses
  • Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses
  • Save on Debt Payments: 7 Ways to Save More on Debt Expenses
  • Save on Education: 4 Ways to Save More on Education Expenses
  • Save on Entertainment: 7 Ways to Save More on Entertainment Expenses
  • Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses
  • Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses
  • Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses
  • Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses
  • Save on Housing: 10 Ways to Save More on Housing Expenses
  • Save on Personal Care: 5 Ways to Save More on Personal Care Expenses
  • Save on Pets: 5 Ways to Save More on Pet Related Expenses
  • Save on Shopping: 16 Ways to Save More on Shopping Expenses
  • Save on Vacation: 5 Ways to Save More on Vacation Expenses
  • Save on Other Expenses: 8 Ways to Save More on Other Expenses
  • Exercise #3: Creating Your NEW & IMPROVED Income Statement
  • Exercise #4: Analyzing Your CURRENT and New & IMPROVED Income Statement
  • Exercise #5: Save Money Meeting
  • Exercise #6: Save Money Checklist
  • Side Note: How Accurate is the TV Show Billions?
Changing Your Perception of Saving Money + Saving Money and Your Kids
  • Changing Your Perception of Money
  • Saving Money & Your Kids
Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)
  • Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course
  • Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”)
  • Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What
  • Exercise #8: Analyzing Your Balance Sheet
  • Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together
  • Side Note: Should You Hire a Financial Advisor to Help Protect Your Money?
Protect Your Money with These Tax Strategies
  • Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!)
  • How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
  • Exercise #10: How Much Do You Need to Retire?
  • Tax Incentives Help You Save BIG TIME for Education/School Expenses
  • Exercise #11: How Much Do You Need for Education Expenses?
  • Other Potential Company Sponsored Tax Savings Plans
  • Exercise #12: Pay Less Tax Strategies
Protect $ by Having an Organized Filing System, Tracking Bills & More
  • Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing
  • Websites & Apps to Help You Track and Manage Your Spending
  • Quicken on a PC to Manage Your Money
  • Quicken on a Mac to Manage Your Money
Protect Your Money by Creating a Budget & Picking the Right Bank
  • Introduction to Protecting Your Money by Making a Monthly Budget
  • Exercise #14: Budget Planning
  • Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks?
  • Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank
Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score
  • Wills and Trusts
  • Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa
Protect Your Family and Your Assets with Insurance Products
  • Introduction to Insurance
  • Life Insurance
  • Auto Insurance
  • Home and Property Insurance
  • Health Insurance
  • Side Note: Protect Your Money by Preventing Identity Theft
Protecting Your Money, Credit Cards, Loans and Leases
  • Credit Cards
  • Loans
  • Leases
Profiles of Successful Wealthy People & How they Protect and Manage Their Money
  • They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked
  • Exercise #16: Protect Money Checklist
Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)
  • Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course
  • Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth!
  • Make More by Learning How to Avoid Paying High Investment Fees
Index Funds Examples
  • An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard”
  • Examples of Other ETFs to Buy Index Products From
  • Side Note: Outta Sight and Outta Mind
Introduction to your Investment Portfolio Management System
  • Managing Your Investments with Your Investment Portfolio Management System
  • Exercise 18: Populating Your Investment Portfolio Management System (meaning You
Make Money with Stocks
  • Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
  • Investment Data Basics (See SECTION A on Your Investment Portfolio Management Sy
  • Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfol
  • Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.)
  • Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.)