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How To Create Your Personal Financial Plan
INTRODUCTION
Who Should Take This Course? -- (7:26)
Overview of Lessons and Assignments. -- (7:03)
FINANCIAL GOALS: Aim at The Life You Want
Lesson 1: Choose the Financial Goals Most Important to You. -- (14:26)
ASSIGNMENT: Discover The Life You Want (**Interactive Video**)
Lesson 2: Assume the Identity You Want and the Required Habits. -- (12:30)
ASSIGNMENT: Make Powerful Goals With a Strong WHY -- (8:08)
Lesson 3: What Money is Necessary to Achieve Each Goal? -- (7:15)
ASSIGNMENT: Write Plans For Each Goal using Spreadsheet Templates. --
Lesson 4: The American Retirement System -- (20:01)
ASSIGNMENT: Write a Simple Retirement Plan -- (38:46)
Key Concepts Checkpoint #1
CASH FLOW: Create a Spending Plan
Lesson 5 + ASSIGNMENT: Prioritize S.M.A.R.T. Goals -- (14:33)
Lesson 6 + ASSIGNMENT: Discover How You Spend Your Paychecks -- (21:07)
Lesson 7 + ASSIGNMENT: Create a Spending Plan For Your Current Income -- (10:40)
Lesson 8 + ASSIGNMENT: Set up Automatic Investing For Your Priority Goals -- (10:11)
Key Concepts Checkpoint #2
RISKS: Protect Your Wealth
Lesson 9 + ASSIGNMENT: Plan for Disability, Life, and Other Insurance. -- (pdf)
INVESTING module: Stick to Common Sense Investing
Lesson 10: Overview of Common Sense Investing -- (1:57)
Rule#1: Develop a workable plan -- (14:51)
Rule#2: Invest early and often -- (14:47)
Rule#3: Never bear too much or too little risk -- (4:58)
Bonds are the ballast to your portfolio -- (interactive videos)
Rule#4: Diversify -- (4:58)
Rule#5: Never try to time the market -- (4:57)
ASSIGNMENT: Match each goal with the appropriate investment risk.
Rule#6: Use index funds when possible -- (4:58)
Interactive Video: Outfox-the-box Game.
Rule#7: Keep costs low -- (4:57)
ASSIGNMENT: Choose the mutual funds to implement your asset allocation.
Rule#8: Minimize taxes -- (4:58)
ASSIGNMENT: Determine the types of tax-advantaged accounts to use.
Rule#9: Keep it simple -- (4:58)
ASSIGNMENT: Prepare a one-page summary of your plan.
Rule#10: Stay the course -- (4:52)
Key Concepts Checkpoint #3
Bonds are the ballast to your portfolio -- (interactive videos)
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