Welcome Students!
Ground work - Me, Myself and I...
Guidance and Tips in Creating a Financial Plan
Part 1 - Designing a Financial Plan: Income
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What is income? (6:56)
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W2- Salaried or Hourly Employee (6:30)
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Self Employeed (6:12)
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1099 Independent Agent or Commission Based work (6:41)
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Side Hustle or Side Business (6:13)
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Social Security Income (4:14)
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Dividends Income (5:31)
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Partner or Investor Income (11:09)
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Bonus (3:22)
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Annuity Income (6:25)
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Pension Income (7:38)
Part 2 - Designing a Financial Plan: Expenses
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What is an Expense (4:56)
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Bite Size=Monthly (3:12)
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Step 1 - Home Expenses (8:17)
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Step 2 - Auto/Transportation (3:58)
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Step 3- General Living Expenses (6:42)
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Step 4 - Child(ren) [if applicable] (5:13)
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Step 5 - Pets [if applicable]
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Step 6 - Technology (9:07)
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Step 7 -Medical & Health (6:41)
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Step 8 - Annual Expenses (5:33)
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Step 9 - Insurance (6:44)
Part 3 - Designing a Financial Plan: Savings & Investments
Part 4 - Designing a Financial Plan: Debt or Obligations
Case Studies - Part 1 - Profiles
Case Studies - Part 2 - The Review
Building a Plan- Putting the Pieces Together
Put the Plan into Action; Steps to Take or Not Take
Review the Plan
Closing Remarks
