Personal Financial Well-Being

Personal Financial Well-Being, available at $19.99, has an average rating of 4.44, with 71 lectures, 11 quizzes, based on 1753 reviews, and has 10800 subscribers.

You will learn about Master Personal Financial Well Being Understand Personal Budgeting Understand Debt Management Understand Personal Income Taxes Understand Retirement Planning Understanding Determining Wealth Understand Basic & Advanced Investing Understand Insurance Understand Estate Planning This course is ideal for individuals who are Anyone who wants to take control of their money. or Anyone who wants to accumulate wealth. or Anyone who wants to protect what’s precious in life. It is particularly useful for Anyone who wants to take control of their money. or Anyone who wants to accumulate wealth. or Anyone who wants to protect what’s precious in life.

Enroll now: Personal Financial Well-Being

Summary

Title: Personal Financial Well-Being

Price: $19.99

Average Rating: 4.44

Number of Lectures: 71

Number of Quizzes: 11

Number of Published Lectures: 70

Number of Published Quizzes: 11

Number of Curriculum Items: 82

Number of Published Curriculum Objects: 81

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will Learn

Master Personal Financial Well Being
Understand Personal Budgeting
Understand Debt Management
Understand Personal Income Taxes
Understand Retirement Planning
Understanding Determining Wealth
Understand Basic & Advanced Investing
Understand Insurance
Understand Estate Planning

Who Should Attend

Anyone who wants to take control of their money.
Anyone who wants to accumulate wealth.
Anyone who wants to protect what’s precious in life.

Target Audiences

Anyone who wants to take control of their money.
Anyone who wants to accumulate wealth.
Anyone who wants to protect what’s precious in life.

Money is important.

Money sets limits on your dreams, hinders or magnifies your happiness, and dictates the quality of your life.

And yet… They taught you next to NOTHING about how to manage it in school! The result has been a generation who has mismanaged budgets, racked up debts, defaulted on mortgages, lost investments, and failed to keep retirement plans. While a small proportion of the country has figured out how to make money work for them, most of us are part of the shrinking middle class who are losing out.

That’s where Personal Financial Well Being comes in. University Instructor and former Silicon Valley Chief Financial Officer Richard Okumoto has developed this course for the Dot University to narrow the Wealth GAP and demystify personal money management.

The course applies two core techniques which Accelerates Time-to-Knowledge. Starting with a landscape view then introducing primary building blocks provides an accelerated path to connect-the-dots on how money works:

How do you manage your money?
How do you manage debt?
How do you determine your financial wealth?
How do you pay your fair share of taxes, and nothing more?
How do you prepare for retirement?
How should you invest your money?
How do you prepare your estate for when you pass on?

Personal Financial Well Being means having the answers to all of these questions and knowing how they interlock and work together. The course is built on the following (3) CORE Building Blocks (GAP Approach):

1. Generating Positive Cash Flow –“Understanding your money to keep more of it!”

Tools and techniques to understand your money. This includes: Personal Budgeting, Debt Management, Personal Income Taxes, and Retirement Planning (Part 1).

2. Accumulating Wealth –“Understanding Wealth; how to create it and how to hold onto it!”

Tools and techniques to understand wealth creation and retention. This includes: Determining Wealth, Investing (part 1 & 2), and Retirement Planning (Part 2).

3. Protecting What you Have –“How to conquer Financial Risk!”

Tools and techniques to understand asset protection. This includes: Insurance (part 1 & 2) and Estate Planning.

Who might benefit from this Course – Anyone who wants to remove fear from finances and master their Personal Financial Well Being.

Course Curriculum

Chapter 1: Generating Positive Cash Flow > Personal Budgeting

Lecture 1: Personal Budgeting Introduction

Lecture 2: What Budgeting Looks Like

Lecture 3: How to Budget: Start with a Goal

Lecture 4: Collect Historical Data

Lecture 5: Forecasting Income & Expenses

Lecture 6: Managing Your Budget

Lecture 7: Course Recap

Chapter 2: Generating Positive Cash Flow > Debt Management

Lecture 1: Introduction to Debt Management

Lecture 2: What Debt Looks Like

Lecture 3: Nature of Debt

Lecture 4: Cost of Debt

Lecture 5: Ability to Acquire Debt

Lecture 6: Debt Recap

Chapter 3: Generating Positive Cash Flow > Personal Income Taxes

Lecture 1: Introduction to Personal Income Taxes

Lecture 2: What Personal Taxes Look Like

Lecture 3: Self-Assessment

Lecture 4: Tax Rules (IRC)

Lecture 5: Tax Reduction Variables

Lecture 6: Tax Recap

Chapter 4: Generating Positive Cash Flow > Retirement Planning Part 1

Lecture 1: Introduction to Retirement Planning

Lecture 2: What Retirement-Part 1 Looks Like

Lecture 3: Social Security & Medicare

Lecture 4: Other Cash Generators

Lecture 5: Defined Benefit Plan-Pension

Lecture 6: Retirement Planning-Part 1 Recap

Chapter 5: Accumulating Wealth > Determining Wealth

Lecture 1: Introduction to Determining Wealth

Lecture 2: What Wealth Looks Like

Lecture 3: What are Assets

Lecture 4: What is Asset Appreciation

Lecture 5: What is Debt

Lecture 6: Determining Wealth Recap

Chapter 6: Accumulating Wealth > Basic Investing

Lecture 1: Introduction to Basic Investing

Lecture 2: What Basic Investing Looks Like

Lecture 3: Cash & Cash Equivalent Investment

Lecture 4: Stock Investments

Lecture 5: Bond Investments

Lecture 6: Mutual Fund Investments

Lecture 7: Basic Investing Recap

Chapter 7: Accumulating Wealth > Advanced Investing

Lecture 1: Introduction to Advanced Investing

Lecture 2: Higher Risk Investing

Lecture 3: Managed Accounts

Lecture 4: Real Estate Investing

Lecture 5: Modern Portfolio Theory

Lecture 6: Financial Service Professionals

Lecture 7: Advanced Investing Recap

Chapter 8: Accumulating Wealth > Retirement Planning Part 2

Lecture 1: Introduction to Retirement-Part 2

Lecture 2: What Retirement-Part 2 Looks Like

Lecture 3: Personal After-Tax Savings

Lecture 4: Personal Tax-Deferred Savings

Lecture 5: Employer Tax-Deferred Savings

Lecture 6: Retirement-Part 2 Recap

Chapter 9: Protecting What You Have > Insurance Part 1

Lecture 1: Introduction to Insurance-Part 1

Lecture 2: Dealing with Risk

Lecture 3: Personal Risk – Health Care

Lecture 4: Personal Risk – If Bad Things Happen

Lecture 5: Insurance-Part 1 Recap

Chapter 10: Protecting What You Have > Insurance Part 2

Lecture 1: Introduction to Insurance-Part 2

Lecture 2: Homeowner Insurance

Lecture 3: Car Insurance

Lecture 4: Personal Liability Insurance

Lecture 5: Insurance-Part 2 Recap

Chapter 11: Protecting What You Have > Estate Planning

Lecture 1: Introduction to Estate Planning

Lecture 2: Estate Planning Process

Lecture 3: Trusts

Lecture 4: Wills

Lecture 5: Powers of Appointment

Lecture 6: Gift & Estate Taxes

Lecture 7: Estate Planning Team

Lecture 8: Estate Planning Recap

Chapter 12: Tool Box Calculators

Lecture 1: Compounding Explanation & Calculations

Instructors

Richard Okumoto
University Instructor & Business Leadership

Rating Distribution

1 stars: 12 votes
2 stars: 24 votes
3 stars: 190 votes
4 stars: 580 votes
5 stars: 947 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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