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Money to the Max: Maximize Your Financial Knowledge
The Start to Knowing Your Money
Introduction (4:28)
Setting Your Financial Goals (5:21)
The Psychology of Money (3:33)
Action Items (1:23)
Chapter 1: Budgeting
Why Budget? (1:31)
Personal Cash Flow (7:10)
The 50/30/20 Rule (2:18)
Reverse Budgeting (2:27)
Action Items (0:55)
Chapter 2: Banking
Savings, Checkings, CDs, and Cards (7:48)
Choosing a Credit Card (12:49)
Credit Score (7:55)
Cash Fund Ideas (8:28)
Chapter 3: Debt
Understanding Debt (3:30)
Types of Debt (13:41)
Debt Repayment Strategies (6:51)
Financing Vs Leasing (5:53)
Lay Out Your Debt (0:35)
Chapter 4: Insurance
What is Insurance?
Life Insurance (8:04)
Disability Insurance (7:58)
Home & Auto Insurance
Health Insurance (3:42)
FSA vs HSA (6:39)
Chapter 5: Investing
Why Invest? (5:11)
Bull Vs Bear Market (7:49)
Timing Vs Time In (6:02)
Returns and Compounding Interest (2:56)
Stocks (9:35)
Bonds (5:25)
Index Funds, Mutual Funds, ETFs (11:58)
Risk (8:29)
Examples of Portolios (4:39)
Chapter 6: Investment Vehicles
Taxable, Pre-Tax, & Post-Tax (4:40)
Individual Accounts (16:22)
Employer Retirement Accounts (13:54)
Business Retirement Accounts (7:01)
The Backdoor Roth IRA (8:16)
Transfers and Rollovers (7:02)
The 4% Rule & Other Strategies (7:20)
Chapter 7: Setting It Up!
Investment Vs Account Vs Custodian (2:08)
Investing Strategies (9:46)
How to Open, Invest, and Automate (6:24)
Action Items (1:19)
Chapter 8: Real Estate
Elements of a Home (3:43)
The Steps to Acquiring A Personal Home (5:28)
Types of Real Estate Investing (7:32)
House Hacking (2:28)
Comparing Real Estate with Stocks
Chapter 9: Taxes
Income Taxes (7:33)
Capital Gains (5:00)
Deductions And Credits (3:51)
Chapter 10: Estate
Wills (4:05)
Trusts (7:07)
Beneficiary Designations (4:43)
Chapter 11: Kids Accounts
Types of Accounts (17:19)
Chapter 12: Your Financial Journey Begins
Tips for Investing On You Own (8:12)
How To Manage Your Finances Moving Forward (1:38)
You Did It! (0:42)
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Transfers and Rollovers
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