
Master personal finance for entrepreneurs by bootstrapping with personal savings, safeguarding your credit, and separating personal and business finances, while tracking expenses to gain control and plan growth.
Learn the personal finance framework that guides visibility, assessment, and planning, using Mint.com to track accounts, analyze spending, set goals, and build budgets.
Sign up for Mint.com, verify via text and a six-digit code, and add accounts like American Express and Venmo to build your complete personal finance picture.
Explore how transactions capture money in and out, and how categories and tags organize them in Mint, using cash and credit accounts to reveal trends.
Add and connect Vangard investment accounts, review traditional and Roth IRAs, and explore the investments and transactions tabs to track performance against major indices and impact on net worth.
Explore how to use Mint.com's property category to track real estate, vehicles, high-value items, loans, and cash accounts, with automatic valuations from Kelley Blue Book and Zillow.
Set forward-looking financial goals using preconfigured goal areas and custom goals, learn to pay off debt and build savings with the goals tool and budgeting.
Set and track a custom Mint goal to raise a credit score from 641 to 750 within four years, using on-time payments and budgeting to connect goals with budgets.
Learn how line level budgeting reveals spending detail and the iterative relationship between budgets and goals, using Mint to track categories, subcategories, income, and real-time updates across desktop and mobile.
Understand the personal tax landscape, including who pays taxes and what a tax return is. Compare W-2 employees to 1099 contractors and review the tax calendar and quarterly payments.
This is a KILLER and COMPLETE course on Personal Finance and how to deploy a personal finance tool.
The FLOW of this course:
This course will walk you through a series of logical steps to help you understand the personal finance. We'll begin with some basic concepts and frameworks. We'll leverage this foundation so YOU can deploy personal finance awesome in your life. We will break down each section of your personal finances and discuss the subtleties of each.
Once we get everything added to our personal finance tool, we'll run reports on our personal finance data, complete analysis, see where we're spending money, understand our Net Worth and more! This will help us as we head into the final course part.
Our final course part will allow us to reorient ourselves towards the future and we'll use Personal Finance Goals and Budgets to plan and then track our progress towards our financial objectives.
We're going to cover the following:
Why personal finance matters, the concepts of savings, debt, investments, credit scores and much more.
We’ll get you completely comfortable using a personal finance tool called Mint from Intuit and we’ll learn and practice key tool features like Categories, Tags, Reporting & your Net Worth.
We’ll learn and deploy forward looking strategies like Goals and Budgets and we’ll cover all things Taxation.
We'll teach you about investing, strategy for credit repair, strategy for debt repayment and a health personal finance lifestyle and supporting habits.
We dive into the most interesting areas of personal finance and sometimes MUCH MUCH more.
The Result
You’ll be more in control and more confident than you ever have been!
You’ll get some incredible tips an and tricks from me as well.
I cannot fix all of your personal finance problems but I sure as heck can empower your with the information, the tools and a process so that YOU can them!
See you in class.