Udemy
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
Development
Web Development Data Science Mobile Development Programming Languages Game Development Database Design & Development Software Testing Software Engineering Development Tools No-Code Development
Business
Entrepreneurship Communications Management Sales Business Strategy Operations Project Management Business Law Business Analytics & Intelligence Human Resources Industry E-Commerce Media Real Estate Other Business
Finance & Accounting
Accounting & Bookkeeping Compliance Cryptocurrency & Blockchain Economics Finance Finance Cert & Exam Prep Financial Modeling & Analysis Investing & Trading Money Management Tools Taxes Other Finance & Accounting
IT & Software
IT Certification Network & Security Hardware Operating Systems Other IT & Software
Office Productivity
Microsoft Apple Google SAP Oracle Other Office Productivity
Personal Development
Personal Transformation Personal Productivity Leadership Career Development Parenting & Relationships Happiness Esoteric Practices Religion & Spirituality Personal Brand Building Creativity Influence Self Esteem & Confidence Stress Management Memory & Study Skills Motivation Other Personal Development
Design
Web Design Graphic Design & Illustration Design Tools User Experience Design Game Design Design Thinking 3D & Animation Fashion Design Architectural Design Interior Design Other Design
Marketing
Digital Marketing Search Engine Optimization Social Media Marketing Branding Marketing Fundamentals Marketing Analytics & Automation Public Relations Advertising Video & Mobile Marketing Content Marketing Growth Hacking Affiliate Marketing Product Marketing Other Marketing
Lifestyle
Arts & Crafts Beauty & Makeup Esoteric Practices Food & Beverage Gaming Home Improvement Pet Care & Training Travel Other Lifestyle
Photography & Video
Digital Photography Photography Portrait Photography Photography Tools Commercial Photography Video Design Other Photography & Video
Health & Fitness
Fitness General Health Sports Nutrition Yoga Mental Health Dieting Self Defense Safety & First Aid Dance Meditation Other Health & Fitness
Music
Instruments Music Production Music Fundamentals Vocal Music Techniques Music Software Other Music
Teaching & Academics
Engineering Humanities Math Science Online Education Social Science Language Teacher Training Test Prep Other Teaching & Academics
AWS Certification Microsoft Certification AWS Certified Solutions Architect - Associate AWS Certified Cloud Practitioner CompTIA A+ Cisco CCNA Amazon AWS CompTIA Security+ AWS Certified Developer - Associate
Graphic Design Photoshop Adobe Illustrator Drawing Digital Painting InDesign Character Design Canva Figure Drawing
Life Coach Training Neuro-Linguistic Programming Mindfulness Personal Development Personal Transformation Meditation Life Purpose Coaching Neuroscience
Web Development JavaScript React CSS Angular PHP WordPress Node.Js Python
Google Flutter Android Development iOS Development Swift React Native Dart Programming Language Mobile Development Kotlin SwiftUI
Digital Marketing Google Ads (Adwords) Social Media Marketing Google Ads (AdWords) Certification Marketing Strategy Internet Marketing YouTube Marketing Email Marketing Retargeting
SQL Microsoft Power BI Tableau Business Analysis Business Intelligence MySQL Data Analysis Data Modeling Data Science
Business Fundamentals Entrepreneurship Fundamentals Business Strategy Online Business Business Plan Startup Freelancing Blogging Home Business
Unity Game Development Fundamentals Unreal Engine C# 3D Game Development C++ 2D Game Development Unreal Engine Blueprints Blender
30-Day Money-Back Guarantee

This course includes:

  • 5.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
Finance & Accounting Money Management Tools Personal Finance

Personal Finance for High Earners

Learn the frameworks and mental models you need to make personal finance decisions
Rating: 4.8 out of 54.8 (15 ratings)
89 students
Created by Daniel Li
Last updated 7/2020
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • The fundamentals of personal finance
  • Frameworks and mental models to make financial decisions
  • Cognitive biases that cause people to act irrationally
  • How to build a personal financial model
  • The basics of valuation and investing
  • The basics of assets, liabilities, and the balance sheet
  • How to plan for financial goals with a model
  • What actually makes people happy

Requirements

  • No prior knowledge required
  • To get the most out of the course, you should follow along in Excel or Google Sheets

Description

Personal finance shouldn't be complicated. This course will introduce you to the fundamentals of personal finance and help you set up the mental models and Excel models to make good decisions for your own financial situation.


The content in this course is tailored towards high earners interested in topics like financial independence and early retirement, rather than a general audience, so instead of "steps" or "methods" for paying down debt or starting a side business, the course will cover the key mental models and frameworks you need to understand to reach your own financial goals.


Each video in this course will start with explaining the basics of a concept like budgeting or investing, dive in to the key equations and frameworks for understanding the concept, and then walk through real-life examples of building a financial plan, choosing a career, or valuing an asset.


By the end of this course, you should have a strong understanding of topics like behavioral economics, financial planning, finance and investing, and feel confident making deliberate and informed decisions about your finances.


We'll cover the following topics in this course:

  • Behavioral Economics - How people make predictably irrational decisions

  • The Basics - The two primary equations in personal finance

  • Planning and Budgeting - How to turn those equations into a useful financial model

  • Work and Compensation - How to think about choosing a career

  • Finance 101 - Discounted cash flows and the basics of valuation

  • Investing 101 - Where finance meets the real world

  • Balance Sheet 101 - Understand assets and liabilities to build a picture of your net worth

  • Financial Goals - How to use your financial model to reach your financial goals

  • Happiness - Don't put this off until after you've retired


Who this course is for:

  • People who want to learn frameworks and principles of personal finance
  • People who want to learn about behavioral economics
  • People who are high earners
  • People interested in retiring early or achieving financial independence

Course content

11 sections • 40 lectures • 5h 28m total length

  • Preview02:04
  • Intro - Part 2
    08:46

  • Preview11:20
  • Behavioral Economics - Part 2
    09:54

  • The Basics - Part 1
    01:00
  • The Basics - Part 2
    11:55
  • The Basics - Part 3
    25:48

  • Planning and Budgeting - Part 1
    01:34
  • Planning and Budgeting - Part 2
    12:51
  • Planning and Budgeting - Part 3
    06:43
  • Planning and Budgeting - Part 4
    08:26
  • Planning and Budgeting - Part 5
    11:46

  • Work and Compensation - Part 1
    00:41
  • Work and Compensation - Part 2
    02:20
  • Work and Compensation - Part 3
    15:48
  • Work and Compensation - Part 4
    11:33

  • Finance 101 - Part 1
    01:06
  • Preview16:46
  • Finance 101 - Part 3
    10:07
  • Finance 101 - Part 4
    09:15
  • Finance 101 - Part 5
    07:09

  • Investing 101 - Part 1
    00:43
  • Investing 101 - Part 2
    17:08
  • Investing 101 - Part 3
    08:41
  • Investing 101 - Part 4
    02:55

  • Balance Sheet 101 - Part 1
    01:09
  • Balance Sheet 101 - Part 2
    18:20
  • Balance Sheet 101 - Part 3
    13:54
  • Balance Sheet 101 - Part 4
    06:15
  • Balance Sheet 101 - Part 5
    01:32

  • Financial Goals - Part 1
    01:03
  • Financial Goals - Part 2
    12:59
  • Financial Goals - Part 3
    06:53
  • Financial Goals - Part 4
    20:50
  • Financial Goals - Part 5
    02:46

  • Happiness - Part 1
    01:09
  • Happiness - Part 2
    13:35
  • Happiness - Part 3
    06:56
  • Happiness - Part 4
    00:54

Instructor

Daniel Li
Investor and Author
Daniel Li
  • 4.8 Instructor Rating
  • 15 Reviews
  • 89 Students
  • 1 Course

Dan is an investor who loves learning and teaching about the intersection of psychology and finance.


Dan currently works at a venture capital firm where he invests in early stage startups building enterprise software and digital communities. He publishes a weekly newsletter, The DL, and is also a regular contributor to publications such as TechCrunch and VentureBeat.


Prior to venture capital, Dan worked as a management consultant on a number of strategy and operations projects, ranging from developing go-to-market strategies for cloud vendors to deploying technology systems to improve insurance claims processing.


Dan graduated from the Wharton School of the University of Pennsylvania with degrees in Finance, Psychology, and International Studies.

  • Udemy for Business
  • Teach on Udemy
  • Get the app
  • About us
  • Contact us
  • Careers
  • Blog
  • Help and Support
  • Affiliate
  • Terms
  • Privacy policy
  • Cookie settings
  • Sitemap
  • Featured courses
Udemy
© 2021 Udemy, Inc.