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Personal Finance Jumpstart!
Role Play
Rating: 4.7 out of 5(554 ratings)
2,778 students

Personal Finance Jumpstart!

Improve your personal finance situation quickly. Many areas covered from saving, investing, credit, insurance, & more!
Role Play
Created bySteve Ballinger, MBA
Last updated 2/2026
English

What you'll learn

  • Determnine where you currently stand in regards to your personal finances.
  • Learn best practices to to help improve your financial situation.
  • Help design a plan for your success.
  • Manage your key areas such as saving, investing, credit, wills, and more.

Course content

1 section • 26 lectures • 2h 44m total length

  • Course Introduction1:44
  • Budgeting Principles6:26
  • Budget Methods7:27
  • Example Of Some Budgeting Tools4:24
  • Credit: Purpose & The 5C's Of Credit8:18
  • Credit Cards5:22
  • Bad Debt Vs. Good Debt​7:06
  • Improving Your Credit Score5:29
  • Let's Look At A Credit Report (Mine!)​8:38
  • Savings: How Much Should I Save?6:02
  • Net Worth: Your Progress Scorecard5:38
  • Should I Pay Down Debt Or Invest?​5:17
  • Investing Principles2:17
  • Building Your Portfolio11:21
  • Sample Basic Portfolios & Historical Returns6:28
  • Mutal Funds & ETF (Exchange Traded Funds)12:39
  • How To Evaluate A Mutual Fund OR ETF Demonstration18:11
  • Importance Of An Emergency Fund​5:21
  • -Explain purpose and importance of an emergency fund to a co-worker-
  • Banking And Its Main Purpose6:04
  • Insurance1:36
  • Wills15:13
  • Extra Best Practices For Wills2:49
  • Article: Personal Care Directive & Power Of Attorney​1:04
  • Best Tips To Do Now4:05
  • Top 4 Action Steps + Extra Step2:53
  • Bonus: Let's Keep The Learning Going!2:15

    Click on the links below to learn more about other courses I have and grab some sale prices:

    Investing Courses

    Investing In Stocks: The Complete Course! (Click Here)

    Stock Market Trading: The Complete Technical Analysis Course

    Dividend Growth Investing: The Complete Dividend Course

    Value Investing: The Complete Value Stock Investing Course

    Investing In SPAC: The Complete SPAC IPO Investing Course (Click Here)

    Investing Success: Learn Keys From A Millionaire Investor! (Click Here)

    Forex Trading: Fundamental & Technical Trading Complete Course.

    Real Estate Investing Without Owning Property

    Investing For Beginners

    Cryptocurrency: Complete Bitcoin, Ethereum, Altcoins!

    Cryptocurrency: Trading With Technical Analysis

    Blockchain Investing: NFT, Metaverse, Crypto, Stocks, & More

    Investing With A Robo Advisor

    Index Mutual Fund & ETF Investing

    The Smart Way To Personal Finance Success!

    Passive Income Investing

    Investing The Lazy Investor Way

    Investing In Bonds: The Complete Course

    Stock Market Trading: Step X Step For Beginners


    Finance Courses

    Blockchain For Finance: Using Blockchain And Smart Contracts

    Financial Risk Management: FRM Foundation


    Business Courses

    Time Management & Productivity Best Practices: Get More Done (Click Here)

    Leadership: Leading When You Are Not In Charge! (Click Here)

    Leadership: Effective Leader - Leadership Skills Development

    Leading & Managing People Effectively

    Sales Manager: Effective Sales Management

    Sales Manager: Improving Your Sales Teams Performance Fast

    Selling Skills Mastery (For Sales People Skill Development)

    PowerPoint: The Complete Step X Step PowerPoint Course

    YouTube For Business

    Job Search Mastery:  Interviewing, Resume, CV, LinkedIn, Testing, & More

    Job Interviewing: Complete Job Interview Success Course

    Virtual Interview Mastery

    Entrepreneurship: Side Gig Complete Course For Extra Income

    Goal Setting To Goal Achievement

    Delegation Mastery: Increase Productivity & Hit Your Goals!


    Note:

    Almost all the courses are part of the select Udemy Business program. If you are part of that program, you will know as your company pays for your courses, and one of the above courses is not part of the program you can request that it be added.

    Here is a link with instructions on how to do that.

    Adding Courses To Udemy Business


    Many thanks for taking this course and I hope to see you in another course!

    Steve Ballinger

    Udemy Instructor

Requirements

  • No prerequisites, just a desire to elarn more about various areas of personal finance.

Description

Would you like to see where you are at in terms of your financial situation.

Want to learn great tips and best practices to set you up for a better financial future.

Want to learn more about personal finance but in a quick and focused way. Just the right amount to take action on quickly that will make a big difference.

Like the idea that small changes can make a big difference in your life.

THEN THIS IS THE COURSE FOR YOU!

The course is focused on the key areas of personal finance to jumpstart your personal financial success. Big areas covered include:

  • Saving

  • Budgeting

  • Investing

  • Credit

  • Loans

  • Insurance

  • Wills

Some of the individual lessons include:

  • How much should you save?

  • Calculating you net worth.

  • Creating a simple to use budget.

  • The 5C's of credit.

  • How to improve your credit score.

  • What is bad debt and good debt and is any debt really good?

  • Should you invest or pay down debt.

  • Two big keys to get right when investing.

  • How to build your investing portfolio.

  • How to evaluate mutal funds and exchange traded funds (ETF).

  • What is the main consideration with insurance.

  • When should you setup a will.

  • ...and much more.

Personal finance is critical to your long-term success, even though many people may find it a little challenging. This course will make it easy for you to understand the key areas and more importantly to take the small action steps to get you fully on the rod to success.

Thank you for your interest in the course and the next step is to just click the button to enroll.

Many thanks and I look forward to seeing you in your first lesson!

-Steve Ballinger

Who this course is for:

  • Great if you have not looked closely at your overall financial picture.
  • Want a checkup on your current personal finance situation.
  • Perfect if you are reluctant or may seem overwhelmed by personal finance.
  • Have put off seriously looking at your personal finances feel need to look at this important area and want some guidance.

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