Just wanted to:
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Welcome you to class
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Say Hello
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Really just wanted to let you about our YouTube Playlist for this semester
📢 Announcement: First Day of Class – Summer 2023 for Money Study Group – Personal Finance Course
Hello everyone!
I am Jim Munchbach, a CERTIFIED FINANCIAL PLANNER™ Professional, and I am excited to welcome you to the first day of class for the Money Study Group’s Intro to Personal Finance course at the Bauer College of Business, University of Houston. I have been teaching Personal Finance here since 2012, and I am thrilled to embark on this financial journey with all of you.
In this course, we will delve into the fascinating world of personal finance, and I will guide you on the path to becoming a millionaire by age 50. Our primary focus will be on gaining a practical understanding of the Financial Planning Process, which is crucial for achieving financial independence and success.
Throughout the course I call Money Study Group, we will explore the following essential elements of the Financial Planning Process, which I’ve organized under the acronym FREETIC:
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Financial Independence or Retirement Planning
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Risk Management or Insurance Planning
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Estate Planning
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Education Planning
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Tax Planning Strategies
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Investment Management Strategies
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Cash Flow Management
Through engaging lectures, informative video tutorials, thought-provoking planning and homework assignments, and stimulating online discussions, you will develop financial habits that lead to clarity, confidence, and contentment in your financial life. The Money Study Group emphasizes building financial muscle and empowers you to create a digital Blueprint for long-term financial success.
To support our learning journey, we will be drawing from my books, “Make Your Money Count,” “What Matters Most,” and “Allied for Success.” These books outline the principles and processes we will explore throughout the course. Instead of purchasing a traditional textbook, you will have access to an organized, digital version of these writings on Financial Planning at .
Furthermore, I am delighted to announce that you will receive full access to the Premium Planning Platform, developed by RightCapital and utilized at my firm, BayRock Financial. This platform will provide invaluable guidance as you set up your own Financial Plan effectively.
To enroll in the course, please visit to gain complete access to the digital content necessary for your success, along with detailed instructions for creating your Financial Plan.
To stay engaged and connected, I encourage you to connect with me on various social media platforms, including YouTube, LinkedIn, Twitter, Facebook, Instagram, and Telegram. Feel free to #AskMeAnything and participate in discussions related to personal finance. Let’s work together this semester to enhance your financial future.
Enroll now at to secure your spot in this exciting course!
I am genuinely looking forward to a successful semester with each and every one of you.
Best regards,
Jim Munchbach
Certified Financial Planner® (CFP®) Professional
Jim Munchbach, CERTIFIED FINANCIAL PLANNER
Host at The Missional Money Podcast:
https://missionalmoney.com
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📽 MissionalMoney.com: https://missionalmoney.com
Connect with Jim Munchbach on Social
🔹 YouTube: https://www.youtube.com/@JimMunchbach @JimMunchbach 🔹 LinkedIn: http://www.linkedin.com/in/JimMunchbach 🔹 Twitter: http://twitter.com/JimMunchbach
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🔹 Telegram: https://t.me/MissionalMoney
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Waking up early for an online summer finance course like… ☕️💻☀️ Who needs a tan when you can have financial literacy, right? #MoneyStudyGroup
Just realized that my summer “break” is going to be more like a summer “brake” as I hit the books for personal finance. 📚🚗 #MoneyStudyGroup
Online summer school means I can attend class in my pajamas. It’s like a fashion show, but with a side of financial wisdom. 😴💰 #MoneyStudyGroup
Taking an online personal finance course this summer. I guess it’s time to face my financial fears and learn to adult properly. 🙈💸 #MoneyStudyGroup
Can’t wait to spend my summer talking about money management instead of actually managing money. It’s like the adult version of playing make-believe. 💭💰 #MoneyStudyGroup
Online summer school in personal finance: where I’ll be analyzing budgets instead of enjoying a budget-friendly vacation. 🏖️💸 #MoneyStudyGroup
The best part of an online summer course? My ice cream breaks can last as long as my professor’s pre-recorded lectures. 🍦📺 #MoneyStudyGroup
Online personal finance course: turning my summer into a quest for financial enlightenment. Who needs a beach when you can have knowledge? 🏝️💡 #MoneyStudyGroup
Just realized that summer school and summer pool rhyme for a reason. They both make you feel like you’re drowning… but in different ways. 🏊♂️💦 #MoneyStudyGroup
Me: “I’m going to have a fun summer!” Online personal finance course: “Hold my spreadsheet.” 🙃💻 #MoneyStudyGroup
So I traded my beach towel for a laptop and sunscreen for blue light glasses. Is this what they call a summer glow-up? ☀️💻🕶️ #MoneyStudyGroup
Just started an online personal finance course for the summer. Instead of working on my tan, I’ll be working on my savings account. 🌞💰 #MoneyStudyGroup
It’s amazing how quickly I can go from summer relaxation to Excel frustration in my online finance course. The transition is truly seamless. 😅💻 #MoneyStudyGroup
Summer school, where I exchange poolside cocktails for late-night caffeine binges. It’s like a summer vacation for my adrenal glands. ☕️🌙 #MoneyStudyGroup
Online personal finance course: where I can learn how to make money decisions while simultaneously regretting the decision to take this course during summer break. 💸😅 #MoneyStudyGroup
My summer plans: Going from BBQs to 401(k)s. It’s all about balance, right? 🍔💼💰 #MoneyStudyGroup
Summer school motto: Sunscreen on my face, spreadsheets on my screen, and financial knowledge in my brain. 🌞💻💡 #MoneyStudyGroup
Online personal finance course in the summer? More like a crash course in budgeting, with a side of FOMO. 💸😓 #MoneyStudyGroup
