Week One Day One – Personal Finance Series
🎥 **Welcome to Personal Finance!** 🎉
•Part One: Welcome to Personal Finance
📌 **The Big Idea**
📌 **Three Laws of Personal Finance**
📌 **What is a Financial Plan?**
••Part Two: Housekeeping Rules
📌 **About Money Study Group**
📌 **Important Links**
📌 **Zoom Meetings**
📌 **GroupMe**
📌 **Tutorial Requests**
📌 **This Week’s Class Collaboration**
📌 **How to Screenshot**
📌 **Clearing Your Cache**
••• Part Three: Assignment Preview
📌 **Saving with Chuck**
📌 **Budgets and Accountability**
📌 **Credit Report and FICO Score**
📌 **Parental Interview and First Memories**
📌 **Consumerism Awareness**
📌 **Credit Crush SetUp**
📌 **Credit Crush Assignment**
📌 **Bargaining and Negotiating Anything**
📌 **Insurance 101**
📌 **Investment Basics and 4 Strategies**
📌 **Asset Allocation**
📌 **Tax Allocation**
📌 **The Blueprint for Financial Success**
📌 **The Capstone Assignment**
•••• Part Four: End of Zoom Meeting
📌 **Question & Answer Time**
📌 **Next Time:**
– **Saving With Chuck**
– **Budgets**
📌 **Subscribe on YouTube @JimMunchbach**
⏰ **Timestamps:**
00:00:00 Welcome to Personal Finance
00:11:15 The Big Idea
00:13:29 Three Laws of Personal Finance
00:14:43 What is a Financial Plan?
00:17:56 MoneyStudyGroup.com on Thinkific
00:18:09 Important Links
00:24:01 Zoom Meetings
00:26:01 GroupMe
00:29:17 Tutorial Requests
00:33:49 This Week’s Class Collaboration
00:36:18 How to Screenshot
00:39:54 Clearing Your Cache
00:42:42 Saving with Chuck
00:44:06 Budgets and Accountability
00:45:20 Credit Report and FICO Score
00:48:41 Parental Interview and First Memories
00:50:11 Consumerism Awareness
00:50:45 Credit Crush SetUp
00:51:45 Bargaining and Negotiating Anything
00:52:38 Insurance 101
00:53:16 Investment Basics and 4 Strategies
00:53:59 Asset Allocation
00:55:08 Tax Allocation
00:56:00 The Blueprint for Financial Success
00:56:56 The Capstone Assignment
00:57:36 Question & Answer Time
00:58:36 Saving with Chuck Assignment
01:00:34 Budgets and Accountability Assignment
01:01:14 Subscribe on YouTube @JimMunchbach
01:01:54 UHPlaylist.com
01:02:40 Extra Points, More to follow
01:03:24 Ending Comment
🔔 Don’t forget to subscribe and hit the notification bell! 💬 Comment below with your thoughts and questions! 🌐 Visit UHPlaylist.com for more content!
#PersonalFinance #FinancialPlanning #MoneyStudyGroup #JimMunchbach #SavingWithChuck #InvestmentBasics #Insurance101 #AssetAllocation #CreditScore #Budgets #FinancialSuccess #ZoomMeetings #GroupMe #Tutorials #Subscribe #CFPShare
👋 Welcome to personal finance at the Bauer College of Business at University of Houston! Summer 2024! 🚀
Personal Finance Online – June 04
Jim introduces the course, “Personal Finance Online”, and outlines the key topics and assignments students will cover this semester. The overarching goal is to teach students how to become a millionaire by age 50. Jim explains the three laws of personal finance (spending/saving, tax-advantaged investing, and purpose/commitment) and the importance of developing a comprehensive financial plan using the Right Capital platform.
Jim covers various course logistics and resources, including the use of the Money Study Group online portal, the weekly Zoom meetings, the class collaboration assignments, and instructions for taking proper screenshots. He emphasizes the importance of using GroupMe for student collaboration and asking questions, rather than emailing the instructor directly.
Jim provides a high-level overview of the 14 assignments students will complete throughout the semester, covering topics such as saving, budgeting, credit reports, consumerism, debt management, bargaining/negotiation, insurance, investments, asset allocation, and tax-advantaged investing. He highlights the capstone assignment at the end of the course, where students will compile all the elements of their financial plan.
