Day One Video Description

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

VIEW RECORDING – 63 mins (No highlights)

Course Overview and Expectations @ 0:00

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.

Course Logistics and Resources @ 5:03

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.

Upcoming Assignments @ 6:22

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.

Recap and Next Steps @ 57:54

Jim wraps up the session by reminding students about the upcoming “Saving with Chuck” assignment, the opportunity to earn extra points for early assignment submissions, and the format of future Zoom meetings (including a Q&A segment). He encourages students to subscribe to his YouTube channel for additional course-related content and videos.