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Personal Finance Adulting 201 for Healthcare Professionals - Intermediate Course

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  • COURSE INTRODUCTION
  • Welcome!
  • Introduction
  • Pre-Course Survey- Please Fill Out Before Starting the Course
  • KNOWING YOUR WORTH
  • Complex Tax Planning that I've Used
  • Why Time is the Most Valuable Asset You Own
  • Return on Time Quiz
  • Feedback
  • TRADITIONAL INVESTMENT STRATEGIES
  • Real Estate Investing- Buy and Hold, Rent to Own, BRRR, Wholesale
  • Pay Down Your Principal Residence or Invest?
  • Robo-Advisor, Do it Yourself, Financial Advisor
  • Stock Market- Buy and Hold, Trading Options, DRIP
  • Dollar Cost Averaging vs Lump Sump Investing
  • Private Lending- Promissory Notes, RRSP
  • Real Estate Investing Quiz
  • Stock Market Quiz
  • Feedback
  • PROTECTING YOURSELF
  • Wills, POA and Why they Matter!
  • Life/Disability and Critical Illness Insurance
  • Can You Rely on ‘Your’ Pension?
  • Protecting Yourself Quiz
  • Feedback
  • ALTERNATIVE INVESTMENT STRATEGIES
  • Cryptocurrency Investing
  • Fine Art Investing- What it is? Why Invest?
  • Fine Wine Investing- What it is? Why Invest?
  • Alternative Investments Quiz
  • Feedback
  • HOW TO GET STARTED
  • What is Financial Portfolio Construction?
  • Case Study Examples and Reviewing Sample Spreadsheet
  • Feedback
  • CONCLUSION
  • WHAT'S NEXT?
  • Resources/References
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