Personal Finance Adulting 201 for Healthcare Professionals - Intermediate Course
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COURSE INTRODUCTION
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Welcome!
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Introduction
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Pre-Course Survey- Please Fill Out Before Starting the Course
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KNOWING YOUR WORTH
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Complex Tax Planning that I've Used
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Why Time is the Most Valuable Asset You Own
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Return on Time Quiz
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Feedback
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TRADITIONAL INVESTMENT STRATEGIES
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Real Estate Investing- Buy and Hold, Rent to Own, BRRR, Wholesale
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Pay Down Your Principal Residence or Invest?
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Robo-Advisor, Do it Yourself, Financial Advisor
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Stock Market- Buy and Hold, Trading Options, DRIP
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Dollar Cost Averaging vs Lump Sump Investing
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Private Lending- Promissory Notes, RRSP
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Real Estate Investing Quiz
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Stock Market Quiz
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Feedback
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PROTECTING YOURSELF
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Wills, POA and Why they Matter!
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Life/Disability and Critical Illness Insurance
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Can You Rely on ‘Your’ Pension?
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Protecting Yourself Quiz
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Feedback
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ALTERNATIVE INVESTMENT STRATEGIES
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Cryptocurrency Investing
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Fine Art Investing- What it is? Why Invest?
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Fine Wine Investing- What it is? Why Invest?
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Alternative Investments Quiz
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Feedback
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HOW TO GET STARTED
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What is Financial Portfolio Construction?
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Case Study Examples and Reviewing Sample Spreadsheet
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Feedback
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CONCLUSION
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WHAT'S NEXT?
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Resources/References