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Fire Your Financial Advisor!
Section 1 Introductory Materials
What You Will Learn (3:46)
Course Description (1:30)
Pre-Test (25 questions)
About the Instructor (6:13)
Introduction to Other Resources (5:19)
Why You Need a Plan (2:30)
Example of a Financial Plan
Written Financial Plan Worksheet
Section Quiz (6 questions)
Quiz Answers and Explanations
Section 2 What You Need To Know About Financial Advisors
What An Advisor Can Do For You (2:57)
The Cost of Advice (3:54)
How To Pay For Advice (8:42)
What To Look For In An Advisor (7:19)
How To Use An Advisor (2:55)
Can You Do It Yourself? (1:16)
How to Move Your Money (1:55)
Section Quiz (6 questions)
Quiz Answers and Explanations
Section 3 What You Need To Know About Insurance
General Insurance Topics (2:52)
Disability Insurance (14:16)
Life Insurance (3:46)
Getting Life Insurance Quotes (2:00)
Liability Insurance (1:29)
Property Insurance (2:02)
Health Insurance (3:05)
Avoiding Insurance-Based Investments (16:26)
How To Do Your Written Plan- Insurance (4:52)
Examples of Insurance Portion of Written Financial Plan
Section Quiz (6 questions)
Quiz Answers and Explanations
Section 4 Developing a Plan For Your Housing
Why a House is an Investment (3:23)
Resisting The Urge to Buy (6:28)
How Much To Spend (3:01)
Interacting With Realtors (2:14)
Interacting With Lenders (1:48)
Physician Mortgage Loans (6:53)
Paying Off Your Mortgage Early (2:15)
How To Do Your Written Plan- Housing (4:07)
Examples of Housing Portion of Written Financial Plan
Section Quiz (7 questions)
Quiz Answers and Explanations
Section 5 Destroying Your Student Loans
Minimizing The Burden (2:22)
Income Driven Repayment Plans (9:23)
Public Service Loan Forgiveness (PSLF) (4:15)
Refinancing During Residency (5:17)
Refinancing After Residency (4:09)
Pay Off Debt Quickly (3:34)
Paying Off Loans vs. Investing (4:11)
How To Do Your Written Plan- Student Loans (4:01)
Examples of Student Loan Portion of Written Financial Plan
Section Quiz (7 questions)
Quiz Answers and Explanations
Section 6 How to Spend Money to Increase Current and Future Happiness
Live Like A Resident (3:35)
Hit The Ground Running (2:01)
Cash Flow Planning (Budgeting) (6:24)
Budget Example
Minimizing Fixed Expenses (2:17)
Sinking Funds (1:06)
Emergency Funds (2:57)
How To Do Your Written Plan- Spending (2:53)
Examples of Spending Portion of Written Financial Plan
Section Quiz (7 questions)
Quiz Explanations and Answers
Section 7 Creating Your Investing Plan Part One - Setting SMART Goals That Matter To You
Setting SMART Goals (3:53)
The Three Enemies Of The Investor (4:59)
How Much You Need To Retire (9:32)
Savings Rate (2:34)
Social Security (2:32)
College Savings (3:38)
Future Value Function (4:47)
Payment Function (3:38)
Period Function (3:06)
How To Do Your Written Plan- Goals (3:47)
Examples of Goals Portion of Written Financial Plan
Section Quiz (7 questions)
Quiz Answers and Explanations
Section 8 Creating Your Investing Plan Part Two- Understanding Your Investing Accounts
Investing in a Taxable Account (11:21)
Read Your Plan Documents (1:32)
Two Main Types Of Retirement Accounts (2:24)
Employer Provided Retirement Accounts (3:48)
Self Employed Retirement Plans (2:30)
Defined Benefit Plans (1:14)
The Backdoor Roth IRA (5:46)
Health Savings Account (HSA) (3:08)
Multiple 401(k)s (3:27)
529 Plans- Education Savings (3:54)
How To Do Your Written Plan- Investing Accounts (3:07)
Examples of Investing Accounts Portion of Written Financial Plan
Section Quiz (13 questions)
Quiz Answers and Explanations
Section 9 Creating Your Investing Plan Part Three- Asset Allocation and Implementation
Stocks, Bonds, & Mutual Funds (9:04)
The Case For Mutual Funds (6:45)
Index Funds (3:58)
Introduction To Asset Classes (5:47)
Total Market vs. Factor Investing (5:06)
Options For Real Estate Investing (8:26)
Choosing an Asset Allocation (11:29)
The Simple Approach (3:22)
Tax-Efficiency and Asset Location (10:01)
Implementing Your Asset Allocation (13:50)
Rebalancing Your Portfolio (3:53)
Investing In Retirement (7:48)
How To Do Your Written Plan- Asset Allocation (9:26)
Examples of Asset Allocation Portion of Written Investing Plan
Section Quiz (10 questions)
Quiz Answers and Explanations
Section 10 Estate Planning
Purposes of Estate Planning (0:36)
Why You Need a Will (2:01)
Probate and Designating Beneficiaries (2:49)
Revocable Trusts (2:30)
Avoiding The Death Tax (7:46)
How To Gift Assets (2:05)
Irrevocable Trusts (1:48)
When To Meet With An Estate Planning Attorney (0:45)
How To Do Your Written Plan- Estate Planning (2:37)
Examples of Estate Planning Portion of Written Financial Plan
Section Quiz (8 questions)
Quiz Answers and Explanations
Section 11 Asset Protection
Evaluating Your Risks (8:45)
Insurance- The First Line of Defense (2:42)
Learning Your State Asset Protection Laws (8:24)
Should I Incorporate My Practice? (2:35)
Separating Toxic and Non-Toxic Assets (2:34)
Advanced Asset Protection (5:01)
How To Do Your Written Plan-Asset Protection (3:19)
Examples of Asset Protection Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
Section 12 Staying The Course
Staying The Course & Market History (5:32)
Initial and Continuing Financial Education (1:54)
Modifying The Plan (2:19)
How To Do Your Written Financial Plan- Finishing the Plan (5:19)
Financial Plan Worksheet
Implementing Your Plan (3:01)
Section Quiz (8 Questions)
Quiz Answers and Explanations
Final Exam (50 Questions)
Final Exam Answers and Explanations
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Why You Need a Plan
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