Personal Financial Well-Being

Understanding Your Financial Life

4.53 (1697 reviews)
Udemy
platform
English
language
Finance
category
instructor
Personal Financial Well-Being
10,376
students
10.5 hours
content
Jul 2018
last update
$19.99
regular price

What you will learn

Master Personal Financial Well Being

Understand Personal Budgeting

Understand Debt Management

Understand Personal Income Taxes

Understand Retirement Planning

Understanding Determining Wealth

Understand Basic & Advanced Investing

Understand Insurance

Understand Estate Planning

Why take this course?

πŸ’Έ **Personal Financial Well-Being: A Comprehensive Guide to Mastering Your Money** πŸš€ **Introduction:** Money is a powerful force that shapes our lives in countless ways. Yet, despite its importance, we often receive little to no formal education on how to manage it effectively. This has led to a widespread struggle with budgeting, debt, investments, and retirement planning – a struggle that disproportionately affects the middle class. πŸ˜οΈπŸ“‰ **The Reality:** It's a stark truth that while a select few have mastered the art of making money work for them, many are left behind, struggling to make ends meet. The gap in financial literacy and understanding is widening, and it's time to bridge it. πŸ“ˆπŸŽ“ **Meet Your Instructor:** University Instructor and former Silicon Valley Chief Financial Officer, Richard Okumoto, has crafted this course with a singular mission: to narrow the Wealth Gap and demystify personal money management. His expertise and experience are your gateway to financial mastery. πŸ§‘β€πŸ«πŸ’Ό **Course Overview:** Personal Financial Well-Being is not just another course on finance – it's a transformative journey that accelerates your learning with a unique approach that combines a panoramic view of financial landscapes with the foundational building blocks you need to thrive. 🌍🚦 **Accelerated Learning Path:** - **Managing Your Money**: Learn how to budget effectively and manage your debts responsibly. πŸ’³πŸ“Š - **Understanding Wealth**: Discover the secrets to wealth creation, retention, and growth through smart investing. πŸ“ˆπŸ’‘ - **Protecting Your Assets**: Gain insights into asset protection, insurance, and estate planning to ensure your financial security is preserved for life. πŸ˜οΈβœ… **Core Building Blocks (GAP Approach):** 1. **Generating Positive Cash Flow:** - Master personal budgeting, manage debt effectively, understand personal income taxes, and strategize for retirement planning. πŸ’°βœοΈπŸ”„ 2. **Accumulating Wealth:** - Explore wealth creation strategies and effective investment techniques through detailed lessons on retirement planning. πŸš€πŸ’° 3. **Protecting What You Have:** - Learn about financial risk management, including comprehensive coverage on insurance and estate planning to safeguard your assets. πŸ›‘οΈβš–οΈ **Who Should Take This Course?** This course is designed for everyone looking to gain control over their finances, from the financially savvy seeking to refine their knowledge, to those who feel overwhelmed by financial jargon and complex concepts. Whether you're in your 20s, 30s, 40s, or beyond – it's never too late to learn how to make your money work for you. πŸ‘©β€πŸŽ“πŸ‘¨β€πŸŽ“ **Join the Movement:** Don't let financial illiteracy hold you back any longer. Enroll in "Personal Financial Well-Being" today and embark on a journey to achieve financial mastery. It's time to take charge of your financial future and live the life you deserve. πŸŒŸπŸš€ **Enroll Now:** Take the first step towards financial freedom by signing up for this course. Transform your relationship with money, understand its complexities, and secure your financial well-being for a brighter tomorrow. Your journey to financial mastery begins here! πŸ’«βœ… Enroll in "Personal Financial Well-Being" today and start building the foundation for a financially secure future!

Screenshots

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Reviews

Anonymized
March 27, 2022
It was awesome actually and I understand much more than what I have learned in university , because I study (Cash flows) and the thing related to the budget .
Willem
December 22, 2021
I feel my personal experience taking this course was amazing, above expectations. I recommend this course to everyone. Thank you. I am looking forward to your next course.
I
July 31, 2021
I wish I had known this earlier. Personal Financial Well-Being should be included in the subject of high school class!
Zikeyus
May 8, 2021
The Course Is Great Information To Get It Is Just Really Boring It Took Me 3-4 Months To Finish. You Will Have To Force Yourself To Keep Watching But When Your Finished You Will Have A Head Full Of Knowledge.
Goh
February 18, 2021
Gain the knowledge and how to manage our personal financial, budgeting and understand debt management, also understanding wealth , financial risk how to determining wealth and planning for retirement
Kirsten
January 19, 2021
I felt that the presentation needed more visual aids, like a PowerPoint. Without that aspect at times, it was difficult to follow when speaking about something specific on the Budget itself. Over all, it was a very good lesson. Thank you!
Anonymized
January 8, 2021
Good Match as I approach retirement. I have known for some time that I need to put together a budget and track exact expenses to determine my income needs once I retire. This will help with that process so I can see how much of my savings funds I will need to rely on.
Jessica
October 11, 2020
This course was excellent. The pace was perfect and it was detailed but not too detailed to the point where it’d get boring. I learned an insane amount of information about the world of finance and the professor made it is enjoyable.
Tomasz
May 13, 2020
Provide the budgeting templates. I was expecting to be building that sheet together with the instructor
Jim
May 7, 2020
This course is taught in such a way that the average person will understand finances much better. Even though this course is related to US investing, income tax, etc, I can still put the basic knowledge learnt towards Canadian Standards.
Yasir
May 4, 2020
Clear and explained in a very smooth flow. Course content is very smooth and easy to understand. Instructor did an excellent job.
Luna
April 30, 2020
I've learnt so much valuable and important knowledge from this course! These are knowledge you can't learn from school yet you need them for the rest of adult life. I'm happy to take this course especially when I'm still young and just started out. Thank you for the amazing values you give here.
Anonymized
April 19, 2020
Need more visual aids. Too much looking at someone waving their hands while talking. Don't need to hear Dot University's method of teaching at the beginning of every session. The information being presented is more important than the person giving it. Put the information in a PowerPoint presentation and show the presentation on the entire screen while the presenter is talking off-screen.
Annelise
April 9, 2020
This was one of the most detailed but yet easy understanding lectures I have done to-date. Everybody should do this course. It has great benefits.
Shurnette
March 29, 2020
Very concise and explained in layman's terms to allow people to understand. Enjoying what I'm learning.
145404
udemy ID
1/11/2014
course created date
4/2/2024
course indexed date
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