
Personal Finance Fundamentals
Introduction
- Welcome
 
Earning
- The golden rules of earning more (beyond the paycheck)
 - Different types of income
 - Tax and your hard-earned dollars
 - Paying yourself
 - Planning for future earnings
 - The ask
 
Spending
- Understanding why you spend (sometimes too much)
 - Budgeting tools
 - Planning for windfalls
 - Your credit card can be your friend, not foe
 
Saving
- Thinking differently about saving
 - Where and how to save
 - Your credit score and why it matters
 - Savings vs. debt reduction
 
Investing
- Putting your money to work – the options
 - Risk, value, and confidence.
 - Create your investment strategy
 - DIY vs. outsourcing your money
 - Fees
 
Conclusion
- Next steps