Cover image of BUS-121: Financial Planning & Money Management

BUS-121: Financial Planning & Money Management

BUS-121: Financial Planning & Money Management

Podcast cover

Chapter 14 - The Baby Boomer Generation Retirement Time Bomb! - Slides 23 to 36

Chapter 14 - The Baby Boomer Generation Retirement Time Bomb! - Slides 23 to 36

We have a serious problem. Over the next 15 years, millions of Baby Boomers will be facing retirement and most all are s... Read more

15 Nov 2020

25mins

Podcast cover

Chapter 14 - Estate Planning; Dealing with a Windfall - Slides 37 to 65

Chapter 14 - Estate Planning; Dealing with a Windfall - Slides 37 to 65

No one enjoys thinking about a time when they will not be around anymore. Nevertheless, not dealing with estate planning... Read more

15 Nov 2020

44mins

Similar Podcasts

Podcast cover

Chapter 14 - Retirement Planning; Retirement Accounts: 401(k)'s, Roth IRA, etc. - Slides 1 to 22

Chapter 14 - Retirement Planning; Retirement Accounts: 401(k)'s, Roth IRA, etc. - Slides 1 to 22

“Why should I think about retirement planning now? I have plenty of time!” That is what many younger adults ask themselv... Read more

15 Nov 2020

54mins

Podcast cover

Real Estate and Other Investment Alternatives - Slides 1 to 34

Real Estate and Other Investment Alternatives - Slides 1 to 34

It is said that real estate has created more millionaires in the United States than any other investment class. While th... Read more

8 Nov 2020

1hr 4mins

Most Popular Podcasts

Podcast cover

Chapter 13 ‑ Introduction to Mutual Funds ‑ Slides 1 to 8

Chapter 13 ‑ Introduction to Mutual Funds ‑ Slides 1 to 8

Mutual funds truly are the “Investments for the Masses.” With as little as $25 to $50 per month, investors get professio... Read more

4 Nov 2020

32mins

Podcast cover

Chapter 13 ‑ Types of Mutual Funds, The Spectrum of Risk versus Return ‑ Slides 9 to 15

Chapter 13 ‑ Types of Mutual Funds, The Spectrum of Risk versus Return ‑ Slides 9 to 15

With over 12,000 mutual funds available, how and where do we start searching for the right one for us? It is not an easy... Read more

4 Nov 2020

1hr

Podcast cover

Chapter 13 ‑ Fund Families; How to Pick a Mutual Fund; Hypothetical Illustrations ‑ Slides 16 to 24

Chapter 13 ‑ Fund Families; How to Pick a Mutual Fund; Hypothetical Illustrations ‑ Slides 16 to 24

In our final presentation, we then turn our attention to just a few of the major mutual fund families and their offering... Read more

4 Nov 2020

37mins

Podcast cover

Chapter 12 - All Stars of Investing; Famous Myths & Stupid Sayings - Slides 48 to 59

Chapter 12 - All Stars of Investing; Famous Myths & Stupid Sayings - Slides 48 to 59

When attempting to learn how to do something, does it not make sense to study those who are the experts at doing it? In ... Read more

31 Oct 2020

36mins

Podcast cover

Chapter 12 - Investment Theories; Stock Strategies - Slides 36 to 47

Chapter 12 - Investment Theories; Stock Strategies - Slides 36 to 47

There are three main theories of stock investing, fundamental analysis, technical analysis, and the efficient market the... Read more

31 Oct 2020

32mins

Podcast cover

Chapter 12 - Stock Indexes; Numeric Measures - Slides 19 to 35

Chapter 12 - Stock Indexes; Numeric Measures - Slides 19 to 35

How can we say that stock investments have returned 8% to 10% over the long term? In the session, we discuss the various... Read more

30 Oct 2020

53mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”