Coming Soon!
Courses in Development…
INSURANCE
Learn the ins and outs of Under 65 Health Insurance, Medicare, Supplemental Insurance (including dental/vision), Long-Term Care, Disability, Life Insurance, etc. I will cover how these policies work, the pros and cons of the various policies, and what things to watch out for when determining if a policy is right for you.
The Under 65 Health Insurance and Medicare courses are now finished! Click the button below to view them.
TAXES - PERSONAL & BUSINESS
PERSONAL TAXES: Learn about the different forms and what their purpose is and how they flow to the 1040. I will also cover basic tax strategies, the most common deductions and credits, and basic audit strategy.
BUSINESS TAXES: Learn about the different form and what their purpose is and how they flow for S-Corps, Partnerships, and LLCs. I will also cover when an S-Corp is necessary and when it is not, and basic tax strategies, the most common deductions, and basic audit strategy.
HOW TO RUN A SMALL BUSINESS
Starting a Business: Learn the pros and cons of each business structure (LLC, Partnership, C-Corp, etc), to S-Corp or not to S-Corp, things to watch out for, etc.
Running a Business: Learn basic accounting and how to create a financial statement for raising capital (investors, loans, other lenders), basic profitability metrics (are you actually making money?), etc.
Selling or Closing a Business: Learn valuation techniques, how to file a final tax return, etc.
FINANCIAL PLANNING
Learn the fundamentals of putting together a solid financial plan for your future, understand how all the pieces fit and work together and how the various forces of the economy will work in your favor or disrupt your plans.
I will also discuss the various vehicles used for financial and retirement planning and will go over the pros and cons of each of them and give my recommendations.
I will also go through the methodologies and calculations to help you figure out for yourself how much you need to retire.
TECHNOLOGY
Excel: Learn about how to use Excel effectively for a variety of situations from complicated, multi-factor analysis, to automating basic repetitive tasks, to simple calculations for everyday use.
Quickbooks: Learn how to use Quickbooks and other accounting software
Other Tech: I have worked with a lot of different technologies during my career, I will give you my reviews and recommendations on what to use and what I think is a pass.
FINANCE/ECONOMICS
Learn about the economic fundamentals that move our economy. What is inflation and why does it occur? What is supply and demand and why are they important? What is a Veblen Good? Etc.
I will also discuss the basic strategy in investing, short-selling, hedging, bonds vs. stocks, etc. What all those terms mean and the pros and cons of each type and strategy.
I will also go over the importance of risk management and some ways you can identify your risk profile.