Personal Financial Management Videos
Thanks for visiting our Personal Financial Management page. Included here are links to video files that cover basic information on a number of different financial management topics. When they launch in your media viewer, you'll have the ability to stop and review anything that you might hear. These video modules cover only the basics of the topics in question. If your organization would like one of our faculty to present a more detailed treatment on any of these topics, please feel free to contact us at 303-556-3776.
Personal Financial Statements Having good information on your financial health is a must for figuring out how you're doing financially. In this module, learn how to build two types of financial statements and properly interpret the information each contains. You'll need to view this presentation first to make the best use of the Financial Ratios presentation below.
Financial Ratios This presentation will give you the tools you need to assess your financial health by using the numbers contained in your financial statements (see that video first). Like a doctor conducting a physical exam, we'll teach you how to identify problems with your financial health and suggest ways to correct them.
Education Planning A college education is probably the third largest purchase you will make in your lifetime. Planning for those costs is critical to achieving your college goals. This presentation will teach you to estimate how much money you'll need to set aside right now to make your vision of the college experience (whatever that might mean) a reality. Please note that additional modules in this area are under development.
Life Insurance Do you have enough life insurance in place right now to protect your survivors should you die unexpectedly? If not, this presentation will show you how to calculate how much life insurance you should own and what kind makes the most sense for you and your family.
Investments Too often, people let their investments manage themselves, and with poor results. Watch this video to learn the basics of building an investment portfolio. Learn about what diversification is and why it works. Develop a plan for maintaining your investments over time. Please note that additional modules in this area are under development.
Income Taxes Many people have never taken the time to understand how the Form 1040 is organized. Learn that and more in this video, including simple and common strategies to ensure that your tax bill isn't larger than it has to be.
Medical Planning This presentation contains a brief discussion of the Medicare program. Medicare supplement policies and why they're needed by almost every retiree are also discussed. The video concludes with a discussion of long-term care policies (who needs them, who might not and what to look for).
Retirement Planning Your retirement is very likely going to be the single largest purchase you'll ever make. Have you taken the time to estimate how much your picture of retirement is going to cost? Do you know about how much you'll need to save to pay for the retirement you have in mind? If not, take a look at this video.
Estate Planning Estate planning isn't something that's important just for the rich. Almost everyone needs a well thought-out plan to ensure your final wishes are carried out. Some plans obviously need to be more complex than others, but this video will walk you through the basic documents that every estate plan ought to include and what each is designed to accomplish.