Financial Literacy: Budgeting to Capital Gains Tax

Financial Literacy: Budgeting to Capital Gains Tax

Learn everything you need to know to be financial literate from budgeting, credit scores, investing, reducing taxes, and more.

This course comes with many different templates, calculators, and tools for you to be financially successful. Financial literacy is not just about learning to make money but to save it and use it responsibly to grow that money. Become more financially free by watching these easy to follow along lessons.

First, you need to know where your money is going, then you can start saving and paying off debt. Then find a high interest bank account to temporarily park that money before moving on to credit cards (without fees). Then we can start talking about investing and retiring early. Finally, learn to reduce your taxes permanently.

Table of Contents

Introduction to Financial Literacy Course

Section 1: Budgeting and Retiring Early

Budgeting

Part 1: Saving on Bills

Part 2: Saving on Bills

Saving on Health Insurance

Cheaper Alternative to Health Insurance

High Yield Bank Accounts

Part 1: Credit Scores

Part 2: Credit Scores

Part 1: Debt Repayment

Part 2: Debt Repayment

Goals & Retirement

Social Security and Final Wishes

Retiring Early and L1 Recap

Section 2: Passive Investing in Traditional Finance

Investing

Trading 101 and Compound Interest

Buying on Robinhood

Comparing Portfolios

Beginner Investing Strategy

Filing Taxes

Section 3: Reducing Taxes Permanently

Part 1: Reducing Taxes Permanently

Choice Self Directed IRA

Part 1: Puerto Rico Tax Haven - Individual

Part 2: Puerto Rico Tax Haven - Business

Learn everything you need to know to be financial literate from budgeting, credit scores, investing, reducing taxes, ...

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What you will learn

• Become financially literate
• Learn about budgeting, credit cards, debt repayment, and more
• Learn how to retire early and invest

Rating: 0

Level: All Levels

Duration: 5 hours

Instructor: Baili Zhong