Managing Your Personal Finances

Financial expert Jane Barratt outlines a way of thinking beyond the paycheck that enables a more productive and less fearful approach to money.

Introduction

• What's your money story?

1. Evaluate Your Earnings

• Earning what you're worth
• Finding multiple income streams
• Tax and your hard-earned dollars
• Embracing the future you
• Building your nest egg
• Asking for a raise

2. Controlling Your Spending

• Understanding why you spend (sometimes too much)
• Manage debt
• Controlling your credit cards
• Making your credit score work for you
• Spending on assets

3. Creating a Savings Plan

• Thinking differently about savings
• How to make a budget
• How to grow your savings
• Savings vs. debt reduction

4. Becoming an Investor

• How to put your money to work for you
• How to gauge risk
• How to create an investment strategy
• Building a portfolio
• Where do you go to invest?
• Understanding investment fees

Conclusion

• Next steps in your financial journey