Welcome to the course!
Instructor Bio, Introduction, and Course Overview (15-20min)
Obj. 1: Describe Why Financial Well-Being for Nurses is Important (1.5 Hours)
-
Background (3:15)
-
What is Financial Well-Being (Reading)
-
NOT Financial Well-Being! (1:13)
-
Why Financial Well-Being (2:53)
-
Prevalence and Burnout (Reading)
-
Self-Sacrifice, Burnout, and Martyr Behaviors (5:02)
-
Burnout, Wellness, and Patient Care (Reading)
-
Assess Your Financial Well Being (Exercise)
-
Financial Well-Being Impacts it All! (0:41)
-
Time for Real or Faux Self-Care? (9:44)
-
Final Thoughts on Patient Care Impact (Reading)
-
Money Psychology: Part 1 (5:44)
-
Summary of CFPB Research (Reading)
-
Is it Rigged For Nurses? (2:05)
-
Money Psychology: Part 2 (2 Videos) (7:10)
-
Behavioral Economics: Biases (2 Videos) (14:10)
-
Behavioral & Neuro Economics (Reading)
-
It Was Fun Money! (1:22)
-
Lifestyle & Financial Well-Being (8:39)
-
Financial Independence, Retire Early (10:37)
-
Define Your Why With a Mission Statement (9:23)
-
Mission Statement Tool
-
REFERENCES
Obj. 2 Part 1: Identify Key Components of Financial Literacy & Resilience (2 Hours)
-
Definition and Background (1:42)
-
P-Fin Index Results (Reading)
-
Begin With a Sound Lifestyle
-
About Financial Resiliency (2:36)
-
Basic Economics Part 1 (4:26)
-
Supply & Demand Examples, Boom/Bust Cycles (Reading)
-
The Money Supply (6:07)
-
Basic Economics Part 2 (5:38)
-
Inflation (Reading)
-
Inflation & Wages (5:56)
-
Final Thoughts on Inflation & Relative Prices (Reading)
-
Basic Personal Finance: Compound Interest (7:34)
-
The Time Value of Money (3:46)
-
Basic Personal Finance Concepts: Borrowing Part 1 (13:08)
-
Different Loan Term Examples (Reading)
-
Credit Cards & High Interest Debt (6:18)
-
Credit Score (8:46)
-
Good Debt, Bad Debt? (6:51)
-
Basic Personal Finance Concepts: Borrowing Part 2 (Student Loans, Fees, and Consolidations) (10:05)
-
Case Scenario & Borrowing Summary (Reading)
-
Basic Personal Finance Concepts: Savings Part 1 (8:23)
-
Emergency Savings (4:21)
-
Emergency Savings and Where to Save (Reading)
-
Basic Personal Finance Concepts: Savings Part 2 (Inflation & I-Bonds) (6:07)
-
You've Reached the End of Week 1!
-
REFERENCES
Obj. 2 Part 2: Identify Key Components of Financial Literacy & Resilience (2 Hours)
-
Welcome to Week 2!
-
Basic Personal Finance Concepts: Cash Flow (4:34)
-
Basic Personal Finance Concepts: Budgeting (4:54)
-
Budget Approaches (Reading & Video) (0:56)
-
Basic Personal Finance Concepts: Asset Protection (7:13)
-
Liability & Disability (11:51)
-
Life Insurances (5:31)
-
Basic Personal Finance Concepts: Taxes Part 1 (7:09)
-
Withholding (4:39)
-
Tax Brackets (Reading)
-
PAYSTUBS, INCOME TAXES, AND PAYROLL DEDUCTIONS (3:27)
-
Basic Personal Finance Concepts: Taxes Part 2 (Deductions & Credits, Capital Gains Tax) (7:59)
-
Other Taxes (Reading)
-
Basic Personal Finance Concepts: Home Ownership/Mortgages Part 1 (12:08)
-
Questions to Ask Before Buying A Home (Reading)
-
Basic Personal Finance Concepts: Home Ownership/Mortgages Part 2 (0:49)
-
RUN THE NUMBERS! (Reading)
-
Mortgage Features & Other Considerations (13:20)
-
Home Buying Tool Kit and Mortgage Wrap Up (Reading)
-
Investing and Investment Phases Part 1 (14:11)
-
Stocks & Bond Slideshow
-
RISK DISPERSION, DIVERSIFICATION, AND MUTUAL FUNDS (4:19)
-
Investing and Investment Phases Part 2 (Bubbles & Market Timing) (7:07)
-
FIVE Rights of Investing (2:47)
-
REFERENCES
Obj. 3 Demonstrate How to Calculate Important Personal Finance Ratios & Equations (30 min)
Obj. 4, Part 1: Demonstrate How to Create a Cash Flow Statement & Budget (15 Min)
Obj. 4, Part 2: Demonstrate How to Create a Cash Flow Statement & Budget (30 min)
Obj. 5: Explain How to Use the Nursing Process to Create a Personal Financial Plan (90 Min)
Obj. 6, Part 1: Discuss In Depth Strategies to Reach Goals, Manage Finances, Save & Invest (2 Hours)
-
Introduction
-
F.I.R.E For Nurses (8:40)
-
Automation & Simplification (10:41)
-
Maximizing Contractual Provisions & Benefits Part 1 (38:09)
-
Maximizing Contractual Provisions & Benefits Part 2 (15:08)
-
Expense Reduction Intro (6:26)
-
Expense Reduction (Reading)
-
Easy to Hard Expense Reduction (14:28)
-
Is it Really Going Without? (Reading)
-
Reducing Insurance Costs (7:30)
-
Final Thoughts on Expense Reduction (5:22)
-
Increasing Income: Intro & Credit Card Rewards (9:35)
-
Increasing Income From Interest (4:22)
-
Income From Dividends, Side Hustles, & Passive Income
-
Nursing Side Gigs (4:07)
-
Debt Elimination Introduction (12:48)
-
Debt Elimination: The Sure Way to BOOST INCOME! (12:48)
-
Debt Avalanche (Reading) (6:30)
-
Debt Snowball Method (Reading) (6:30)
-
How NOT to Pay Off Debt! (6:30)
-
Other Debt Elimination Considerations: HELOC, Consolidation, PSLF (Reading)
-
You've Reached the End of Week 3!
-
REFERENCES
Obj. 6, Part 2: Discuss In Depth Strategies to Reach Goals, Manage Finances, Save & Invest (2 Hours)
-
Don't Underestimate Simplicity With Your Investments!
-
How Investing is Different (8:00)
-
Tax Advantaged Investing (11:58)
-
Roth Vs Traditional (4:39)
-
Tax Advantaged Account Comparisons
-
IRAs (reading)
-
401a/401k/403b (Reading)
-
457b Deferred Compensation (Reading)
-
HSAs (Reading)
-
Taxable Investing (10:59)
-
Active versus Passive Investing (10:02)
-
Selecting Investments (Slideshow & Reading)
-
Risk, Asset Allocation, and Rebalancing (6:35)
-
Risk, Asset Allocation, and Rebalancing (Reading)
-
Real Estate Investing Intro (6:40)
-
Real Estate Investing Benefits (Reading)
-
Real Estate Markets, Supply, & Demand (3:33)
-
Leverage (7:37)
-
Three Real Estate Rules (Reading)
-
Real Estate: Keep It Simple (1:58)
-
Real Estate Tax Benefits (5:23)
-
Alternative Investments
-
REFERENCES
Obj. 6, Part 3: Discuss In Depth Strategies to Reach Goals, Manage Finances, Save & Invest (1.5 Hours)
-
Intro: Risk, Fear, and Uncertainty (reading)
-
Framing (7:21)
-
High Return/High Risk
-
Understanding Risk in Stocks Better (4:28)
-
Understanding Risk Better in Stocks and Bonds (Reading)
-
Understanding Bond Specific Risks (3:10)
-
Risk Tolerance and Mitigation Strategies (3:00)
-
Risk Tolerance & Mitigation (Reading) (2:59)
-
Mitigating Risk with Human/RN Capital (2:59)
-
Investment Policy Statement (Download) (4:31)
-
How to Create an Investment Policy Statement (4:31)
-
Estate Planning
-
Optimizing Asset Protection (13:59)
-
Appropriate Insurance (Reading)
-
Emergency Fund Optimization (14:23)
-
REFERENCES
Obj. 7: Identify How to Use Expert and Professional Guidance Effectively (50 min)
Putting it all together, Summary & Review, Evaluation (30 min)
0 comments