Chapter Walk-through

These videos mirror the content of the MoneySmart Personal Finance Solutions book.  The author himself walks the audience through each worksheet, it's use, and some insights into how to use them most efficiently.  If the instructions in the book aren't clear enough, grab a coffee and sit with David to learn how you can be more financially efficient.  Didn't catch it the first time?  Back up the video and watch it again!

NOTE: Website members enjoy deep discounts on course prices.  For example, a Patron Membership nets the deepest discount and would save well over 50% verses the retail price of all nine courses purchased separately.  [SEE: Website Membership Options]

 Course End Evaluation - Please take a moment and let us know how we did overall with this nine-segment course.  You must be logged in and your course access for at least one of the nine segments must still be active to evaluate the overall course.  Individual course evaluations appear at the bottom of each course page.

Nine-Chapter Package Discount

This option package grants access to all nine of the following chapter walk-throughs in any order you desire for a 90-day period.  This option features a retail discount over purchasing each chapter review separately.  Further discounts are available with an upgraded website membership as short as one month.  (pending - available as all chapters become available)
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Individual Chapters:

Introduction, Chapters 1 & 10

(coming soon!) An overview of how the solutions in the book are integrated and relate to one another to help you organize and work with your financial information.  Two chapters with lighter content on monitoring Cash Flow (Ch 1) to locate and improve habits as well as how to create a low-tech picture of your data (Ch 10) are also included.  Offered as a FREE demo, this group represents the general presentation style.
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Chapter 2: Monthly Budget Walk-through

An overview of the Monthly Budget, the purpose for the sections, and insights into helping make your money management more efficient.  If you can be more efficient, you will likely end up with more money to manage!  Information you organize here empowers every other chapter.
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Chapter 3: Financial Goal Walk-through

If you plan ahead, you can use your own money to fund the projects that are important to you.  From new technology, to vacations, to a business launch, this one-page organizer helps you break down big goals into the tiny bites that you can knock back one bite at a time!
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Chapters 4 & 5: Multiple Income Walk-through

These two organizers can help you track sporadic income or income from varied sources so that you can plan to use it efficiently.  What do you do if you don't know how much will come in from tips or a side gig?  Do you really know if revenue reinvested in your business is covering it's own expenses?  This walk-through shows you how to live on what's predictable and find the extra to power your future, even if it's unpredictable!
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Chapter 6: Savings Allocation Walk-through

(coming soon!) Setting money aside for goals can be tough.  How do you track how much money you have in savings once you have two or three financial goals in one big savings-account lump?  Learn how you can know at a glance which funds have a purpose and which funds don't!
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Chapter 7: Where to Find More Money

(coming soon!) This chapter helps you lead your household through a critical review of expenses, skill sets, and ideas that can help you move the two main factors in wealth accumulation: create more income and trim expenses.  The more innovative and efficient you are, the more financially successful you can be!
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Chapter 8: Debt Reduction Walk-through

If you can cover your minimums* but wish your debt load was smaller, this single-page organizer can help you focus the financial energy you have to vaporize your debts.  Learn which factors are most important in debt-reduction strategy and how to prioritize debts for elimination.  Here is simple help to lead you to writing your own debt-reduction game plan!  Game on!
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* If you aren't covering your minimum payments, Chapters 2 & 7 come first!

Chapter 9:  How & Why to Manage Your Credit Score

This more extensive 3-part production is included in the MoneySmart Financial Education series as Course 5.  Course 5 includes a study guide, a worksheet to help the viewer implement the strategy, and other download tools that help raise your credit score!  If your score is higher, many of your expenses can be lower and when you need to borrow money, interest rates will be lower and your loan will cost you less.  "Learn the bank's game, but play that game by your rules."  Learn to craft your own rules in Course 5!
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Chapter 12:  Investment Position Walk-through

(coming soon!) Even if you have never stopped to listen to anyone discuss investing, you can begin to understand and learn the vocabulary and how the factors are related to one another.  When you buy into an asset, whether its property, equipment, or market stocks; knowing where you are with that investment is of utmost importance to realizing a gain and/or monitoring your returns.

On one single page you can track the most important factors and understand your capital outlay, the fees paid, the returns credited, the current share price, and how it compares to your current position... And yes, we talk about what it all means so that you aren't lost.  It's not as confusing as you think; it's actually grade-school-level math (and we'll walk you through that too)!
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NOTE:  Chapter 11 in MoneySmart is a commentary on the current state of the US financial system and monetary policy.  There are no worksheets to demo, only ideas to read through.

The MoneySmart Personal Finance Solutions, 2nd Ed. book and its various guides and financial information is highly recommended as the application of its solutions are the content of the above videos.  Purchase of MoneySmart is not required for the above videos, however, these presentations walk the user through the worksheets presented in the book.  I believe the viewer will find it most helpful to have both the worksheets available as well as the written explanations available for review.  Strategies are already organized and ready to implement for your personal financial plans.  Buy it on Amazon.com

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