Laying Your Financial Foundation #1: Insurance Protection

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews insurance protection for yourself and your possessions. We discuss how much insurance you need, associated costs and options.

Personal Insurance

• Life (3:22)
• Health (12:25)
• Income Replacement (15:36)

Possession Insurance

• Homeowners and Renters (17:05)
• Auto (22:36)
• Umbrella (26:45)

Key Insurance Tips (30:05)

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including insurance protection, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

June 17, 2020

Laying Your Financial Foundation #2: Credit & Loans

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews credit and how maintaining a good credit can impact all aspects of your financial life. We also look at managing student loans and other debt and the best way to approach paying them off.

• Credit (2:17)
• Student Loans (10:24)
• Key Credit and Loan Tips (16:14)

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including maintaining a good credit score and properly managing your debt, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

June 26, 2020

Laying Your Financial Foundation #3: How Much Car Can You Afford?

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews how much car you can afford, as well as the pros and cons of a lease vs. buying.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for car expenses, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 6, 2020

Laying Your Financial Foundation #4: Buying Your First House

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews he true costs associated with buying your first home—your down payment is just one part of that housing budget.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for your first house, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 13, 2020

Laying Your Financial Foundation #5: . . . and Then Comes Baby!

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews how much having a baby really costs, including childcare expenses. We also dive into key steps you need to take when you have your first baby, including updating your life insurance, Will and emergency fund.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for a baby, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 20, 2020

Laying Your Financial Foundation #6: Estate Planning

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews the importance of procuring estate planning documents, including Wills, powers of attorney and medical directives. We discuss which documents to prioritize, how to obtain them and what to consider when drafting them.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including estate planning, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 28, 2020

Laying Your Financial Foundation #7: Budgeting and Saving

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews the importance of proper budgeting and saving, both for short- and long-term goals. We show guidelines to maximize what you can save at any age, and how the money you put aside early in your career is the most powerful of your lifetime.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including following a realistic budget and systematically saving money, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

August 21, 2020