What are the most successful methods to ensure a secure financial future? By Mike Carlos.

Slides:



Advertisements
Similar presentations
Hilaire Enterprises Helping you Put the Pieces Together.
Advertisements

Investment Funds Casey Investments Your Personal Investment Managers.
You are about to discover… 1.Why 95% of Americans FAIL to become financially free. 2.The simple solution that will allow you to create financial security.
Excerpts from: Kiplinger’s Invest Your Way To Wealth 5 Keys to Investing Success.
1 Get a Handle on Your Money. 2 Financial Foundation Goals Emergency Fund Budget Financial Records Credit Record Life Disability Health Property Liability.
Copyright 2007 – All rights reserved Introduction to GigaWealth GigaWealth Corporation.
Economics. What is investing? Simply put, investing is saving money in a way that earns income. The purpose of investments in to earn additional income,
Chapter 1 Overview of a Financial Plan Copyright © 2012 Pearson Canada Inc. edited by Laura Lamb, Department of Economics, Thompson Rivers University 1-1.
Personal Money Management Choices
What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”
SAVING AND INVESTING FINANCIAL LITERACY– MRS. POLLISON Student Name:
FINANCIAL INDEPENDENCE “The philosophy of the rich versus the poor is this: The rich invest their money and spend what’s left; the poor spend their money.
INSURANCE AND FINANCIAL ADVICE: RISKY BUSINESS Presented by Anton Pretorius, Executive Assistant to the Financial Advisor, JOHN SMITH Financial Services.
{ Savings & Invested Test Review. { Interest The percentage rate paid on money you have invested/saved…
How to retire a millionaire. So what is your plan? Most people don’t have a plan for becoming rich or wealthy If your only plan is to marry someone rich,
The Financial Plan Chapter 2. Definitions You Need to Know Personal financial plan: specifying financial goals and describing in detail the spending,
Alliance Financial Group, Inc Registered Investment Advisory Securities offered exclusively through SunAmerica Securities, Inc. A registered broker-dealer.
Part Chapter © 2009 The McGraw-Hill Companies, Inc. All rights reserved. 1 McGraw-Hill Personal Finance 1 Chapter 14.
THE BASICS OF SAVING AND INVESTING LESSON 1. Lesson 1: Why People Save and Invest Preparing for a career--college.
Financial Planning for Retirement. The financial planning process for retirement 1. Review your savings and investments 2. Estimate your retirement income.
FINANCE, It’s a Personal Thing ! WHICH WAY IS NORTH ?
Personal Money Management Choices
Investment Funds Pacific Coast Investments Your Personal Investment Managers.
Chapter 11.1 notes. Saving Saving = not spending $ Investment – use of income today for a future benefit.
Financial Literacy Lifelong Learning Centre Wednesdays, October 3 to 24, :00 to 9:00 p.m. Gallery Room 106 Dr. Cyril Kesten Education 334, Faculty.
Saving & Investing Chapter 8. Establishing your financial goals  To gather funds, you need to plan carefully – and have self-discipline along the way.
Day 5- Investing Show DR- Ch 2: Investing Part 1 and 2 Finish Simple Interest Worksheet Finish Rule of 72 Worksheet All I NEED….. Simple Interest, rule.
Long Term Investing 401K’s, IRA’s, Mutual Funds. Financial Literacy Bank Accounts Credit Cards Brokerage Accounts Stocks Bonds Student Loans Real Estate.
Bell Ringer – 4/30/08 1.In regard to banking, what is “earned interest”? 2.Explain the “Rule of 72” 3.Using the Rule of 72, calculate how long it would.
© South-Western Educational Publishing Chapter 14 Investing in Mutual Funds, Real Estate, and Other Choices  Investing in Mutual Funds  Investing in.
Road to Retirement Course. Introduction to Investing “When you’re making money doing what you love, you are already retired.” “Many describe the new retirement.
Investment Vocabulary. Stock Market  A market in which the public trades stock that someone already owns; the buying and selling of stock.
Financial Markets Saving & Capital Formation – Saving – absence of spending Savings – Money available when.
 Each of these statements will be shown for a minute and a half.  For each of these statements, decide whether you...  Agree  Disagree. or  Are undecided.
THE RICH DON’T WORK FOR MONEY Lesson 1. The rich have money work for them The poor and middle class work for money.
The Financial Plan Chapter 2.
CH 10: Investing 101 Objectives Identifying basic investing tools and tips Life Situation: what stage are you at in your life? Compound interest: earning.
Long Term Investing 401K’s, IRA’s, Mutual Funds.
UNIT VII – Personal Financial Literacy
User-Defined Placeholder Text Chapter 3 Money Management Strategy 3.2.
Understand saving and investing options for clients.
Chapter © 2010 South-Western, Cengage Learning Investing for the Future Basic Investing Concepts Making Investment Choices 11.
money you have in a bank either in checking (where you can use the money with an ATM card or by writing a check) or savings (where you earn interest)
Copyright 2007 – All rights reserved Creating Wealth GigaWealth Corporation.
G1 Introduction to Investing Financial Literacy.
Personal Finance Life lessons Taxpayer: “It’s my money!” Government: “Oh, you think so, huh…?”
Investing for Your Future Subtitle. Why Should I Start Investing NOW You have time for your money to grow Establish the habit of saving Risk vs Reward.
Bonds & Other Investments. Bond Investments What is a bond? Main Categories of Bonds – Government bonds Municipal bonds U.S. savings bonds Treasury bills.
What will it take for you to be wealthy?. It Starts HERE!!! Learn The Wealth Formula Learn The Wealth Formula Learn Types of Income Learn Types of Income.
Pay Yourself First Financial Capability. Pay Yourself First Income – any money you receive Expenses – what you spend money on Spending plan – a plan for.
Personal Financial Literacy
Georgia Studies Unit 9: Personal Finance Lesson 1: Personal Finance
SAVING AND INVESTMENT CHOICES  Savings plans  Savings account  Certificate of deposit  Money market account  Securities  Stock investments  Bond.
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
SAVING AND INVESTMENT CHOICES  Savings plans  Savings account  Certificate of deposit  Money market account  Securities  Stock investments  Bond.
Chapter 13 Investing Fundamentals. Establish your Financial Goals  Specific  Measurable  Attainable  Realistic  Time frame.
Rich Dad Poor Dad an attempt to ppt the concept of Robert T Kiyosaki.
RETIREMENT READINESS WILL YOU OUTLIVE YOUR RETIREMENT INCOME? IS THE STOCK MARKET RIGGED?
FINANCIAL MANAGEMENT Danielle, Breanna, Trinity, Sarah, Jada.
$$ Day 2 $$ In This Unit, You will be able to:  Understand & Explain the KISS rule of investing.  Examine the relationship between diversification and.
ESTATE PRESERVATION. People spend a lifetime accumulating People spend a lifetime accumulating assets, but very little time managing and conserving those.
Budgeting and Record Keeping. Financial Planning ► Financial Plan- An _____ program for spending, saving, and investing the money you earn.
MoneyCounts: A Financial Literacy Series
UNIT VII – Personal Financial Literacy
BONDS Bond- Maturity Date- Creditor-.
Personal Money Management Choices
UNIT VII – Personal Financial Literacy
C12S1: Savings and the Financial System
Chapter 5.1 Vocab.
Financial Planning Ryan Simmen 05/29/2019.
Presentation transcript:

What are the most successful methods to ensure a secure financial future? By Mike Carlos

The Goal… To share the most valuable financial advice that will assist you throughout the course of life. By extracting the best lessons from financial advice novels a list has been produced with only the most useful methods.

Lesson #1 The Rich Don’t work for Money By creating residual income* by investing, becoming wealthy and financially secure should not be as much of a difficulty as once thought. *money that makes itself

What is investing? Investing is taking money and putting it into assets. Assets range from Savings acounts, Mutual Funds, Stocks, Real Estate, Anything that will make money without any work put into it.

Lesson #2 Learn Financial Literacy Financial literacy is a necessity for having a secure financial future

Knowing the difference… Income Expenses Assets Liabilities

Lesson #3 Pay Attention

Lesson #4 The Don’ts In order to access the potential of these methods, old habits need to be kicked.

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.