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Financial Planning: Video Series

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There are 25 videos in this series:

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  1. A home warranty is a financial instrument that will warranty the value of a home and the sanctity of its internal components for a given period of time. Find out how home warranties can cover furnaces and air conditioners that go out with help from a registered financial consultant in this free video on home warranties.

    Views: 45
  2. An FHA streamline loan requires an individual to show verifiable income in order for the FHA to process the loan. Find out how the government sets up FHA guidelines to benefit the widest population with help from a registered financial consultant in this free video on FHA streamline loans.

    Views: 222
  3. In order to make money off of a timeshare, a person needs to have something that is difficult for others to obtain. Use a timeshare until it no longer meets a personal set of goals or aspirations with help from a registered financial consultant in this free video on making money from timeshares.

    Views: 97
  4. In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers.

    Views: 328
  5. A stockbroker is usually someone who has good ethics, who is good with numbers and people, and who is fairly intelligent. Learn about the licenses required to be stockbroker with help from a registered financial consultant in this free video on stockbrokers.

    Views: 481
  6. Banks are federally charted, and their accounts serve as profiles for the cash flow coming in and out of a bank. Find out why banks are now reporting Homeland Security through the IRS with help from a registered financial consultant in this free video on banks and the IRS.

    Views: 366
  7. In order to set up a budget for a home, use a ledger and decide home much income is coming in and how much the bills and expenses are. Find out how to pay oneself before paying the bills with help from a registered financial consultant in this free video on budgets.

    Views: 63
  8. The basics of looking at online trading involve finding out the best online resources that will help an individual to achieve her goals. Learn about starting off conservatively in the world of online trading with help from a registered financial consultant in this free video on online trading.

    Views: 73
  9. In order to sell a timeshare, find a wholesaler that does not require upfront fees and develop a price that can be comfortable for both parties. Find out how to locate a wholesaler online with help from a registered financial consultant in this free video on timeshares.

    Views: 157
  10. Internet trading is similar to anything in stock trading because it involves risk and it doesn't involve the use of a financial adviser. Find out how to watch the markets on a daily basis and how to learn the topic of paper trading with help from a registered financial consultant in this free video on Internet trading.

    Views: 132
  11. When evaluating scrap gold at home, 18-karat gold is the highest amount that most people might have in their homes. Find out how to sell gold to a reseller for cash with help from a registered financial consultant in this free video on selling scrap gold.

    Views: 243
  12. Nonprofits are corporations that essentially exist for the benefit of others, and financial accounts for nonprofits should be managed by making sure that underlying investments are in a semi-liquid form. Find out why nonprofits need to have access to cash with help from a registered financial consultant in this free video on managing financial accounts.

    Views: 67
  13. Working capital is important to all businesses, but the way an individual manages their working capital is the difference between success and failure. Discover how financial advisers should look at the relative flow of money in and out of a company with help from a registered financial consultant in this free video on analyzing working capital.

    Views: 154
  14. Most investment clubs have certain levels of capital commitment, as well as charters and rules, that need to be followed in order to be a member. Learn about the social activities that are part of being in an investment club with help from a registered financial consultant in this free video on investment clubs.

    Views: 78
  15. In order to sell gold to a refiner, set up a personal meeting after packaging the gold up to see how much the refiner is willing to give. Discover why it's a bad idea to mail gold to a refiner with help from a registered financial consultant in this free video on selling gold.

    Views: 72
  16. When saving money to buy a car, it's important to keep within a budget and to save extra money beyond the initial goal. Save for a down payment to get a new car quicker with help from a registered financial consultant in this free video on saving money to buy a car.

    Views: 71
  17. In order to get money back on an investment to break even, the investor has to be honest with himself about how long he is willing to ride out a negative factor on an investment. Learn about the risks involved in investing with help from a registered financial consultant in this free video on analyzing investments.

    Views: 236
  18. Ethics are an important cornerstone of every successful business, and accounting ethics refer to the ethical management of money, resources and people. Find out how poor ethics can lead to large problems down the road with help from a registered financial consultant in this free video on accounting ethics.

    Views: 392
  19. If an individual does not meet her bill-paying obligations, he goes under collection, within which a creditor will seek to collect the debt. Find out how a person's assets can get seized if she fails to pay a debt with help from a registered financial consultant in this free video on collection bills.

    Views: 212
  20. One way to save money to buy a condo is by finding out how much a down payment would be, and this is based somewhat on an individual's credit score. Find out why large down payments mean lower interest rates with help from a registered financial consultant in this free video on saving money to buy a condo.

    Views: 182
  21. There are no tax consequences for someone who is not a dealer who is trying to sell their car to buy a better car. Discover how taxes can benefit a person who is taking depreciation on their taxes with help from a registered financial consultant in this free video on taxes and selling a car.

    Views: 176
  22. Every time a business sells a unit of their product or service, their is a definable profit that is tracked on a statement known as a P and L, or a profit and loss statement. Learn about how expenses required to move products are covered in P and L statements with help from a registered financial consultant in this free video on profit and loss statements.

    Views: 441
  23. There is a variety of jobs in financial planning, including those in the traditional banking field and those in stock brokerage. Find out about special licenses that are needed to work on Wall Street with help from a registered financial consultant in this free video on financial planning jobs.

    Views: 41
  24. When preparing a cash flow statement, make sure that the statement shows whether cash is flowing up or down. Discover how cash flow statements can inform future business decisions, such as the reduction of expenses, with help from a registered financial consultant in this free video on cash flow statements.

    Views: 695
  25. In order to sells crap gold, meet face-to-face with a refiner to go over the various types of gold and how much they are all worth. Learn about being wary of ads that ask people to send in their scrap gold for payment with help from a registered financial consultant in this free video on selling scrap gold.

    Views: 194
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About the Presenter

Patrick Munro Patrick Munro's affinity for investing and financial matters began more than 20 years ago with business education and service throughout the ranks of the banking, insurance and brokerage industries. His goal for providing personal service to the senior market began in 1997 after relocating his family to Wilmington, N.C., and the founding of NorthStar Financial Advisors. Munro provides highly personal service to clients all over North and South Carolina, helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets. In addition, Munro helps many clients eliminate the financial threat of long-term care and offers ways to avoid the unnecessary difficulties of probate court. He is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.dkdk

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