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Financial Planning: Video Series

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There are 11 videos in this series:

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  1. Financial planning consultants come in many forms, including insurance agents, securities people, mortgage people and tax consultants. Find out how a financial consultant specializes in many areas with help from a financial strategist and consultant in this free video on financial planning.

    Views: 111
  2. In order to understand a cash flow statement, a person must understand what their gross income is, what their take-home pay is and how they can calculate their average cash flow. Look for trends in credit card balances with help from a financial strategist and consultant in this free video on financial planning and cash flow statements.

    Views: 372
  3. People often become financial planners because they want to understand how finances work to benefit their own lives. Discover how many financial planners simply enjoy helping people better their lives with help from a financial strategist and consultant in this free video on financial planning.

    Views: 142
  4. A financial planner needs to know the difference between an adjustable-rate loan and a fixed-rate loan, he needs to understand property values, and he needs to know where to go to find good advice. Learn about financial planners and their understanding of insurance with help from a financial strategist and consultant in this free video on financial planning.

    Views: 86
  5. One major financial planner secret is to ignore financial advice that is given by people on television, because it doesn't always have the viewer's best interests at heart. Discover why financial planning should be considered to be more of a process than an event with help from a financial strategist and consultant in this free video on financial planning.

    Views: 51
  6. In order to plan a household budget, start off with a credit card and practice paying off the balance every month to establish good credit. Find out how spouses can keep joint checking accounts for common expenses with help from a financial strategist and consultant in this free video on financial planning and budgets.

    Views: 162
  7. A financial planner's average day involves talking with people to find out how coach-able they are and calling existing clients for updates. Find out how financial planners connect clients with companies that can help them through mortgages with help from a financial strategist and consultant in this free video on financial planning.

    Views: 128
  8. Calculating free cash flow is done by assessing income and outflow, and this is usually the easiest when done on an annual basis. Add outflow and income together with help from a financial strategist and consultant in this free video on financial planning and cash flow calculations.

    Views: 582
  9. It can be difficult to calculate retirement income because it's hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in this free video on financial planning and retirement.

    Views: 100
  10. Personal financial planning is financial planning for an individual or a couple, as opposed to the type of planning that is done for a corporation. Find out how financial planners help their clients to use the tools that are available with help from a financial strategist and consultant in this free video on financial planning.

    Views: 174
  11. Refinancing, or doing a loan modification, may allow a person to prevent foreclosure if she is unable to get a loan. Modify an existing loan with the existing lender with help from a financial strategist and consultant in this free video on financial planning and foreclosure.

    Views: 152
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About the Presenter

Ted Schmidt Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.dkdk

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