Course curriculum

    1. Welcome from Rene Jacques, CEO, Golden Bay Mortgage Group.

    2. How To Get The Most Out Of Each Chapter.

    1. Introduction

    2. Estate Planning - Meet Angela Thompson, Attorney

    3. Estate Planning - What is it?

    4. Estate Planning - What Is Involved With An Estate Plan?

    5. Estate Planning - What is the Process?

    6. Estate Planning - Why Wouldn't Someone Get a Trust?

    7. Estate Planning - How Often Should Someone Review Their Trust?

    8. Estate Planning - Tax Benefits of a Trust

    9. CPA to the rescue!

    10. Your Retirement Account - Wait to save or start now?

    11. Saving for College Hacks

    12. The Benefit of Mortgage Interest

    13. Traditional IRA vs Roth IRA - which should you choose?

    14. The Real Story About Prop 19!

    15. HSA and FSA: Details You Should Know

    16. No One Knows This About Their W-4 Withholding Form!

    17. Want To Build A Real Estate Empire?

    18. Unlocking Financial Peace of Mind: Your Guide to Life Insurance Simplified

    19. Financial Planning - Meet Michael Williams

    20. Financial Planning - What To Do Before You Are 30 To Build Wealth!

    21. Financial Planning - Bad Money Habits To Avoid

    22. Financial Planning - Financial Considerations During a Divorce

    23. Financial Planning & Home Ownership

    24. Financial Planning - Working With A Financial Advisor

    1. Your Money & Your Future

    2. The Easiest Way to Track & Save Your Money

    3. Investing for your Future

    4. Understanding Taxes

    5. Mortgages & Homeownership

    6. Tips On Saving for College

    7. Retirement Planning 101

    8. Pad Your Retirement with Real Estate & Home Ownership.

    9. Questions about Your Money & Your Future?

    10. Feedback About Chapter 3

    1. Introduction

    2. Understanding Credit Scores: Learn what a credit score is and why it matters in your financial life.

    3. How is your FICO Score calculated?

    4. Ways to Improve Your FICO Score.

    5. Getting Out Of Debt

    6. Tips From a Credit Expert.

    7. What Does Blue Water Credit Do?

    8. Consumer Protection Laws

    9. Credit Handbook

    10. Visual Pie Chart About How Credit Scores Are Calculated

    11. Feedback About Chapter 2 - Understanding Credit

    12. Questions About Chapter 2?

    1. Introduction - Real Estate 101 & Your Homebuying Road Map

    2. Your True Rent vs. Own Comparison

    3. Your Mortgage Scale - peeling back the curtain on qualifying

    4. Chess Not Checkers: How Mortgage Amortization Really Works.

    5. Pre-qualified vs Pre-approved vs being a Certified Buyer

    6. How a $4,000 Credit Can Help You Save Money When You Buy a Home

    7. Meet the Home Appraiser.

    8. How Does An Appraiser Determine Market Value?

    9. What Impacts The Market Price of a Home?

    10. What Are Your Thoughts About Zillow?

    11. Hot Topic - Accessory Dwelling Units (ADU's)

    12. Home Values Forecast For the Sacramento Area

    13. Final Thoughts From The Appraiser.

    14. Title Insurance & The Escrow Officer

    15. Home Owner's Insurance. What You Should Know!

    16. Home Owners Insurance For Rental Properties

    17. Home Owners Insurance in California

    18. Advice From a Home Owners Insurance Agent When Buying A Home

    19. What Other Services Do You Offer?

    20. Breakdown of Home Loans. Which One Is Right For You?

    21. Why it makes sense to buy if you qualify - no matter what the interest rate.

    22. Inside Scoop: Introduction to Raoul Badde

    23. Inside Scoop: Why Brokers Are Better.

    24. Inside Scoop: Advice to First Time Buyers

    1. Never Sell Your First Home

    2. Pathways - The 5 Year Plan for Acquiring Real Estate

    3. HELOC and 2nd Mortgages

About this course

  • Free
  • 79 lessons
  • 6 hours of video content

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