Course curriculum

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

    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. Tips From a Credit Expert.

    6. What Does Blue Water Credit Do?

    7. Credit Handbook

    8. Visual Pie Chart About How Credit Scores Are Calculated

    9. Copy of Chapter Quiz - Your Credit

    10. Feedback About Understanding Credit

    11. Questions About Your Credit?

    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. Feedback about Meet the Experts

    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. Meet the Home Appraiser.

    7. How Does An Appraiser Determine Market Value?

    8. What Impacts The Market Price of a Home?

    9. What Are Your Thoughts About Zillow?

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

    11. Home Values Forecast For the Sacramento Area

    12. Final Thoughts From The Appraiser.

    13. Title Insurance & The Escrow Officer

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

    15. Home Owners Insurance For Rental Properties

    16. Home Owners Insurance in California

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

    18. What Other Services Do You Offer?

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

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

    21. Inside Scoop: Introduction to Raoul Badde

    22. Inside Scoop: Why Brokers Are Better.

    23. Inside Scoop: Advice to First Time Buyers

    24. Chapter Quiz - The HOME Program

    25. Feedback about Buying Your First Home

    1. The Easiest Way to Track & Save Your Money

    2. A Guide to Smart Money Habits

    3. Book Recommendations About Money

    4. Questions about Your Money & Your Future?

    5. Feedback About Smart Money Habits

    1. Home Equity Line of Credit vs Second Mortgage. What's the Difference?

    2. The Ultimate Guide to a Home Equity Line of Credit

    3. Special Guest Bill Angove -What is a 1031 Exchange?

    4. What is Like-Kind?

    5. 1031 Exchange Basics

    6. Tax Benefits of a 1031 Exchange

    7. The Forward Exchange

    8. Chapter Quiz - Pathways

About this course

  • Free
  • 73 lessons
  • 7 hours of video content

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