YOUTUBE VIDEO: Quicken Tutorial: “Bill Pay” vs the Bill Module
In this video, I will discuss the distinction between Quicken BillPay, an additional, extra-paid feature, and the BillPay module, which is just part of the software.
YOUTUBE VIDEO: Financial Planning Thoughts for Gen Xers
In this video, I discuss how Gen Xers can simultaneously balance the financial pressures of supporting aging parents, children, and themselves. I share budgeting strategies and emphasize the importance of…
YOUTUBE VIDEO: 29 Great Movies About Money
In this video, I list a bunch of great films that are, in one way or another, about MONEY! When you have BIG money goals, it helps to watch films…
YOUTUBE VIDEO: Quicken for Mac Tutorial: Settings Overview
Learn how to navigate Quicken for Mac with this tutorial on settings overview. I'll explain which settings should be turned on or off and WHY to help you understand the…
How to File Your California Statement of Information (Without Overthinking It)
If you just formed an LLC or Corporation in California (or you're a few years into running one), there's this little thing called a "Statement of Information" you need to…
YOUTUBE VIDEO: Small Business Financing Secrets (Loans, Credit & Leases OH MY!)
Looking for small business financing options? This video highlights 5 main financing methods AND how they affect your credit. We'll go into detail on SBA loans, working capital loans, revolving…
YOUTUBE VIDEO: Financial Crimes Network (FinCEN): Beneficial Ownership Information Filing Walk-thru
In this video, I will walk you through filling out this new Financial Crimes Enforcement Network Beneficial Ownership form that you must fill out if you have an entity like…
YOUTUBE VIDEO: How to Create and Manage Your Business (Properly) – 11 Steps
Whether you're setting up a new business or want to incorporate yourself to save money, this video will guide you through 11 essential steps. I'll cover everything you need to…
YOUTUBE VIDEO: Investing for Beginners: Understanding Risk Tolerance!
In this investing for beginners video, I'll demystify risk tolerance and help you understand why it is KEY to understanding how to invest in the market. I define risk tolerance…
YOUTUBE VIDEO: How to Start an S Corp with Bizee (Formerly Incfile)
Learn how to start an s corp using Bizee (formerly Incfile) in this easy step-by-step tutorial. I'll reveal why I use Bizee, and clarify the most confusing aspects of the…
YOUTUBE VIDEO: Personal Finance 101: What Crucial Info Do We Get From Bookkeeping?
In this video, I'll answer another of the top questions new clients always want to know: What crucial information do we get from bookkeeping?" Throughout my years as a business…
YOUTUBE VIDEO: Personal Finance 101: Why is Personal Bookkeeping So Important?
In this video, I'll answer 1 of the top questions new clients always want to know: Why is personal bookkeeping so important?" During my 25 years as a business owner…
YOUTUBE VIDEO: 3 Top Questions New Clients Ask About Bookkeeping and Quicken
In this video, I'll answer the 3 questions new clients always want to know: 1. "Why is personal bookkeeping so important?" 2. "What information can we learn from bookkeeping?" and…
YOUTUBE VIDEO: Top 5 Personal Bookkeeping Software (And Why Quicken is MY Pick!)
In this video, I'll compare the top 5 personal bookkeeping software options, including Quicken (Quicken Classic and Quicken Simplifi), Mint, RoundAbout, YNAB, and Empower (formerly Personal Capital). Then I'll reveal…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Is the New Bull Market Here?
Are we officially in the next crypto bull market (as of March 2024)? In this cryptocurrency for beginners video, we'll examine charts on https://coinmarketcap.com/currencies/bitcoin/ and discuss the rising trends. If…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Confusing Key Terms Explained!
In this cryptocurrency for beginners video, we'll clear up the confusion surrounding the terms "cryptocurrency" vs. "digital currency," "coins" vs. "altcoins," and "blockchain." Some of these terms are used interchangeably…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Altcoins & Web3
In this cryptocurrency for beginners video, we'll explore the evolution of Bitcoin, and the creation of the Ethereum, Solana, and Polygon blockchains. This brief history will help demystify these key…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Bitcoin and Blockchain
In this cryptocurrency for beginners video, I'll introduce you to Bitcoin! When it was created between 2008 and 2009, Bitcoin was worth next to nothing. Currently, the highest price paid…
YOUTUBE VIDEO: Top 12 Investing Terms For Beginners!
In this video, I am going to run through a glossary of common investing terms. I cover the following terms; stocks, bonds, EFTs, mutual funds, REITs, market index, risk tolerance,…
YOUTUBE VIDEO: How to Invest in Stocks for Beginners (7 Modern Approaches)
In this "How to Invest in Stocks for Beginners" video, I'll give an overview of the 7 modern methods or philosophies of investing that you should understand when investing money…
The Best Way to Invest in the Stock Market for Beginners
https://www.youtube.com/watch?v=btIUCgka0rk In 2024, the S&P 500 delivered an average annual return of 10.47% — far outpacing the 0.55% interest most savings accounts offer. That’s the difference between growing your…
YOUTUBE VIDEO: Renting vs Owning: Are You Making the Right Choice? (Answered Using Actual Math!)
In this video, I'll discuss the age-old question of whether it's better to rent or own and use actual math on a spreadsheet to show why I believe owning is…
YOUTUBE VIDEO: Renting vs Owning: Are You Making the Right Choice? (Answered Using Actual Math!)
In this video, I'll discuss the age-old question of whether it's better to rent or own and use actual math on a spreadsheet to show why I believe owning is…
YOUTUBE VIDEO: Renting vs Owning: Are You Making the Right Choice? (Answered Using Actual Math!)
In this video, I'll discuss the age-old question of whether it's better to rent or own and use actual math on a spreadsheet to show why I believe owning is…
YOUTUBE VIDEO: Quicken Tutorial: Set Up Your Brokerage Account!
In this video, I'll be giving another Quicken tutorial, this time covering how to set up a brokerage account in the program. I'll also go over some of the specifics…
YOUTUBE VIDEO: Quicken Tutorial: Accurately Track Your Crypto!
In this video, I'm going to walk you through tracking your cryptocurrency in Quicken. In order to keep track of your coins, I'll demonstrate how to manually enter them into…
YOUTUBE VIDEO: Quicken Tutorial: Recategorize Multiple Transactions Quickly (and in Bulk)
If you're a Quicken user and constantly need to re-categorize transactions, this video is for you! In this video, we will discuss how to quickly re-categorize multiple transactions. Quicken has…
YOUTUBE VIDEO: Quicken Tutorial: Speed Up Your Learning With These Secrets!
I'm calling this video tips and tricks because I review Quicken's most commonly accessed features. I give you a broad overview and get you acclimated to the software and the…
YOUTUBE VIDEO: Quicken Tutorial: Learn How to Enter & Memorize Your Paycheck!
In this video, I'll demonstrate how to properly enter your paycheck into Quicken and journal your gross pay and taxes so that your reporting accurately reflects the actual reality of…
YOUTUBE VIDEO: Quicken Tutorial: Using Category Groups To Transform Your Reports!
In this video, we'll look at how to use category groups in your reporting to help you refine your reporting to be how you want to see your information displayed…
YOUTUBE VIDEO: Speed Up Your Workflow Using The Preferences Pane
In this Quicken tutorial video, I'll go over the Quicken software's preferences pane. You can set many default options in the preferences to instruct Quicken on how you want it…
YOUTUBE VIDEO: A Menus and Features Walk-Thru
In this video, I'll do another Quicken tutorial, going over all of the top-level menus and toolbars that you'll see when you first start using Quicken. There are a few…
YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.
In this video, I'll show you how to download and categorize transactions after you've created an account. I also go through some other steps, such as adjusting the opening balance…
YOUTUBE VIDEO: Connect Your Bank Account In A Few Simple Steps
In this video, I'll walk you through the process of connecting your bank account to Quicken, as well as discuss some of the nuances and little tips and tricks that…
YOUTUBE VIDEO: How to Buy and Get Started With Quicken
In this video, I'll walk you through the process of purchasing Quicken and discuss the differences between Quicken for PC and Quicken for Mac. I'll also show you how to…
YOUTUBE VIDEO: Get Organized FAST By Using My Quicken Categories Template File! (Huge Time Saver!)
This video will demonstrate how to set up Quicken using one of my template database files. So here's a quick explanation: Quicken collects all of the data that you enter…
Uncovering the Secrets Behind Real Estate Profits
Are you finally ready to invest in real estate but still feel a little clueless about how much return you will get? Does investing jargon still confuse you at times?…
YOUTUBE VIDEO: Cap Rate Calculations in Seconds!
You may have an understanding that real estate is a solid investment choice. You may even be at the point where you have started looking! But once you find an…
YOUTUBE VIDEO: Unlock the Secrets of Financial Success with Quicken! (A How-to Guide)
There just isn’t any way around it. No matter how you earn, invest, slice, dice and spend your money, one financial fundamental will hold true: you must track your finances…