Course Overview
Teacher
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public... View ProfileDetails
- Total Time 35 min
- Lessons 8
- Exercises 17
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22 CQ
8 Lessons in This Course
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2 minFREEBudgeting lesson 1Free2 CQ
In this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
with Jeremy ShippIn this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
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5 minBudgeting lesson 23 CQ
Financial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
with Jeremy ShippFinancial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
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3 minBudgeting lesson 32 CQ
Follow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
with Jeremy ShippFollow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
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6 minBudgeting lesson 44 CQ
Discover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
with Jeremy ShippDiscover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
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4 minBudgeting lesson 53 CQ
This lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
with Jeremy ShippThis lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
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4 minBudgeting lesson 63 CQ
Discover your options for managing cash flow in this lesson that discusses the real question many people need to ask when planning for retirement.
with Jeremy ShippDiscover your options for managing cash flow in this lesson that discusses the real question many people need to ask when planning for retirement.
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3 minBudgeting lesson 72 CQ
In this lesson from financial planner Jeremy Shipp, learn how the government assesses gift and estate taxes on assets you have left after your passing.
with Jeremy ShippIn this lesson from financial planner Jeremy Shipp, learn how the government assesses gift and estate taxes on assets you have left after your passing.
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4 minBudgeting lesson 83 CQ
Financial planner Jeremy Shipp discusses the options for paying for long-term care, and what to consider if you need to plan for future care options.
with Jeremy ShippFinancial planner Jeremy Shipp discusses the options for paying for long-term care, and what to consider if you need to plan for future care options.
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4 minBudgeting lesson3 CQ
Before hiring a financial advisor, it’s important to explore their payment methods. In this lesson, learn how the process works and explore why it’s important.
with Jeremy ShippBefore hiring a financial advisor, it’s important to explore their payment methods. In this lesson, learn how the process works and explore why it’s important.
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2 minBudgeting lesson2 CQ
In this lesson, learn how to select the best life insurance policy for you and your family. Covered are the benefits of a plan and realistic financial advice.
with Jeremy ShippIn this lesson, learn how to select the best life insurance policy for you and your family. Covered are the benefits of a plan and realistic financial advice.
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835 min8-part Budgeting course22 CQ
In this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
with Jeremy ShippIn this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
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423 min4-part Retirement course14 CQ
In this course with media trainer and public speaking expert TJ Walker, you'll learn how to deliver a retirement speech with confidence by becoming a rehearsed yet natural storyteller.
with TJ WalkerIn this course with media trainer and public speaking expert TJ Walker, you'll learn how to deliver a retirement speech with confidence by becoming a rehearsed yet natural storyteller.
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723 minFREE7-part Budgeting courseFree16 CQ
Planning for retirement is easier when you know the language of investing! In this brief course for beginners, learn investing terms and concepts that you can use to create financial independence.
with Wealth AcademyPlanning for retirement is easier when you know the language of investing! In this brief course for beginners, learn investing terms and concepts that you can use to create financial independence.
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4 minFREERetirement Worldly CurioFree3 CQ
Germany is shutting down the last of its underground coal mines next year, and the the way it's handling the end of this once-dominant industry could be a mo...
with PRI's The WorldGermany is shutting down the last of its underground coal mines next year, and the the way it's handling the end of this once-dominant industry could be a mo...
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4 minFREERetirement Worldly CurioFree3 CQ
This past summer, an iconic Haitian band called it quits. Carimi wasn't just another pop group, though. It was Haiti's original boy band.
with PRI's The WorldThis past summer, an iconic Haitian band called it quits. Carimi wasn't just another pop group, though. It was Haiti's original boy band.
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313 min3-part Budgeting course9 CQ
If you are in the market to purchase a home, you know that it isn’t simple! Learn everything you need to know about a mortgage in this course from investigative reporter Barbara Nevins Taylor!
If you are in the market to purchase a home, you know that it isn’t simple! Learn everything you need to know about a mortgage in this course from investigative reporter Barbara Nevins Taylor!
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835 min8-part Budgeting course22 CQ
In this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
with Jeremy ShippIn this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
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516 min5-part Budgeting course12 CQ
Personal finance isn’t just about saving for retirement. Learn about mortgages, credit scores, loans, bonds, and bankruptcy with this course on making smart financial decisions.
with Wall Street SurvivorPersonal finance isn’t just about saving for retirement. Learn about mortgages, credit scores, loans, bonds, and bankruptcy with this course on making smart financial decisions.
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234 minFREE2-part Travel courseFree19 CQ
This succinct course explains how to reap the rewards that are out there for savvy budget travelers. The tips and strategies explained in this course will ultimately have you flying for free!
with Rocco BrownThis succinct course explains how to reap the rewards that are out there for savvy budget travelers. The tips and strategies explained in this course will ultimately have you flying for free!
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14124 min14-part Budgeting course71 CQ
As an investor, you've likely waited for a stock to go up but instead watched your investment disappear. Since most stock options expire worthless, learn how to cash in by selling stock options.
As an investor, you've likely waited for a stock to go up but instead watched your investment disappear. Since most stock options expire worthless, learn how to cash in by selling stock options.