The best way to build an emergency cash fund is to start with a working budget and put away any excess income. Start a nest egg of savings with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:6
To determine the foreign exchange rate for different currencies, check the local paper for exchange rates, and pay attention to the inflation rate. Avoid exchanging money with countries that spend more money than they bring in with advice from a financial consultant in this free video on currency exchange.
Expert: Roger Groh
Bio: Roger Groh is the founder of Groh Asset Management.
Filmmaker: Bing Hu
Duration : 0:2:13
When investing in a tax-free mutual fund, be sure to take a look at the taxes and how they’re handled as not all mutual funds are free from taxes at federal, state and local levels. Find out which mutual funds are truly tax-free, like a bond mutual fund, with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:24
Becoming a day trader involves setting aside money to invest, and sitting down with other traders to learn the craft. Become a day trader, but only invest with money that one is prepared to lose, with tips from a futures and options floor trader in this free video on personal finance.
Expert: Mark Griffith
Bio: Mark Griffith has graduated in economics and philosophy at Clare College, Cambridge. He has been a futures and options floor trader at LIFFE (London International Financial Futures Exchange).
Filmmaker: Paul Volniansky
Duration : 0:2:52
College tuition can be deducted from taxes with the hop credit or with the lifetime learning credit, but both are subject to adjusted gross income limitations. Understand how these tuition credits are used for tax credit purposes with advice from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:36
Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:56
Avoiding an IRS tax audit is done by reporting all income accurately and avoiding red flags like not reporting tips. Prevent the IRS from starting an audit by using a trusted CPA or reporting taxes accurately with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:56
When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:47
Calculating your net worth is a simple equation that involves adding assets like cash, investments and cars and subtracting them from liabilities like rent or utilities. Figure net worth by adding and subtracting all the right assets and liabilities with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:24
Ways to invest in a money-market account include through a bank, a mutual-fund company or through a discount brokerage. Earn interest on saved money with a money-market account with advice from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:7