Finance Academy

The Finance Academy 🚀

Learn how to build wealth the right way.

Course curriculum

This course supplements your 1:1 coaching sessions & helps build your personal finance and investing knowledge base. You have lifetime updates to the course so you'll keep learning with us before, during, after your 1:1 sessions.

1. Intro to the Course
2. Disclaimers & Disclosures
3. DOWNLOAD THE FINANCE ACADEMY WORKBOOK
4. DOWNLOAD THE MOBILE APP
5. Mentorship Guidelines
6. Communication Guidelines
7. Overview of Chapter 1
8. What is Your "Why"?
9. Financial Identities: Spenders, Savers, and Investors
10. Case Study: The Spender
11. Case Study: The Saver
12. Case Study: The Investor
13. Investors Buy Back Time
14. Life Stages & Levels of Wealth
15. FIRE: Financial Independence Retire Early
16. All about Credit, . . . Credit scores, reports, and cards
17. Different Types of Banks
18. Travel Hacking
19. Chapter 1 Summary with Wilson
1. Intro of Setting Yourself Up for Success
1. Rethinking Your Student Loan Approach
2. Student Loan Series (Part I)
3. Students Loan Series (Part II)
4. Student Loan Series (Part III)
5. Bonus Interview: Catalina Kaiyoorawongs of LoanSense
1. Career Planning and Strategies
2. Understanding the Different Practice Settings and Specialties
3. Career Optimization - Private Practices and Large Organizations
4. Understanding Your Employer Benefits
1. Job Searching 101
2. CVs, Cover Letters, and Chat GPT
3. Interview Prep 101
4. The STAR Method For Interviewing
5. Finding Non-Clinical Roles
6. Finding Remote Jobs
7. Anatomy of a Contract (Part I)
8. Anatomy of a Contract (Part II)
9. Anatomy of a Contract (Part III)
1. Income and Asset Protection (Part I)
2. Income and Asset Protection (Part II)
3. Income and Asset Protection (Part III)
4. Bonus Lecture: Insurance 101 with Henry Hoang, CFP of Bright Life Insurance
5. Money Drains
6. Family, Friends, & Boundaries
7. Lifestyle Inflation
8. Partner with Different Financial Awareness or Goals
9. Chapter 2 Overview with Wilson
1. Chapter 3 Primer With Wilson
1. Optimize Your Spending
2. Spending Priorities Tracker
3. Questions to Ask Yourself Before Spending
1. How Much Should We Save
2. Common Reasons for having a <20% Savings Rate and Solutions
3. Intro into the Pay Yourself First Strategy
1. Retirement - Before and Now
2. Types of Accounts: 401(k) & 403(b)
3. Types of Accounts: Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs)
4. How Much Money You Will Need to Have Invested When You Retire
5. Calculating your retirement age
1. From Savings to Investing
2. Different Types of Income Streams
3. Wealth Building Principles
4. Stock Market Basics
5. Index Funds, Mutual Funds, Exchange-Traded Funds
6. Certified Financial Planners (CFPs)
7. How I use Recommending Using CFPs
8. Riskier Trades: Individual Stocks and Options
9. Riskier Assets: Cryptocurrency and NFTs
10. Keep Things Simple and Be Mindful of Fees
11. Executing the Pay Yourself First Strategy
12. Chapter 4 Summary with Wilson
1. From Financial Security to Wealth
2. Speeding Up Your Wealth Journey
3. Financial Habits of the 1%
1. Traditional FIRE
2. Other Types of Fire
3. Why You Should Aim For Semi-Retirement
4. Your 1st $100k and $500k
1. Accelerating Financial Freedom with a Taxable Brokerage Account
2. Accelerating Financial Freedom with Real Estate Syndications or Funds
3. Accelerating Financial Freedom with Pensions
1. How Taxes Work and Ways to Reduce Them
2. Net Worth and Why It's Important
3. The Economic Machine
4. Chapter 5 Summary with Wilson
1. Should you Buy or Rent a Home
2. Buying a Wealth-Building Primary Home
3. Types of House Hacking
4. Our Initial Real Estate Journey
5. Accelerating Financial Freedom With Cash Flowing Rentals
6. Putting it all together
7. Chapter 6 Summary with Wilson
8. Bonus Lecture: How to Leverage Your W2 Job To Scale Your Real Estate Portfolio with ZCU
9. Bonus Interview: Leveraging Relationships to Achieve Real Estate Success with SMRD

About this course

94 lessons
15.5 hours of video content

Instructor(s)

Wilson Liang, PA-C, MHA, MPH

Wealth & Career & Mentor

Hi - I'm Wilson and I help PAs & NPs earn more, work less, and live life on their own terms!

The Finance Academy 🚀

Course curriculum

Chapter 1: Financial Basics, Identities, and Goals

Chapter 2: Setting Yourself Up for Success

2.1 Student Loans

2.2 Career Considerations

2.3 Applications, Interviews, and Contracts

2.4 Protecting Your Growing Wealth

Chapter 3 - Prioritizing Your Spending & Understanding Retirement

3.1 Spending

3.2 Savings

3.3 Retirement

Chapter 4 - From Savings to Investing: How the Stock Market Can Help You Build Wealth

Chapter 5 - From Financial Security to True Wealth: Understanding the Different Types of Financial Freedom

5.1 All about FIRE

5.2 Ways to Accelerate Financial Freedom

5.3 Taxes, Net Worth, Summary

Week 6: The Real Estate Game - Strategies for Building Wealth Through Homeownership and Rentals

About this course

Instructor(s)

Wilson Liang, PA-C, MHA, MPH

Wealth & Career & Mentor