Course curriculum

  • 1

    The Path to Financial Independence

    • Introduction to the Home Run Plan Course
    • The Home Run Plan
    • About Our Course
    • The Home Run Plan
  • 2

    Income Protection

    • Introduction to Income Protection
    • When do you need insurance?
    • How much life insurance do you need?
    • The difference between Term Life Insurance and Cash Value
    • Critical Illness Coverage: Life Insurance for the living
    • Health Insurance: At work, at home, and on the go.
    • Obamacare Basics
    • Auto Insurance
    • Homeowner's Insurance
    • Renter's Insurance
    • Income Protection Quiz
  • 3

    Legal Documents

    • Introduction to Legal Documents
    • Will
    • Advance Directives
    • Living Will
    • Medical Power of Attorney
    • Five Wishes
    • Kids' Protection Program
    • Trusts
    • Legal Documents Quiz
  • 4

    Budgeting

    • Introduction to Budgeting
    • Budget Pie Chart
    • Envelope Program
    • Payroll Taxes
    • Banking Overdraft Fees
    • Budgeting Your Money, Time, and Energy
    • Budgeting Quiz
  • 5

    Debt Elimination and Credit Rejuvenation

    • Introduction to Debt Elimination and Credit Rejuvenation
    • What Makes Up Your Credit Score
    • Reading Your Credit Report
    • How to dispute items on your credit reports
    • Turbo charging your credit score repair.
    • Rule of 72
    • Debt Snowball
    • Credit Card Debt
    • College Debt
    • Mortgage Debt
    • Debt Elimination Options
    • Debt Elimination and Credit Rejuvenation Quiz
  • 6

    Investing

    • Introduction to Investing
    • The Rule of 72 Revisited
    • Common Types of Investments
    • Emergency Fund
    • Short Term Funds
    • Long Term Funds
    • College Savings Options
    • Retirement Investment Options
    • Investments Quiz
  • 7

    Long Term Care Insurance

    • Introduction to Long Term Care Insurance
    • Long Term Care Insurance Basics
    • How Much Does LTC Insurance Cost and Who Pays?
    • Ohio's LTC Partnership Program
    • Long Term Care Insurance Quiz
  • 8

    Financial Independence

    • Introduction to Financial Independence
  • 9

    Multiple Streams of Income

    • The Need for Multiple Streams of Income
    • Talent Discovery and Development
  • 10

    Before you go ...

    • Before you go...