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Personal Finance Nuggets

Money Lessons You must Know

We talk alot about how our education system does not prepare us for the ‘real world’ – world of work, understanding finances, entrepreneurship, starting a business, etc. In this course i want to provide simple descriptions, definitions and information about real world subjects

  • What is cash flow? 

It is the difference between your total income and our total expense on a particular transaction, or in a specific investment. Cashflow is the amount left over from an income after all expenses have been deducted. Any amount left after expense is considered a positive cashflow, and any amount indicates a negative cash flow. Cashflow is critical in personal finance as a measure to determine whether you are spending more than you are making and and if you have anything left to put away in a=saving, or invest to future earnings.

  • What is a credit card and how should you use it to get ahead?

Credit is an amount advanced to you by typically a financial institution or an individual, with the expectation that you will repay that amount (sometimes with winterest) within a specific period. Credit card is a card that holds the value of the credit that is being advanced to you. And a credit rating in lay terms is the rating that the credit institutions give you based on their determination of your ability to manage and maintain the credit that has been advanced to you in the past. Basically, their opinion of how well you are likely to do with credit based on your history with similar credit. 

  • How does a savings account work in 2021? 

Savings account is a banking product offered by a financial institution that allows you to deposit your money and for the bank to hold the money in trust on your behalf until you are ready to withdraw the money. 

  • You need more than 1 stream of income: 

We have been taught to go tos school, get a job, make decent pay and retire at 60, but did you know that there is another way. You not only could have your day job, but you can have a side business along with it. In fact, it is recommended that you do

  • Investment rule: 

Never spend your capital, always work out how to get your principal out of the deal so you can use it for the next one

  • You need a budget: 

Budget is simply an allocation of your income based on your financial goals. Simple way to go about it is to itemize your monthly or annual financial goal, determine your income, and allocate an appropriate amount of your income to each item. The next logical step would of course be sticking as closely as possible to the budget in your actual spending throughout the month or the year. Of course the important part is sticking to the budget 

  • Debt can be a Tool: 

Some of the more common debts are student loans, mortgage, credit card, car loan, personal loan. Depending on who you are talking to, debt is either seen as a taboo and you should never take it on; or it can be seen as “free money”. In reality, debt is a two edged sword that can be leveraged with appropriate knowledge and planning for investment or trading (simply put, good debt is when you borrow for the purpose of turning a profit and repaying the original debt). aBad debt is borrowing for the purpose of personal consumption; eg. the mortgage on your primary residence, car loan, to cover other personal expenses. Use good debts if you are diligent to learn how, and avoid/limit your debt for personal expenses.