It’s Your Money

It’s Your Money! Make, Manage, and Multiply It! Don Barkman The Business Center Oak Ridge, TN

Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Yo, Dudes

Don Barkman ,[object Object],[object Object],[object Object],[object Object]

Disclaimer ,[object Object],[object Object],[object Object]

Are You a Millionaire? ,[object Object],[object Object],[object Object],$25,000 x 40 yrs. = $1,000,000

Pop Quiz ,[object Object],[object Object],[object Object],[object Object],[object Object]

Managing Money ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Financial Goals ,[object Object],[object Object]

Goal Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Goal Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Earning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Earning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Pop Quiz ,[object Object],[object Object],[object Object],[object Object],[object Object],To be in the top 5% required an “Adjusted Gross Income” of $145,283.

Spending ,[object Object],[object Object],[object Object]

Spending ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],$1,500 $0 -2,500

Spending ,[object Object],[object Object],[object Object],4,000 2,200 2,500 1,500 2,700 2,350 Total 2,500 Beach 700 Life Ins. 1,000 IRS 1,200 Prop. Tx. 850 Xmas Periodic & Annual 1,500 1,500 1,500 1,500 1,500 1,500 Core June May Apr. Mar. Feb. Jan.

Personal Profit ,[object Object],[object Object],[object Object],Earnings (Paycheck) - Spending = Personal Profit

Personal Profit ,[object Object],[object Object],Total Income 31,200 - Total Expenses 28,700 = Annual Profit 2,500 Calculate your monthly profit position. (1,400) 400 100 900 (100) 250 Profit 4,000 2,200 2,500 1,500 2,700 2,350 Total Mo. Expenses 2,600 2,600 2,600 2,600 2,600 2,600 Income June May Apr. Mar. Feb. Jan.

Personal Profit ,[object Object],[object Object],Add & Subtract from left to right for running total. June May Apr. Mar. Feb. Jan. (1,400) 400 100 900 (100) 250 Profit +150 +1,550 +1,150 +1,050 +150 +250 Rolling Profit Position

Personal Profit ,[object Object],[object Object],[object Object],[object Object]

Saving ,[object Object],[object Object],[object Object],[object Object]

Saving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Saving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Savings & Wealth ,[object Object],[object Object]

Personal Wealth ,[object Object],[object Object],[object Object],[object Object],[object Object]

Personal Wealth ,[object Object],[object Object],[object Object]

Personal Wealth ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Personal Wealth ,[object Object],Assets House $200,000 Cars $ 20,000 Invest. $75,000 Furn. & Appl. $5,000 Total $300,000 Liabilities Mortgage $90,000 Car Loans $5,000 Credit Cards $5,000 Etc. $X0,000 Total $100,000 Net Worth = $200,000

Personal Wealth ,[object Object],[object Object],[object Object],[object Object],[object Object],Income - Expenses = Personal Profit Assets - Liabilities = Net Worth Pleasure Dividend Today Save Invest Security & Fun Tomorrow

Personal Wealth ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Pop Quiz ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Pop Quiz ,[object Object],[object Object],[object Object],[object Object],[object Object],In 2041, the “Trust Fund” is 0.

Investing ,[object Object],[object Object],[object Object],[object Object]

Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Pop Quiz ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Copyright Notice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

It’s Your Money

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It’s Your Money