Course details
For many of us who are not financial professionals, worrying about money and saving for the future can be a chore. In this course, financial expert Jane Barratt shows how opportunities arise when you change your attitude towards money. She walks you through the basics of personal finance—earning, spending, saving, and investing—with an eye for finding opportunities to enrich your life, pay down debt, and grow your money wisely.
Instructor
Jane BarrattChief Advocacy OfficerJane Barratt is the chief advocacy officer at MX Technologies, Inc.
Previously, Jane was the CEO at Goldbean, an online investing platform designed to help people start their investment journey with companies and brands they love, know, and buy. Jane is also a registered investment advisor (RIA) through FINRA and holds the Series 65 Securities license.
Jane is a global marketing and digital advertising pioneer, with C-suite roles in leading practices, brands, and agencies all over the world. Jane used what she saw in her career and travels to build her own personal investment portfolio that enabled her to take the leap and start GoldBean. “My 28-year-old self needed GoldBean—I had to learn and do everything the hard way when it came to investing.”
Her passion is connecting people with each other, and to ideas that can change their lives. An advocate for financial literacy, Jane is taking an innovative approach to building investment expertise at scale.
She can usually be found extolling the benefits of investing and telling women to stop spending so much money on shoes—unless they buy shares in growing, successful shoe companies, of course. An avid traveler and wine lover, Jane is charting the new normal of a balanced life with her husband and three children.
With the right tools and education, Jane firmly believes that anyone can be a confident investor.
Welcome
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– When people introduce themselves, they usually talk about their jobs, their families, their passions, one thing you rarely hear is their money story, which is their relationship to money. Now, ask yourself these questions: Was money a taboo topic when you were growing up? And, if it’s the latter, is that because of a lack of confidence, a lack of time, or just because you’ve told yourself you can’t do it? Welcome to Personal Finance Fundamentals. I’m Jane Barratt. The foundation of my money story is that my parents told me I could do anything in life, as long as I paid for it myself. Now, this was great advice, especially given I’m one of eight kids, and my Dad worked multiple jobs as an electrician. After spending 20 years selling things to people, and managing Madison Avenue agencies, I changed careers to become an investment advisor, and now I run a company that helps beginners get started with investing. I look at financial empowerment as a circular process that covers earning…