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Money Minutes: Personal Finance 201

You've already tackled the basics in the Personal Finance 101. Now it is time to build upon that solid foundation and get into the specifics with the next video series, Personal Finance 201.

Reminder: During each session, you’ll hear from professional CPAs and then complete a short quiz at the end to test your new knowledge. Ready? Select a topic to get started:

Credit Cards 201

Credit Cards 201

Credit cards can make your financial life easier and more convenient. Michael Eisenberg, CPA/PFS, talks though how to choose one that’s right for you.


Credit Reports 201

Credit Reports 201

A credit report is like a personnel file for your finances. Michael Eisenberg, CPA/PFS, explains why you need to know what’s in it and make sure it’s accurate.


Taxes 201

Taxes 201

Everyone has to pay taxes. Tracie Miller-Nobles, CPA, explains how taxes work and what you can do to avoid overpaying and make sure you aren’t penalized. 


Fraud & Identity Theft 201

Fraud & Identity Theft 201

Fraud schemes and ID theft are prevalent. But if you follow these tips from David Almonte, CPA, you can reduce your risk of being victimized.


Spending 201

Spending 201

Want to create a budget, but not sure where to start? Susan Spiers, CPA, explains its as easy as ’50-30-20.’


Goal Setting 201

Goal Setting 201

Monica Sonnier, CPA, talks you through short, intermediate and long-term goal setting and how to stay on track. 


Banking 201

Banking 201

Banks offer a number of services to help Americans manage their finances but choosing one that’s right for you can be tough. Kelly Ward, CPA, CGMA, explains in plain English some of the factors to consider before depositing your hard earned cash.


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