J I Medina Investments

Important Financial Topics You Should Know.

The course is designed for those who want to take control of their finances and understand the investing options available. This is an introductory course to build a foundation on. After the course you will be able to create financial goals and budgets, learn about investment vehicles and insurance, and lastly, how to fix your credit and payoff debt. This course will consist of six modules that discuss the topics below. ENROLL TODAY!

Module 1 - Financial Goals

  • Goal Setting

Module 2 - Budgeting

  • Budgeting

Module 3 - Investing

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Derivatives

Module 4 - Retirement

  • Employer-Sponsored Retirement Accounts (401k,403b,457)
  • Individual Retirement Accounts (IRA)

Module 5 - Insurance

  • Auto Insurance
  • Home Owners/Renters Insurance
  • Life Insurance
  • Disability Insurance
  • Health Insurance

Module 6 - Debt Payoff

  • Credit Score
  • Credit Report
  • Debt Payoff

* Bonus Content

  • 25% off financial planning fees ($625 Value)
  • Two, 30 minute 1-on-1 virtual meetings to discuss up to three course topics ($450 Value)
  • Various Spreadsheets ($200 Value)

Your Instructor

Jose Medina
Jose Medina

My name is Jose Medina - MBA, I am the founder of J I Medina Investments, a Registered Investment Advisory Firm in Texas. I started the firm because I wanted to help those who didn't have the $250,000 threshold that a majority of firms require in order to work with you. I believe that everyone deserves access to financial planning and being financially literate. I created this course to do just that, educate people from all walks of life to become better with their finances. My education is a Master of Business Administration (MBA) in Finance and have experience in the financial industry for over 12 years. I've learned about the industry through formal education such as my degrees (MBA and BBA), reading from industry experts, and taking courses to become an expert in this industry. Jose Medina is a Premier Advisor at Investopedia. View profile HERE.

Contact info: [email protected]

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