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Entrepreneurial Personal Finance

From personal finance core concepts to implementing your individual investment strategy

Course description

This course takes you from personal finance core concepts to implementing a personal investment strategy to build wealth and achieve your financial goals.

It is meant for working professionals looking to handle their personal finances like a successful entrepreneur. For those in professions that have not traditionally ended with financial freedom, this course provides opportunities to evaluate decisions in a monetary and non-monetary manner. 

By learning basic personal financing tricks, providing several tools, defining your financial goals and helping you understanding your levers to reach those goals, you will be better equipped to achieve your financial independence sooner.

Learning objectives

  • Understand common personal finance pitfalls and learn how to effectively assess your own financial situation and plan to achieve your financial goals.
  • Have an increased awareness of how your spending patterns and buying habits impact your ability to grow wealth.
  • Know the critical financial terms and key theories in entrepreneurial personal finance that are necessary to achieve financial independence.
  • Understand the relationship between the Worker, Independent operator, Large company owner, and Asset manager from a tax and monetary perspective.
  • Understand the relationship of risk and return and how different asset classes support you achieving your financial goals.
  • Follow the RINO INVEST investment strategy to reach your personal financial goals.

Spencer, Video Production Manager

Hometown: Bothell, WA
Favorite asset class: Business
Education background: Bachelor’s in Communications and Anthropology
Professional background: Event/Digital Marketing

Cassian pic
Favorite quote: “Be the change that you wish to see in the world.” Gandhi

Betty, UX/UI Designer

Hometown: Beaumont, CA
Favorite asset class: Real Estate
Education background: West Coast Ultrasound Institute Associate of Science in Cardiovascular Sonography, Current student at Colorado Technical University majoring in Business Administration with a concentration in Digital Marketing.
Professional background: Cardiology Technician

Favorite quote:
“Normality is a paved road: It’s comfortable to walk, but no flowers grow on it.”
Vincent van Gogh

Rahul Kulkarni, Asst. COO

Rahul Kulkarni serves as the Assistant Chief Operating Officer for RINO INVEST. In 1999 he earned a Bachelors degree in Mechanical Engineering before receiving his Masters in Business Administration with a concentration in Marketing from the University of Pune. In his spare time he enjoys bird watching and spending time with his wife and son.

Favorite quote:
“I don’t believe in taking right decisions. I take decisions and make them right!”
Sir Ratan Tata

Diego Castiblanco, Web Developer

Diego Castiblanco works as the Web Developer of RINO INVEST, He got his degree in Computer Science from The Universidad Distrital Francisco José de Caldas in 2017, he worked as a full-time Web Developer in UpWork which is one of the best freelancing platforms, he got the Top Rated Plus tag due to his dedication and professionalism serving clients from start-ups to big companies.

Favorite quote:
“It’s not what happens to you, but how you react to it that matters.”
Epictetus

Barbara Babcock, Curriculum Designer

Barbara Babcock is a Learning and Development Consultant and Financial Educator. Her passion is creating technology-rich learning solutions for Fortune 500 clients in the finance, technology, and engineering industries. She holds a Masters Degree in Educational Technology Leadership from The George Washington University and an undergraduate degree in Economics from the University of Dallas. She is also an emerging professional photographer whose work has been shown in various locations in Austin and Santa Fe.

Favorite quote:
“Experience is making mistakes and learning from them.”
Bill Ackman

Matt Pettit, CIO

Matt Pettit serves as the Chief Investment Officer of RINO INVEST. He is a 2015 Graduate of Wofford College with a degree in Accounting. He also serves his country as a Captain in the United States Army Reserve.

Favorite quote:
“Money is a terrible master but an excellent servant.”
P.T. Barnum