Making big money from a small family: tips on organizing your family finances

Zhou Yong, CEO of Qianerduo Wealth Academy and wealth management expert. He has more than 25 years of investment and financial reporting experience, and has served as deputy editor-in-chief of Caixin Media Video. He is a compound expert who has both professional financial analysis capabilities and the ability to interpret macroeconomic policies.

He achieved a total return of more than 85% in a recent five-year fund investment. In 2017, he selected the best performing fund of the year through his own four-step fund method, with an annualized return of more than 30%.

Do you know how much money your family has? Are you confused about the accounts and have no idea about education funds and pensions? Clarifying the income, expenditure and goals of family members is the top priority after starting a family!

Course Catalog:

01 How to organize your family finances and let time earn money for you

02 Why do we need to organize our family finances?

03 Do you know how much money your family has?

04 Teach you how to organize your family balance sheet

05 Learn to keep accounts: have a clear view of household expenses

06 Family Essentials: How to allocate assets

07 Funds for specific purposes (I): How to plan your child’s education fund?

08 Earnest Funds for Earnest Purposes (II): Planning Pension Funds

09 Organizing consumption: the key to changing moonlight families

10 Four insurance policies that young families must have

11 How should I choose critical illness insurance when I have elderly parents and young children to take care of?

12 How should the family configure insurance after having a baby?

13 How to allocate medical, accidental and serious illness benefits?

14. Emotional savings account: Communicate honestly about your views on money

15 The first step in investing: establishing a family financial management system

16 How to use leverage: What is the most cost-effective way to get a loan?

17 How should young families manage real estate?

18 Family investment banking: Are all the capital guaranteed?

19 How to choose a suitable and excellent fund?

20 Money-saving tips that even experienced investors may not know

21 Don’t fall into these three pitfalls of fund investment