Make smarter financial choices with expert purchasing strategies from a CPA. Learn how to buy cars, appliances, and more with confidence. Read more.
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Individuals looking to make informed, strategic large purchases
- Financial planners guiding clients through major buying decisions
What you’ll learn:Â
- Proven purchasing strategies for big-ticket items
- The role of warranties in purchase decisions
- Best practices for buying a car
- How to decide between buying and leasing a vehicle
- Essential post-purchase steps to maximize value
Requirements:Â
- No prior knowledge required
Making smart long-term purchases requires a structured decision-making process. While people naturally develop intuition for short-term decisions through habit and repetition, major financial choices—like purchasing a car or large appliance—demand a more analytical approach.
In this course, you will gain expert-backed purchasing strategies to confidently navigate large purchases. You’ll learn how to assess warranties, compare financing options, and compare the benefits and drawbacks of leasing versus buying.
While home buying is one of the most significant individual purchases, it is not covered in this course due to its complexity. However, many of the fundamental decision-making principles discussed can also be applied to real estate.
Practical, Hands-On Learning:
- Real-world case studies demonstrating purchasing strategies in action
- Guided practice problems to reinforce concepts
- Downloadable Excel workbooks (Google Sheets compatible) with:
- Step-by-step problem-solving exercises
- Answer keys for self-assessment
Ready to invest in yourself? Enroll in my courses and gain valuable knowledge.
Our Promise to You
By the end of this course, you will have the confidence and knowledge to make well-informed, financially sound purchasing decisions that align with your long-term goals.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
Section 1 - Presentations - Purchasing Strategies | |||
6010 Buying Strategies For Large Items Including A Car Overview | 00:00:00 | ||
6020 Warranties | 00:00:00 | ||
6025 Large Purchase Process Like Car Overview | 00:00:00 | ||
6030 Large Purchase Process Car – Lease Or Buy | 00:00:00 | ||
6040 Large Purchase Process Car - Determining The Price | 00:00:00 | ||
6050 Large Purchase Process Car – Post-Purchase Steps | 00:00:00 | ||
6060 Large Purchase Process Car – Resolving Consumer Complaints | 00:00:00 | ||
Section 2 - Practice Problems - Purchasing Strategies | |||
6110 Membership Purchase Decision - OneNote | 00:00:00 | ||
6120 Purchase On Credit vs Cash Decision - OneNote | 00:00:00 | ||
6130 Unit Price Calculation - OneNote | 00:00:00 | ||
6140 Cost Of Service Contract vs Investment - OneNote | 00:00:00 | ||
6150 Business With Franchise Fees Break Even Point - OneNote | 00:00:00 | ||
6160 Decision To Buy Appliance Net Present Value - OneNote | 00:00:00 | ||
6170 Coupon Savings Calculation - OneNote | 00:00:00 | ||
6180 Car Lease vs Purchase Decisions - OneNote | 00:00:00 | ||
6190 Auto Operation Cost Calculation And Projection - OneNote | 00:00:00 | ||
6210 Loan Periods Impact On Payment - OneNote | 00:00:00 | ||
Section 3 - Excel Problems - Purchasing Strategies | |||
6110 Membership Purchase Decision | 00:00:00 | ||
6120 Purchase On Credit vs Cash Decision | 00:00:00 | ||
6130 Unit Price Calculation | 00:00:00 | ||
6140 Cost Of Service Contract vs Investment | 00:00:00 | ||
6150 Business With Franchise Fees Break Even Point | 00:00:00 | ||
6160 Decision To Buy Appliance Net Present Value | 00:00:00 | ||
6170 Coupon Savings Calculation | 00:00:00 | ||
6180 Car Lease vs Purchase Decisions | 00:00:00 | ||
6190 Auto Operation Cost Calculation And Projection | 00:00:00 | ||
6210 Loan Periods Impact On Payment | 00:00:00 |
About This Course
Who this course is for:
- Individuals looking to make informed, strategic large purchases
- Financial planners guiding clients through major buying decisions
What you’ll learn:Â
- Proven purchasing strategies for big-ticket items
- The role of warranties in purchase decisions
- Best practices for buying a car
- How to decide between buying and leasing a vehicle
- Essential post-purchase steps to maximize value
Requirements:Â
- No prior knowledge required
Making smart long-term purchases requires a structured decision-making process. While people naturally develop intuition for short-term decisions through habit and repetition, major financial choices—like purchasing a car or large appliance—demand a more analytical approach.
In this course, you will gain expert-backed purchasing strategies to confidently navigate large purchases. You’ll learn how to assess warranties, compare financing options, and compare the benefits and drawbacks of leasing versus buying.
While home buying is one of the most significant individual purchases, it is not covered in this course due to its complexity. However, many of the fundamental decision-making principles discussed can also be applied to real estate.
Practical, Hands-On Learning:
- Real-world case studies demonstrating purchasing strategies in action
- Guided practice problems to reinforce concepts
- Downloadable Excel workbooks (Google Sheets compatible) with:
- Step-by-step problem-solving exercises
- Answer keys for self-assessment
Ready to invest in yourself? Enroll in my courses and gain valuable knowledge.
Our Promise to You
By the end of this course, you will have the confidence and knowledge to make well-informed, financially sound purchasing decisions that align with your long-term goals.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
Section 1 - Presentations - Purchasing Strategies | |||
6010 Buying Strategies For Large Items Including A Car Overview | 00:00:00 | ||
6020 Warranties | 00:00:00 | ||
6025 Large Purchase Process Like Car Overview | 00:00:00 | ||
6030 Large Purchase Process Car – Lease Or Buy | 00:00:00 | ||
6040 Large Purchase Process Car - Determining The Price | 00:00:00 | ||
6050 Large Purchase Process Car – Post-Purchase Steps | 00:00:00 | ||
6060 Large Purchase Process Car – Resolving Consumer Complaints | 00:00:00 | ||
Section 2 - Practice Problems - Purchasing Strategies | |||
6110 Membership Purchase Decision - OneNote | 00:00:00 | ||
6120 Purchase On Credit vs Cash Decision - OneNote | 00:00:00 | ||
6130 Unit Price Calculation - OneNote | 00:00:00 | ||
6140 Cost Of Service Contract vs Investment - OneNote | 00:00:00 | ||
6150 Business With Franchise Fees Break Even Point - OneNote | 00:00:00 | ||
6160 Decision To Buy Appliance Net Present Value - OneNote | 00:00:00 | ||
6170 Coupon Savings Calculation - OneNote | 00:00:00 | ||
6180 Car Lease vs Purchase Decisions - OneNote | 00:00:00 | ||
6190 Auto Operation Cost Calculation And Projection - OneNote | 00:00:00 | ||
6210 Loan Periods Impact On Payment - OneNote | 00:00:00 | ||
Section 3 - Excel Problems - Purchasing Strategies | |||
6110 Membership Purchase Decision | 00:00:00 | ||
6120 Purchase On Credit vs Cash Decision | 00:00:00 | ||
6130 Unit Price Calculation | 00:00:00 | ||
6140 Cost Of Service Contract vs Investment | 00:00:00 | ||
6150 Business With Franchise Fees Break Even Point | 00:00:00 | ||
6160 Decision To Buy Appliance Net Present Value | 00:00:00 | ||
6170 Coupon Savings Calculation | 00:00:00 | ||
6180 Car Lease vs Purchase Decisions | 00:00:00 | ||
6190 Auto Operation Cost Calculation And Projection | 00:00:00 | ||
6210 Loan Periods Impact On Payment | 00:00:00 |