Welcome to the 'FinLit with Mr. 401(k)' Course Materials for Spring Term 2026
Course Syllabus
Learn what FinLit with Mr. 401(k) is all about and review the tentative class-by-class schedule. The schedule will be updated throughout the term to reflect any changes.
Module 1: Foundations of Money
What is money, and why does it matter? Discover the history, theories, and fundamental principles of money, setting the stage for understanding its role in our modern economy.
Module 2: Making & Spending Money
Learn how to manage income, expenses, taxes, and budgets to build a solid foundation for personal finance.
- PDFFinancial-Literacy-Class-05-From-Value-to-Exchange-Why-People-Trade
- PDFFinancial-Literacy-Class-06-Income-I-Understanding-Earned-Income
- PDFFinancial-Literacy-Class-06-Pay-Stub-Sample
- PDFFinancial-Literacy-Class-07-Income-II-Exploring-Passive-and-Portfolio-Income
- PDFFinancial-Literacy-Class-07-Interest-Sample-Bank-of-America-DigitalDeposit_WA_Excluding_Portland
- PDFFinancial-Literacy-Class-08-Smart-Spending-Understanding-and-Managing-Expenses
- PDFFinancial-Literacy-Class-09-Taxes-the-Cost-of-Freedom
- PDFFinancial-Literacy-Class-10-Balancing-Needs-and-Wants-Budgeting-Basics
Module 3: Owning & Owing Stuff
Explore the concepts of assets, liabilities, equity, and how banks operate to better understand net worth and financial health.
- PDFFinancial-Literacy-Class-13-Assets-What-You-Own-and-Why-It-Matters
- PDFFinancial-Literacy-Class-13-IG-from-Kantar_BrandZ_2025_Most_Valuable_Global_Brands-2025
- PDFFinancial-Literacy-Class-14-Liabilities-Understanding-and-Managing-What-You-Owe
- PDFFinancial-Literacy-Class-18-Equity-and-Net-Worth-Understanding-Wealth
Module 4: Exploring Bitcoin
Discover what makes Bitcoin unique as a digital currency, how it works, and its potential role in the future of money.
Module 5: Time & Money
How do time and money work together? Learn about inflation, interest, compound growth, and annuities to appreciate the power of time in financial decision-making.
- PDFFinancial-Literacy-Class-22-How-Price-Changes-and-Interest-Work
- PDFFinancial-Literacy-Class-23-The-Power-of-Time-Compound-Interest-with-Lump-Sum-Formulas
- PDFFinancial-Literacy-Class-24-The-Power-of-Time-Annuity-Basics
- PDFFinancial-Literacy-Class-25-Is-College-a-Smart-Investment-Business-Plan-Project
- MP4Financial-Literacy-Class-25-Is-College-a-Smart-Investment-Student-Debt-Video-Clip1-Low
- MP4Financial-Literacy-Class-25-Is-College-a-Smart-Investment-Student-Debt-Video-Clip2-Low
Module 6: Getting Started with Investing
Dive into the basics of stocks, bonds, and funds, and learn how anyone can start making smart investment decisions.
- PDFFinancial-Literacy-Class-26-Smart-Investing-Growing-Your-Money-for-the-Future
- PDFFinancial-Literacy-Class-26-Smart-Investing-Growing-Your-Money-for-the-Future-VTI-Report-Card
- PDFFinancial-Literacy-Class-27-Building-Blocks-of-a-Strong-Portfolio
- PDFFinancial-Literacy-Class-28-Investment-Fund-Basics
- PDFFinancial-Literacy-Class-28-Investment-Fund-Basics-Practical-Application-Fund-Menu
Module 7: Planning For Your Future
Synthesize course concepts and develop strategies for lifelong financial success and adaptability to financial challenges.
- PDFFinancial-Literacy-Class-30-Putting-It-All-Together-Earning-Investing-Avoiding-Debt-Traps
- PDFFinancial-Literacy-Class-32-Answering-Student-Questions-Life-Lessons
Supplement A: CASHFLOW Board Game
The CASHFLOW board game, created by Rich Dad Poor Dad author, Robert Kiyosaki, transforms abstract ideas like budgeting, investing, and passive income strategies into engaging gameplay, helping students apply classroom lessons in real-world scenarios.
- PDFFinancial-Literacy-Class-11-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-15-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-16-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-17-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-34-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-35-CASHFLOW-Board-Game
- PDFFinancial-Literacy-CASHFLOW-Board-Game
- PDFCASHFLOW board game instructions 2020
- PDFCASHFLOW fast track financial statement 2020
- PDFCASHFLOW rat race financial statement 2020
Supplement B: Business Plan Project
Develop a business idea and a business plan that reinforces financial concepts through the lens of entrepreneurship.
- PDFFinancial-Literacy-Class-12-Business-Plan-Project-Work
- PDFFinancial-Literacy-Class-20-Business-Plan-Project-Work
- PDFFinancial-Literacy-Class-29-Business-Plan-Project-Work
- PDFFinancial-Literacy-Class-31-Business-Plan-Projects-Presentations
- PDFFinancial-Literacy-Class-33-Business-Plan-Projects-Presentations