Welcome to the 'FinLit with Mr. 401(k)' Course Materials for Winter Term 2024 to 2025
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-4-Income-I-Exploring-Passive-and-Portfolio-Income
- PDFFinancial-Literacy-Class-5-Income-II-Understanding-Earned-Income
- PDFFinancial-Literacy-Class-5-Income-II-Understanding-Earned-Income-Pay-Stub-Handout
- PDFFinancial-Literacy-Class-6-Smart-Spending-Understanding-and-Managing-Expenses
- PDFFinancial-Literacy-Class-7-Taxes-the-Cost-of-Freedom
- PDFFinancial-Literacy-Class-7-MMM-bii-investment-perspectives-december-2024
- PDFFinancial-Literacy-Class-8-Balancing-Needs-and-Wants-Budgeting-Basics
- PDFFinancial-Literacy-Class-9-Broken-Money-by-Lyn-Alden
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-10-Assets-What-You-Own-and-Why-it-Matters
- PDFFinancial-Literacy-Class-11-CASHFLOW-Board-Game
- PDFFinancial-Literacy-Class-12-Guest-Instructor-Yannis-Koumantaros
- PDFFinancial-Literacy-Class-13-Guest-Instructor-Demetre-Christofilis
- PDFFinancial-Literacy-Class-14-Guest-Instroctor-Jack-Westphal
- PDFFinancial-Literacy-Class-15-Liabilities-Understanding-and-Managing-What-You-Owe
- PDFFinancial-Literacy-Class-16-Equity-and-Net-Worth-Understanding-Wealth
- PDFFinancial-Literacy-Class-16-HB-1285-Financial-Education-Graduation-Requirement
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.
- PDFFinancial-Literacy-Class-17-Banking-and-Traditional-Financial-System-Basics
- PDFFinancial-Literacy-Class-18-Bitcoin-101-Permissionless-and-Decentralized-Digital-Money
- PDFFinancial-Literacy-Class-19-Bitcoin-Transaction-Step-by-Step-Business-Plan-Project
- PDFFinancial-Literacy-Class-19-Suggested-Business-Plan-Outline
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-20-How-Price-Changes-and-Interest-Work
- PDFFinancial-Literacy-Class-20-How-Price-Changes-and-Interest-Work-HBR-Article-What-Causes-Inflation
- PDFFinancial-Literacy-Class-21-The-Power-of-Time-Compound-Interest-with-Lump-Sum-Formulas
- PDFFinancial-Literacy-Class-22-The-Power-of-Time-Annuity-Basics-Business-Plan-Project
- MP4Financial-Literacy-Class-22-Student-Debt-Video
- PDFFinancial-Literacy-Class-23-Is-College-a-Smart-Investment-Business-Plan-Project
- XLSXFinancial-Literacy-Class-23-Is-College-a-Smart-Investment-Student-Loan-Model
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-24-Smart-Investing-Growing-Your-Money-for-the-Future
- PDFFinancial-Literacy-Class-24-Smart-Investing-Growing-Your-Money-for-the-Future-VTI-Report-Card
- XLSXFinancial-Literacy-Class-24-Smart-Investing-Growing-Your-Money-for-the-Future-VTI-Investment-Growth
- PDFFinancial-Literacy-Class-25-Smart-Investing-II-Building-Blocks-of-a-Strong-Portfolio
- PDFFinancial-Literacy-Class-26-Basics-of-Investment-Funds-Business-Plan-Project
Module 7: Planning For Your Future
Synthesize course concepts and develop strategies for lifelong financial success and adaptability to financial challenges.