Ultimate Family Money School
The course bundle crafted to provide engaging money education for kids of any age
How to Use Ultimate Family Money School
You're a Hero: Course Overview
You're a Hero
Money Values Inventory
Session 2.1 - When Should You Start?
Session 2.1 Slides
30 Conversation Starters For Kids
Session 2.2 - What Should You Teach? The 5 Pillars
Session 2.2 Slides
Reflect and Plan Ahead Tool
5 Pillars of Money
Session 2.3 - How Should You Teach It?
Session 2.3 Slides
Session 3.1 - Make Work Normal
Session 3.1 Slides
Session 3.2 - The Great Debate: To Allowance Or Not?
Session 3.2 Slides
How To Develop Executive Function
Session 3.3 - Which Option For An Allowance Is The Best?
Session 3.3 Slides
How To Make Your Personalized Chore Charts (from Session 3.2 and 3.3)
Session 4.1 - Understanding Needs And Wants To Win With Money
Session 4.1 Slides
Session 4.2 - Budget Pie And Managing A Budget
Session 4.2 Slides
Budget Pie Recipe
Family Money School Expense Tracker
The Money Genius' First Budget
Session 5.1 - Changing Your Saving Perspective
Session 5.1 Slides
Session 5.2 - Making Savings Automatic
Session 5.2 Slides
Session 5.3 - Make "The Choice" To Save More Money
Session 5.3 Slides
5 Tips To Help Your Kiddo Learn To Save
Session 6.1 - Using Bacon And Monkeys To Build Generosity
Session 6.1 Slides
Monkey Video Link
Session 6.2 - Strategies For Growing In Generosity
Session 6.2 Slides
Serving As A Family
Session 7.1 - Putting Money In Its Proper Place
Session 7.1 Slides
Session 7.2 - Show Your Kids Your Why
Session 7.2 Slides
Money Values Inventory
Your Money Values Reflection
Let's Do This!
References
Introduction - You're a Hero
How To Use This Course
Money Genius Academy Course Outline
Module 1: Introduction to Personal Finance - Student Notes
Session 1.1 - A Brief History of Money
Session 1.2 - The Times, They Are A Changin'
How Patient Are You?
Session 1.3 - The Importance of Knowledge, Behavior and Mindset in Winning with Money
Money Values Inventory
Session 1.4 - The 5 Pillars of Money
Reflect and Plan Ahead Tool
Module 1: Introduction to Personal Finance - Student Notes Answers
Module 2: Working & Earning - Student Notes
Session 2.1 - Why Work Works
Hard Work Quotes to Note
Session 2.2 - Developing Good Personal Habits
Paperclip Power Up & Habit Change Tracker
Session 2.3 - How to Get Your First Job
Build Your First Resume
Session 2.4 - Getting Paid, What You Make vs. What You Take
Understanding Your Pay Stub
Session 2.5 - Taxes, A Basic Introduction
A Taxing Situation
Module 2: Working & Earning - Student Notes Answers
Module 3: Savvy Spending - Student Notes
Session 3.1 - Needs vs. Wants
The Need to Understand Needs & Wants
Session 3.2 - Consumer Awareness and Pricing
Pricing Pandemonium
Session 3.3 - Advertising, Sales, and Sneaky Techniques
Adventures in Advertising
Session 3.4 - Bargain Shopping
Wheelin' and Dealin' Roadtrip
Session 3.5 - The REALLY Real Cost of an Item
Counting the Costs
Session 3.6 - DECIDEing to Buy
DECIDE in Real Life
Session 3.7 - Ways to Pay
Ways to Pay Quiz
Session 3.8 - The Smart Way to Buy Online
Pump Up Your Passwords
Module 3: Savvy Spending - Student Notes Answers
Module 4: Debt & Credit - Student Notes
Session 4.1 - What is Credit
Borrowing Fitness Test
Session 4.2 - The Catastrophic Costs of Debt
Debt Snowball Danger
Session 4.3 - Good Debt vs. Bad Debt
Good Debt or Bad Debt
Session 4.4 - Credit Reports and Credit Scores
Identify the Credit Crunch
Session 4.5 - Credit Cards
Life in Credit Card Country
Session 4.6 - The Big 3 Loans: Mortgages
Mortgage Musings
Session 4.7 - Buying a Car: Auto Loans
First Car Frenzy
Session 4.8 - Student Loans
The Cost of College
Session 4.9 - Responsibilities & Rights of Borrowers
Credit Protection Detection
Module 4: Debt & Credit - Student Notes Answers
Module 5: Saving - Student Notes
Session 5.1 - Reasons to Save
The Millionaire Quiz
Session 5.2 -Setting SMART Saving Goals
Getting SMART with Money Goals
Session 5.3 - Spend Less Than You Make
Pay Yourself First Action Plan
Session 5.4 - Automatic Millionaire
Automatic Savings Payoff
Session 5.5 - Apps That Help You Save
Apps to Hack Your Savings
Module 5: Saving - Student Notes Answers
Module 6: Budgeting - Student Notes
Session 6.1 - Why Budgeting is Beautiful
Paychecks & Prayers: Get Spent
Session 6.2 - What's in a Budget?
Where Does My Money Go Challenge
Session 6.3 - Building Your Budget
Budget Building Bonanza
Session 6.4 - Budgeting Apps to Make it Easy
Build Your EveryDollar Budget
Session 6.5 - Putting it into Practice
The Weekend Getaway
Module 6: Budgeting - Student Notes Answers
Module 7: Banking - Student Notes
Session 7.1 - What Banks Do
Banking on Banks
Session 7.2 - Choosing Your Bank
Choosing Your Bank
Session 7.3 - Types of Accounts & How to Open Your Own
Opening Your Bank Account
Session 7.4 - Understanding Your Bank Statement
Deciphering Your Bank Statement
Module 7: Banking - Student Notes Answers
Module 8: Investing - Student Notes
Session 8.1 - Investing 101
Navigating Net Worth
Session 8.2 - Risky Business
Rating Your Risk Tolerance
Session 8.3 - Types of Investments
The Investment Investigator
Session 8.4 - A Most "Interest"ing Discussion
The Benefits of Investing Early
Session 8.5 - The Stock Market
Can You Beat the Stock Market?
Session 8.6 - How to Win the Investing Game
7 Critical Investing Questions
Module 8: Investing - Student Notes Answers
Module 9: Generosity - Student Notes
Session 9.1 - Ways to Give: Time, Talents, and Money
Exploring Charity Rockstars
Session 9.2 - The Benefits of Giving
Your Charity Investigation
Session 9.3 - Leaving a Legacy
Leaving a Legacy Reflection
Module 9: Generosity - Student Notes Answers
Module 10: Gratitude - Student Notes
Session 10.1 - The Benefits of Gratitude
Daily Gratitude Challenge
Session 10.2 - Social Media & Gratitude
The Social Media Fast Challenge
Session 10.3 - The Best Practices of Grateful People (and how to become one)
Growing Grateful Habits
Module 10: Gratitude - Student Notes Answers
Bringing it All Together - Live Like a Money Genius