11/16/15 iTunes U 1 11/16/15 2 11/16/15 $ " / # ) - PDF document

11/16/15 iTunes U 1

11/16/15 2

11/16/15 $ " / # ) & & * " / $ # " . - , + ( * ) ( $ $ 2 $ ' & * & & $ % 1 # # " ! " . - # * " $ & . $ ( 0 & - http://www.smartaboutmoney.org/Tools-Resources/Financial-Identity/Quiz 3

11/16/15 “ There is no roadmap to growing up. Financial Identity Quiz is one tool to help you identify where you are currently on your journey to financial independence. ” http://www.smartaboutmoney.org/Tools-Resources/Financial-Identity/Quiz http://www.smartaboutmoney.org/Tools-Resources/Financial-Identity/Quiz http://www.pacareerzone.org/budget/ http://www.pacareerzone.org/budget/ 3$04-'*#$$ 5("*&&-$64.#&$&-$ 78+#$3$9*#)9:$*&$;#*$ 90("*#"$(<&'*$%&'"$ 0&-#%$=$*&$ )&94>6#?%$40)(5*$ %&'"$,-(-54(?$ 1'*'"#@ $ +A)9BCCDDD@<#A#"0&-#%+(<4*9@5&0C9(64-;E<'.;#>-;C0&-#%E0(-(;#0#-*E>)9C 9*#)9E*&E<#A#"E0&-#%E+(<4*9@+*0? $ http://www.pacareerzone.org/budget/ 4

11/16/15 +A)9BCCDDD@<#A#"0&-#%+(<4*9@5&0C9(64-;E<'.;#>-;C0&-#%E0(-(;#0#-*E>)9C 9*#)9E*&E<#A#"E0&-#%E+(<4*9@+*0? $ https://www.youtube.com/watch?v=1-SvuFIQjK8 ! "#$%&'!()*+,-!$.!! /#&!)!,'0!+1)23! $ $ E$F9$*+49$($9+&"*$*#"0$$ &"$ ?&-;$*#"0$;&(?2$$ $ E$G&D$0'5+$$ 9+&'?.$%&'$9(6#$$ #(5+$D##H2$$ $ https://www.youtube.com/watch?v=1-SvuFIQjK8 +A)BCCDDD@90("*(<&'*0&-#%@&";CI&"*(?9CJC8#-K(945L*#)9C90("*;&(?9@).1$ 5

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

11/16/15 +A)9BCCDDD@<"(4-)&)@5&0C0(*+C.(*((-(?%949C5&0)("4-;)"45#9C $ +A)9BCCDDD@<"(4-)&)@5&0C0(*+C.(*((-(?%949C5&0)("4-;)"45#9C $ Follow-up Project • ! Research real-world plans U#??$I+&-#$I?(-9$E$U&9*$6#"9'9$04-'*#9$ • ! Compare costs of different plans e s ) m i n u t a t a , ( d • ! Present your choice to the class +A)9BCCDDD@<"(4-)&)@5&0C0(*+C.(*((-(?%949C5&0)("4-;)"45#9C $ https://www.youtube.com/watch?v=RjbjaPLa0-g 8

11/16/15 http://www.spendster.org/wp-content/uploads/NeedsvsWants.pdf 5 minute video about Eddie, a new college student with an apartment, a car and a band - - and money problems ! DDD@)<9?#("-4-;0#.4(@&";C"#9&'"5#C,-VJ@9&59*@)#"9&-,-@4-*"&@0&64-;&'*C0&64-;E&'*C Discussion Questions: How does Eddie learn to create a budget? What are the components of the budget? Before creating a budget, did Eddie have a clear sense of how high his expenses were? What did Eddie learn about investing from his financial planner, Louis Barajas? Great teacher resources How might saving and investing help Eddie at this website for achieve his goal of affording a four-year 5 minute video about Eddie, a new college student class discussion and university? with an apartment, a car and a band related topics like the - - and money problems ! cost of education DDD@)<9?#("-4-;0#.4(@&";C"#9&'"5#C,-VJ@9&59*@)#"9&-,-@4-*"&@0&64-;&'*C0&64-;E&'*C DDD@)<9?#("-4-;0#.4(@&";C"#9&'"5#C,-VJ@9&59*@)#"9&-,-@4-*"&@0&64-;&'*C0&64-;E&'*C 9

11/16/15 Student worksheets to track expenses and build a budget Achieve Financial Worksheet.pdf +A)9BCC4*'-#9@())?#@5&0C'9C())C1("0E<?4*WC4.XY3JVYQX320*ZX$ +A)BCC,-(-54(?#-*#"*(4-0#-*@&";C)?(%C1("0<?4*W@+*0?$ D),!<#$!7+*'!#,!)!! EF !B'),!()7)&<G ! ! !"#$#%&$%'()$*+'' (*#$,'(#-&$%'./)&.*,0' 1/&,'%#(*'/*23,'+)4'5*.&5*'' 6/#78,'(),7'&(3)97#$7'7)'+)40:' +A)9BCC4*'-#9@())?#@5&0C'9C())C1("0E<?4*WC4.XY3JVYQX320*ZX$ $ +A)BCC,-(-54(?#-*#"*(4-0#-*@&";C)?(%C1("0<?4*W@+*0?$ 10

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