Author Topic: looking for a concise presentation powerpoint deck on saving/investing 101  (Read 3403 times)

Mr Mark

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Fellow mustashians,

I am looking for a powerpoint deck on basic investing, saving, tax advantaged accounts, student loans, credit cards, mortgages, aimed at high school seniors level.

Thought of donating some time to local high schools and doing say a 2 hr presentation and q&a discussion on the above, as so many kids seem to have zero basic facts about it and as a result make poor decisions as much through ignorance as anything.

wouldnt cost me anything, and may dramatically impact a few of them.

anyone with suitable / editable material so I dont have to start from scratch?

Also any really kid friendly youtube stuff, esp. Those cartoon-storyboard style ones also appreciate.  If you are already doing this sort of thing, maybe for seniors or other people, would also like to communicate and learn from your experiences!

Mr. Mark


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i dont have anything but this would be something that should be published on here for others to use.  I would target Juniors if I were you... most Seniors are already taking out loans.


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I don't have a powerpoint but I will throw out an example to use that you may already be including but what they hey.

I do a similar lesson at a vocational evening program where I teach just out of high school students who know zero about investing, savings, credit, etc. I teach this in conjunction with a lesson on excel skills. Basically it's the Jack and Jill example. Jack begins working at age 30 earning $10/hr. He contributes 5% to his 401k and gets 3% annual raises. He continues working till he's 65 and then retires. At 10% annual returns Jack invests about $65k but ends up with almost $450k.

Jill on the other hand starts at age 20 earning the same money, same raises, same 401k contributions. But she stops investing at the age of 30 having only invested a total of about $13k. She retires at 65 as well. Who has more money at retirement? Students look up and say well Jack of course. Nope Jill. Jill ends up with about $675k. What the hell the students say. Look at the spreadsheet what's the difference I say. Suddenly the lightbulb goes off her money invested for 10 years longer. Then we get into time value of money, compound interest etc., and how simple it is for anyone really to become a millionaire if they just start early, invest in stock mutual funds, and never move to cash just because the market is tanking, and never ever cash out early. You don't even have to contribute much and then we talk about how 401ks are pretax and how that's beneficial over post tax and how you're actually contributing even less thank you think, etc. etc.

Anywho I use it as an icebreaker to get their attention and then I have them create spreadsheets showing how it works to learn formulas and what not. This same example was given to me in a finance class in college and I love the simplicity and epiphany moment it provides.



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