How to Tell Your Money Story
Learn the 4 elements of every great story, and how your own money story can open conversation, create connection, and empower others.
7 Movies to Start Money Conversations
10 Movies That Start Money Conversations Here’s a list of recent movies that present creative ways to talk about money. Funny, memorable, and usually get people to engage who otherwise would immediately glaze over at the mention of finances. ...
12 Personal Finance Apps that Save You Money and Time
Tracking:Mint: this free app will track your credit card and debit card purchases, and help you know how much you’re actually spending SO that you can make adjustments if you want to. Expensify or Receipts by Wave: apps that help you track and scan...
How much will I need to retire?
How do I calculate my retirement savings goal? Click to Download the Calculator
What if I can’t afford to retire?
Click to Download: 6 Ways You Can Increase Income Close to Retirement
How do I know when I’m ready to buy a house?
Here's the full version: A HEALTHY APPROACH TO BUYING A HOME Here's the cliff-notes version: You’re ready for a house when… your costs < 28% of monthly income your credit is above 700 you can stay for 5+ years you have a large down payment ( less than...
The Importance of Financial Education
Do you know the nine words almost every adult says when they find out that one of my biggest audiences for financial education is students? “I wish I had that when I was younger.” And then they usually follow it up with sentiments like: “That would have...
Audience Interaction Tool
Here is a foolproof discussion grid to get your audience interacting. A Financial Interaction Tool