Free money lessons for all
How-To-Money
For employees & individuals looking to level-up their money game. Confused about your priority of savings and investing? Don’t know an IRA from a 401(k)? Feeling overwhelmed and don’t know where to start improving your money skills? “How-To-Money” is here to get you smart on all things personal finance.
We’ve structured content into Levels, with each one having a theme.
Levels do not need to be completed in any particular order.
Each level has 3-5 “snackable” lessons, all under 10 minutes each.
Each lesson will have 2-3 concrete steps to take. We’re about action at Fireside.
Each lesson will have an accompanying video lesson (coming soon).
-
LEVEL ONE / QUICK WINS
-
Lesson 1: Cash is King
Most people have cash set aside in their savings or checking account, but the majority of them do not have their cash working hard for them. Let’s make you the master of your emergency fund.
-
Lesson 2 : Your Net Worth
One of the first things I do with a new client is create a “Statement of Financial Position.” I’ll provide some tips on creating and maintaining your personal balance sheet, so you can become the master of your money.
-
Lesson 3: FICO® Fun
By the end of this lesson you'll have learned: 1) The best tools to monitor your credit report, 2) The 5 components of a credit score, and 3) How to boost your score by opening another card. Yes, really!
-
-
LEVEL FOUR / I'M AN ACADEMY CADET!
-
Lesson 1: Car Loan, Yes or No?
By the end of this lesson, you'll have learned if you should accept the car loan. Class of 2020 car loan terms - $36,000 at 0.75% APR, repaid over 60 months.
-
Lesson 2: Cadet Roth IRA
By the end of this lesson, you'll have learned if you should accept the car loan. Class of 2020 car loan terms - $36,000 at 0.75% APR, repaid over 60 months.
-
Lesson 3: Your Ensign TSP
By the end of this lesson, you'll have learned: 1) the basics of the TSP, and 2) a "hack" on how to max your TSP as an Ensign.
-
Lesson 4: Buying a Cadet Car
By the end of this lesson, you'll have learned: 1) why it makes sense to buy used, and 2) how to buy a used car!
-
-
UC Employees