Saving & Investing Lessons

Welcome to our page on saving and investing! We believe that understanding how to save and invest money is a crucial skill in financial literacy. Our resources are designed to provide a comprehensive understanding of saving and investing, including creating a budget, setting financial goals, and exploring different investment options. Whether you’re a teacher, parent, or financial educator, our collection of lesson plans, worksheets, and activities will equip you with the tools you need to teach these critical skills and empower students to take control of their finances. From building an emergency fund to exploring the stock market, our materials will help students develop healthy financial habits and achieve financial success.

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  • Saving and Investing Money Lessons



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    What are Income and Expenses? A Beginner’s Guide to Understanding Money Management Lesson

    Students learn the essentials of managing finances, from understanding income sources to controlling expenses. They discover simple strategies for saving, avoiding debt, and planning for future financial goals. Explore the basics of managing finances with a focus on income, expenses, budgeting, and setting financial goals. Understand different ways to earn money, including passive income from … Continue reading What are Income and Expenses? A Beginner’s Guide to Understanding Money Management Lesson



    What Is Stagflation and How Does It Affect You Lesson

    Students learn a lesson about stagflation, its definition, causes, and effects on their daily life and finances. In this overview, viewers will explore the economic condition where stagnant growth meets rising inflation. The lesson covers the definition of stagflation, its causes such as supply shocks and policy missteps, and the personal consequences like higher living … Continue reading What Is Stagflation and How Does It Affect You Lesson


    What is an IRA? A Beginner’s Guide to Individual Retirement Accounts Lesson

    Students learn about the ins and outs of Individual Retirement Accounts (IRAs) and their crucial role in financial planning for retirement. In our guide, we delve into the key differences between Traditional and Roth IRAs, including their unique tax advantages, eligibility requirements, and how they can be effectively utilized for long-term savings. Traditional IRAs offer … Continue reading What is an IRA? A Beginner’s Guide to Individual Retirement Accounts Lesson


    What is a Bank Account? The Basics of Checking & Savings Accounts for Beginners Lesson

    Students learn a lesson on the fundamentals of bank accounts, exploring the differences between checking and savings accounts, and understanding the pivotal role these accounts play in wise money management and achieving financial independence. This lesson on bank accounts introduces learners to the essentials of how bank accounts operate, including the distinct advantages of checking … Continue reading What is a Bank Account? The Basics of Checking & Savings Accounts for Beginners Lesson


    What is Shrinkflation? Why Products Get Smaller But Prices Don’t Lesson

    Students learn about shrinkflation and its impact on personal finance with guidance from the Cookie Monster. This lesson provides an easy-to-understand guide on how shrinkflation affects everyday products like cookies, paper towels, and cereal, offering strategies for maintaining your budget without sacrificing your favorite snacks. Understand the phenomenon of getting less for the same price, … Continue reading What is Shrinkflation? Why Products Get Smaller But Prices Don’t Lesson


    Dynamic Pricing: Why Your Wendy’s Meal Might Cost More or Less Lesson

    Students learn a lesson on the shift towards dynamic pricing in the fast food industry, with a focus on Wendy’s innovative strategy. This lesson explains how Wendy’s uses demand-based pricing, similar to airlines and ride-sharing apps, to adjust meal costs. It highlights the reasons for this shift, such as enhancing customer service and efficiency, and … Continue reading Dynamic Pricing: Why Your Wendy’s Meal Might Cost More or Less Lesson


    What is Social Security? Tax Contributions and Benefits

    This lesson teaches students about the basics of Social Security and its role in their future financial planning. It provides a comprehensive overview of how Social Security works, including the impact of payroll tax contributions on future benefits. Students will discover the importance of incorporating Social Security into their retirement strategies and learn how early … Continue reading What is Social Security? Tax Contributions and Benefits


    Unexpected Inflation: Navigating Higher Prices on a Budget Lesson

    This lesson teaches students how inflation and interest rates impact your daily life and budget, based on the latest Consumer Price Index (CPI) report. It covers the effects of inflation on various aspects of daily budgeting, from grocery shopping to managing household expenses. The lesson also explores practical strategies for stretching your dollar further amid … Continue reading Unexpected Inflation: Navigating Higher Prices on a Budget Lesson