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Personal Finance Educator

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United States - California - Valencia

4.8

90 votes

I help create self-reliant, financially successful teens, which empowers them to create a prosperous and peaceful future.

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Money skills 101-Understanding...

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Money skills 101-Understanding Debit and...

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Ebook-Money Skills for Teens

$3.99

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Money Skills 101-Teen spending and tracking...

$6.00

Money Skills 101- Credit Cards, Credit Scores...

$6.00

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Money skills 101-Understanding Debit and Credit cards

By Personal Finance Educator

Understanding how debit cards and credit cards work is an important start to becoming financially savvy. In this PDF, I walk through some of the differences, how they work and some basic discussion topics. This is a great lesson for an economics

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

Worksheets, Activities

FREE

Digital Download PDF (6.90 MB)

WISH LIST

Money Skills 201- Understanding your Credit Score in depth!

By Personal Finance Educator

Time to take the mystery out of our credit scores! In this powerful PowerPoint presentation, we cover credit scores in depth, including the different sections of our credit report, the various factors that go into our credit scores, who looks at our

Subjects:

Life Skills, Business, Economics

Grades:

11^th, 12^th, Higher Education, Adult Education, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (19.09 MB)

ADD TO CART

WISH LIST

Money Skills 101- Credit Cards, Credit Scores and Checkbooks Made Simple!

By Personal Finance Educator

Teaching teens about credit cards, their credit score and the do’s and don’ts begins to lay the invaluable foundation for their financial future. In this PowerPoint presentation we introduce students to credit cards, their credit score and the

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (16.62 MB)

ADD TO CART

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Investing 301 - Time to look at mutual funds live!

By Personal Finance Educator

In this 20-minute video lesson, I jump onto the Vanguard website to explore mutual funds. I point out various ways to analyze a fund, exploring the expense ratio, sectors, performance, and more. It's a great foundation to help students understand

Subjects:

Finance, Life Skills, Professional Development

Grades:

10^th, 11^th, 12^th, Higher Education

Types:

Research, Internet Activities, Video Files

$6.00

Video
Duration: 20:52

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Investing 201

By Personal Finance Educator

In this nearly 30 minute video lesson, we take a deeper dive into the world of investing. We cover topics such as various funds, asset allocation, common investing terms, rebalancing a portfolio, compounding and the power of time, and so much more.

Subjects:

Finance, Life Skills, Professional Development

Grades:

10^th, 11^th, 12^th, Higher Education

Types:

PowerPoint Presentations, Handouts, Video Files

$6.00

Video & Supporting Information
Duration: 28:38

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Entrepreneurship 201! Getting into the fun, and how to, of owning a business!

By Personal Finance Educator

This lesson is a follow up to the Entrepreneurship made Simple program. We take a deeper look at starting a business, including the parts of a business plan, online and offline marketing, networking in depth, business models, types of business,

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (26.91 MB)

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Understanding your Credit Part 2 and Freezing Credit

By Personal Finance Educator

This is a 20 minute video lesson diving into credit scores. We discuss what makes up a credit score and how to maintain a good score. We also cover the importance of freezing credit, and what that means. A must-see lesson for high schoolers who are

Subjects:

Finance, Life Skills, Economics

Grades:

10^th, 11^th, 12^th, Higher Education

Types:

Handouts, Video Files, Lesson

$6.00

Video & Supporting Information
Duration: 21:04

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Understanding Your Money Mindset and Story

By Personal Finance Educator

This is an excellent topic, not often discussed. Understanding our Money Story and Money Mindset is the foundation to our personal finance mastery. This is a 25-minute video that dives into understanding why we think what we do, and how to change

Subjects:

Life Skills, Professional Development, Economics

Grades:

9^th, 10^th, 11^th, 12^th

Types:

PowerPoint Presentations, Professional Development, Lesson

$6.00

Video & Supporting Information
Duration: 25:36

ADD TO CART

WISH LIST

Money Skills 101- Debit and Credit Cards-Do's and Dont's!

By Personal Finance Educator

Understanding how debit cards and credit cards work is an important start to becoming financially savvy. In this lesson, I walk through some of the differences, how they work and some basic discussion topics. This is a great lesson for an economics

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (13.63 MB)

ADD TO CART

WISH LIST

Entrepreneurship made Simple...and Fun!

By Personal Finance Educator

Entrepreneurship is a fascinating topic to introduce to teens! In this fun PowerPoint presentation, we learn how to create a business using our natural skills, talents and gifts…something we all have! We cover business plans, marketing, networking

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (19.08 MB)

ADD TO CART

WISH LIST

Money Skills 101-Teen spending and tracking PowerPoint

By Personal Finance Educator

Understanding our spending habits is an important start to learning how to be financially savvy. Whether we spend emotionally, as a result of peer pressure or just to feel better, we must understand the consequences. In this 27 slide PowerPoint

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula

$6.00

Digital Download ZIP (7.42 MB)

ADD TO CART

WISH LIST

Teaching Teens the Three Paths to Financial Freedom

By Personal Finance Educator

Financial Freedom, something everyone strives for, but most aren’t sure how to achieve it. In this powerful lesson, we cover the three paths to Financial Freedom: Owning Real Estate, investing in the stock market and owning a business. The

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (28.22 MB)

ADD TO CART

WISH LIST

Creating a Budget!

By Personal Finance Educator

Understanding how to create a budget is a great way to start the conversation about money. What comes in and what goes out? Where did all my money go? Included is a module for a classroom project, which includes a sample budget worksheet and

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th

Types:

Projects, Handouts, Printables

$3.50

Digital Download PDF (0.07 MB)

ADD TO CART

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Use your skills and talents to generate income!

By Personal Finance Educator

Teaching teens how to utilize their talents and skills is a wonderful way to empower them! Introduce them to the world of entrepreneurship and let their imaginations soar! In this packet, you will find a handout to share with your students which

Subjects:

Other (Specialty), Life Skills, Business

Grades:

8^th, 9^th, 10^th, 11^th

Types:

Projects, Activities, Service Learning

$5.50

Digital Download PDF (0.35 MB)

ADD TO CART

WISH LIST

Money Skills 101- The Power of Compound Interest and Savings Tips!

By Personal Finance Educator

Getting teens to save money can be a challenge, but with this fun and powerful presentation, they will witness the magic of compounding interest, the power of starting early and much more. Learn what common traits millionaires share and teach your

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (8.32 MB)

ADD TO CART

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Money Skills 201-Buying your first home doesn't need to be scary!

By Personal Finance Educator

Buying your first home doesn’t need to be a scary endeavor! Knowledge is power and this PowerPoint will arm your students with invaluable information for that special time later in life. We keep this simple, but we cover a lot of information. In

Subjects:

Business, Economics (University), Life Skills

Grades:

11^th, 12^th, Higher Education, Adult Education, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (28.17 MB)

ADD TO CART

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Investing Basics

By Personal Finance Educator

Now that we’ve learned how to manage our money wisely, we need to learn how to invest it wisely! Financial Markets Made Simple reviews some of the different types of basic investment products, including definitions. We cover a few different types

Subjects:

Life Skills, Business, Economics

Grades:

11^th, 12^th, Higher Education, Adult Education, Homeschool

Types:

PowerPoint Presentations, Homeschool Curricula, Activities

$6.00

Digital Download ZIP (15.51 MB)

ADD TO CART

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Money Rules 101- Master Your Money Before it Masters You.

By Personal Finance Educator

This book is for every parent who wishes to empower, inspire and educate their kids with money smarts. Written for the high school and college aged student, this book delivers a 'money school' in book form. In an entertaining and highly readable

Subjects:

Life Skills, Economics , Entrepreneurship

Grades:

10^th, 11^th, 12^th, Higher Education

Types:

Homework, For Parents

$3.99

Digital Download PDF (2.07 MB)

ADD TO CART

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The Feeling in my Belly of Peanut Butter and Jelly

By Personal Finance Educator

This is a little book, with a big message…focusing on what is right in our world, rather than what’s wrong, can bring extreme cases of happiness! This colorful and fun children’s book tells the story of two friends who are ‘experiencing’ life

Subjects:

Life Skills, Character Education, Oral Communication

Grades:

PreK, Kindergarten, 1^st

Types:

Activities

$2.99

Digital Download PDF (6.56 MB)

ADD TO CART

WISH LIST

Ebook-Money Skills for Teens

By Personal Finance Educator

"How to Ditch Your Allowance and be Richer than your Parents" is a book written for teens, to empower them with money smarts. A partial Amazon review states: Written in a conversational style, Handy's book offers information,

Subjects:

Life Skills, Business, Economics

Grades:

9^th, 10^th, 11^th, 12^th, Homeschool

Types:

For Parents

$3.99

Digital Download PDF (2.90 MB)

ADD TO CART

WISH LIST

showing 1-20 of 20

Ask Personal Finance Educator a question. They will receive an automated email and will return to answer you as soon as possible. Please Login to ask your question.

TEACHING EXPERIENCE

As a former Financial Advisor and Mortgage Advisor, I've witnessed many young adults who were not equipped with personal finance knowledge. I'm here to change this! I am determined to teach at least one million teens how to master money and create the life they deserve. Understanding the importance of learning money management early, I am passionate about sharing financial wisdom with teens and young adults so they too, will be empowered with money smarts.

MY TEACHING STYLE

Impactful, entertaining and engaging money lessons.

HONORS/AWARDS/SHINING TEACHER MOMENT

Yet to be added

MY OWN EDUCATIONAL HISTORY

Prior Financial Advisor Prior Mortgage Advisor Financial Coach Bachelors Degree in Business Administration/Accounting Theory, Certified Executive Life Coach

ADDITIONAL BIOGRAPHICAL INFORMATION

My book, "Money Rules 101- Master Your Money Before it Masters You" speaks to parents and teens with invaluable, simplified money lessons. This book is available in my offerings.

GRADES

PreK, Kindergarten, 1^st, 8^th, 9^th, 10^th, 11^th, 12^th, Higher Education, Adult Education, Homeschool

SUBJECTS

Specialty, Social Studies, Other (Specialty), Life Skills, Professional Development, Business, Economics , Character Education, Oral Communication