Freelancers And The Paycheck Protection Program | Ep 192

Travis Hornsby from the Student Loan Planner joins us to discuss the Paycheck Protection Program. The Paycheck Protection Program (PPP) is part of the CARES act that was passed to deal with the economic fallout of COVID. PPP allows small businesses to get a forgivable loan for 2.5 times your monthly payroll costs (plus a few other things such as rent and utilities). The point is to keep people employed

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K-12 Financial Literacy Curriculum | Ep 191

Danielle, Mandy and Rob join the show to share the newly released pre-K through 12 Financial Independence curriculum. You'll learn more about the curriculum and how you can implement it into your classroom. Danielle, Mandy, and Rob spearheaded the project to build out a Financial Independence curriculum for students in grades K-12. They started with the Pillars of FI concept and then worked backward to break out individual lessons for

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Sandwich Generation

The Sandwich Generation | Ep 190

Jean Chatzkey stops by to discuss the sandwich generation and how to balance caring for both kids and aging parents. The goal of financial conversations with your parents is to avoid surprises. Try to establish if your parents have saved enough, if they have long term care insurance, and their debts and bills. Jean lives in New York and her parents were living in Florida. They came down with a

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investor policy statement

Investor Policy Statement | Ep 189

The ChooseFI Foundation has created several free resources to teach people solid personal finance concepts, even if they don't have access to this podcast. Resources including the k-12 school curriculum and the FI101 course for the public. If you have the ability and you'd like to support the ChooseFI Foundation you can set up your donation here. An Investor Policy Statement lays out your investment plan. It's a tool to

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Stay The Course | Ep 188

Rick Ferri joins the show to discuss asset allocation. This is second installment of his interview. If you'd like to hear about Rick's backstory and his views on index funds vs the asset under management model check out his first interview, Escape From Wall Street. Asset Allocation Asset allocation is like a birthday cake. The layers are your asset classes, stock, fixed income, and cash. How to allocate between these

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Distance Education

Distance Education | Ep 187

This episode dives into Distance Education with Mandy Bert. She is a mother, an 8th grade teacher in Illinois, and co-creator of the Accidental Homeschooler. A few weeks ago we had Vincent Pugliese on to discuss homeschooling from a parent's perspective. Today we welcome Mandy Bert to look at the education system from a teacher's perspective. Resources Accidental Homeschooler Scholastic K-12 Financial Education What Has Changed? Mandy explains that two

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