2stepsbehind wrote:If people end up working on this, I'd encourage you to make presentations that are actually targeted to the populations that will be served and not just parrot boglehead principles devoid of context.
ThePrune wrote:2stepsbehind wrote:If people end up working on this, I'd encourage you to make presentations that are actually targeted to the populations that will be served and not just parrot boglehead principles devoid of context.
+1 to this advice. Besides, anything you present "needs to be yours", i.e. organized in a way that fits your personality and expresses your perspective on the topic.
LadyGeek wrote:May I point out that Google Drive is an excellent way to collaborate? Here's the documentation: Drive Help
- Create the presentation in Slides
- Spreadsheets go in Sheets
- Running commentary, notes, etc. can be tracked in Docs
Whoever wants to coordinate this can setup the initial files, then assign View/Edit permissions as needed. Or, anyone with the link can Edit for true collaboration.
Mel Lindauer wrote:It's exciting to read this thread, since we had planned to try to produce and accumulate educational material for inclusion on The John C. Bogle Center for Financial Literacy's web site (if/when we get it up and running). It would be great to gather all the various presentations you folks put together and categorize them on the Bogle Center's web site.
The presentations could also be categorized and included in the wiki when appropriate.
Finally, these presentations could be used at all the various Local Chapter meetings and eventually, for scheduled seminars throughout the country.
Please proceed with all of your great ideas and we'll see about working together at some point in the future.
LadyGeek wrote:As for getting started with financial literacy, keep it simple. Whoever is organizing this (enderland or neurosphere?) just create a Google Doc page with the topic list as suggested so far. Copy-n-paste whatever you have, with one suggestion - create an outline of the top-level categories, then place the specifics under each category.
- compound interest
- Life insurance
Don't worry about getting the outline "right" as you will never agree on that. Instead, just put the same material under multiple headings (life insurance can appear under both "Insurance" and "Estate Planning"). Try to agree on the top-level headings, though
LadyGeek wrote:OK, you're on. Please post a link to the presentations, along with a brief description for each. Either myself or another wiki editor will put it in the page: Bogleheads® financial literacy project If you can't upload the files to Google Drive, PM me.
If anyone else has a presentation to share, post here.
(Any wiki editor is welcome to work on the page.)
First, what rough target audiences do we see this material being used in? At least medical students and young professionals from neurosphere and my interest. It will be helpful to know roughly who eventual viewers of these presentations are.
Second, what topics are worth including on the whole? Keep in mind certain topics may be applicable only to certain people, tc.
Those of you who are interested, feel free to add input at this document on both.
I think the next steps are:
- Brainstorm target audiences
- Brainstorm subject content
- Collect available material and consolidate
You can access the document and edit at this link. You do not have to be a wiki editor to contribute!
Peter Foley wrote:So is the Financial Literacy Project a comprehensive approach to personal finance or is it intended to emphasize the a "Bogleheadish" (low cost, do it yourself) approach to investing? As I read the linked document this is quite ambitious. (I'm not saying that it lacks merit, I just don't understand where it is headed.)
This seems far afield from the OP's interest in sharing BH presentations.
neurosphere wrote:Peter Foley wrote:So is the Financial Literacy Project a comprehensive approach to personal finance or is it intended to emphasize the a "Bogleheadish" (low cost, do it yourself) approach to investing? As I read the linked document this is quite ambitious. (I'm not saying that it lacks merit, I just don't understand where it is headed.)
This seems far afield from the OP's interest in sharing BH presentations.
Very good questions. Overall, I think, yes, this can end up being a comprehensive approach to personal finance. This is how *I* see the project, but there are many ways to approach this, and the project can serve many different end results. But in general, the goal is to make it VERY easy for any individual to CREATE a powerpoint presentation to give to a group of people on any financial topic(s). One way to do this is to have the individual first decide on WHICH topics are appropriate for his audience. Then, from a master list of many topics (from the broad to the very specific), he/she can pull "pre-made" slides which illustrate the points to be made. For any given topic, there may be many ways to present the data, so there could be many examples to choose from. And of course the presenter could edit any slide if it's not quite what is wanted.
One of many ways to also accomplish this is to have people share EXISTING presentations, which of course will cover a range of topics, and then everyone is free to use any particular slide, modify it (or not) and then that slide can be linked to a specific topic. Also, some folks may find that existing presentations suit their needs and essentially use it "off the shelf".
Many topics are not particularly "Bogleheadish" in nature, but rather just "facts". I.e. how do taxes work, how does compounding work, etc. But for sections more specific to investing, such as asset allocation, impact of fees, or how to choose an advisor, then of course it would be Boglehead principles which would predominate, I assume.
Note, it doesn't necessarily have to be One Topic --> One Slide. It might be that someone creates a 10 slide "set" meant to illustrate the pros and cons of Roth IRAs. Basically, I envision a power-point based "wiki" one can use to pull information from as needed.
I hope that others who are interested in this will also give their opinion about how THEY see this project and what the goals are, because ultimately I think this can serve many different purposes.
Consumer and Mortgage Loans
Debt and Debt Reduction
Time Value of Money 1: Present and Future Value
Time Value of Money 2: Inflation, Real Returns, Annuities, and Amortized Loans
Insurance 1: Basics
Insurance 2: Life Insurance
Insurance 3: Health, Long-term Care, and Disability Insurance
Insurance 4: Auto, Homeowners, and Liability Insurance
The Home Decision
The Auto Decision
Family 1: Money and Marriage
Family 2: Teaching Children Financial Responsibility
Family 3: Financing Children’s Education and Missions
Investments A: Key Lessons of Investing
Investments B: Key Lessons of Investing
Investments 1: Before you Invest
Investments 2: Your Investment Plan
Investments 3: Securities Market Basics
Investments 4: Bond Basics
Investments 5: Stock Basics
Investments 6: Mutual Fund Basics
Investments 7: Building Your Portfolio
Investments 8: Picking Financial Assets
Investments 9: Portfolio Rebalancing and Reporting
Retirement 1: Basics
Retirement 2: Social Security
Retirement 3: Employer Qualified Plans
Retirement 4: Individual and Small Business Plans
Estate Planning Basics
Peter Foley wrote:neurosphere
If you send me a PM I can send you PowerPoint as an attachment and you can take it from there. I don't know if I can attach a file to a PM or if I will need you actual e-mail address.
neurosphere wrote:Your presentation has several topics. I was looking for a way to somehow link/join/point/etc a certain topic to a certain subset of your slides. It's an organizational/layout/programming thing, which I don't know how best to do, not a content thing.
Barry Barnitz wrote:HI:
Fiddling around with google, I have started the following, which is published and open to the public for editing. Everyone is welcome to edit:
S&P 500 index - Google Drive
TTU wrote:Ive been thinking about proposing the same thing for a long time - trying to educate young Marines. I would be happy to help.
Juniormint wrote:I would be willing to help and offer assistance. I work at a university and am currently coordinating efforts to create a financial literacy program for the university as a whole.
Barry Barnitz wrote:...The BYU Marrriott School has an on-line basic personal finance course that can provide a template for potential topics. The link is to the intermediate level of topics: Intermediate Lessons | Personal Finance. (Naturally, one can skip the topic elaboration directly tied to religious precepts)...
playtothebeat wrote:There are a couple of organizations which put together "financial education/literacy" content for others to use. Granted, these are geared more for the highschool crowd, but frankly I'd say that many college students are just as clueless.. Check them out: