Money Study Group | UH Personal Finance

How to Save Money with Chuck

How to Save Money with Chuck is the topic of Week One of Personal Finance at the Bauer College of Business at University of Houston.

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How to Save Money with Chuck

Welcome to Personal Finance at the Bauer College of Business at University of Houston! In this video, I’ll cover a few basic housekeeping topics including:

  • The Syllabus for this semester

  • Important Links for this semester:

    • UHPlayList.com

    • UHZoom.com

    • UHGrp.com

  • How to Create Your Articles

  • Class Collaboration

  • Week One Assignment Overview

 

 

Assignment 1: Saving with Chuck

Personal Finance 101 SAVING

Watch these short videos:

How to Make a Budget

How to Prioritize Your Finances

How to Pay Off Debt

What Is a 401(k)?

 

Saving for An Emergency Fund

Write one article (800 — 1000 words) including the following:

  • Introduction that tells me some of your story and why the information on the videos matter to you.

  • For each video, give me a good summary of the content including the principles and concepts that were discussed in each video.

  • Organize your article as if it is a report.

  • Apply some simple formatting so that your article is easy to read and professional in appearance.

Here are a few simple suggestions that will make it easy for you to receive the full 60 points for your assignment:

Give your article a Title (be a little creative if you like)

  • Use bullets

  • Include an image or two

  • or

  1. numbering

  2. when

  3. making

  4. a list

5. Bold font,

\6. italics, and

Highlighting words or sentences help to make these sentences stand out and that means I’m far more likely to focus on those words, sentences, and paragraphs.

Class Collaboration Week One

This Week’s Class Collaboration involves a three part Conversation and one Commitment:

Leave your comments in Money Study Group, in the Facebook Comments, or in the YouTube comments. And don’t forget to include a screenshot of your comments in this week’s article before you create your PDF file

Conversation Part One

How do you feel about Online Courses?

  • Love them!

  • Hate them!

  • Not sure…

Conversation Part Two

How are you feeling about your financial future?

  • The weight of managing money as a responsible adult?

  • The challenge of saving for your financial future?

  • The skills you will need to accomplish your financial life goals?

Conversation Part Three

  • What do you want to learn in Personal Finance?

  • What do you think will be most difficult for you in learning how to manage money?

  • How are you feeling about “Money Management”?

  • What is your definition of a “Financial Plan”?

  • Imagine yourself 5 years from now…

What needs to happen in your life in order for you to feel good about your progress?

Class Collaboration Commitment

What App will You Use this semester to Track Your Spending?

Again, leave your comments in Money Study Group, in the Facebook Comments, or in the YouTube comments. And don’t forget to include a screenshot of wherever you posted your comments in this week’s article before you create your PDF file.

Submit Only One Document — Convert your Word Doc to PDF Please.

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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