About this course
Grow as a couple using practical and science based approaches to saving money together. Learn using 9 video based lessons with engaging interactives sprinkled in each step, use our 40 page bonus workbook to deepen your knowledge, gain free access to our Money Date cards, and receive short motivational follow up messages after completing the course to help you stay on track.
Amanda Volz
Nationally Renowned Personal Finance Teacher NGPF Fellow, National Jump$tart Spotlight Teacher
Course curriculum
-
-
Money Marriage Save U
-
Tutorial: How to interact with this learning management system
-
Welcome message
-
3 different ways to take the course
-
Course structure
-
Money Scripts
-
Money Scripts Assessment
-
Introduction: 9 Steps to saving
-
Introducing Adalynn and Jacob
-
Introduction: Workbook
-
-
-
Step 1: Save for emergencies
-
Jacob and Adalynn facing a crisis without emergency savings
-
Make a prediction
-
Income Volatility
-
The growth of freelancers
-
How to smooth out income volatility
-
Make a prediction
-
Expense shocks
-
Smoothing out cash flow
-
Health care
-
How much to save
-
Considerations for saving more for emergencies
-
Understanding your responses
-
Welcome Dr. Ross
-
Financial stress and review
-
Optional Reflection
-
Step 1 Workbook: Bonus resources and activities
-
What we should remember in 10 years
-
-
-
Step 2: Assess your financial health
-
Jacob and Adalynn get a checkup
-
Rules of thumb
-
Defining Financial Health
-
FinHealth Score® by the Financial Health Network
-
Understanding Your Financial Health Score
-
Understanding your circumstances and review
-
Optional Reflection
-
Step 2 Workbook: Bonus resources and activities [download to respond to any workbook questions]
-
What we should remember in 10 years
-
-
-
Step 3: Establish savings goals with your spouse
-
Jacob and Adalynn discuss establishing a savings goal
-
Fighting about money
-
The emotional distress of money fights
-
How to establish a savings goal
-
The What the Hell Effect
-
Reflect: The What the Hell Effect
-
Saving is not a straight line
-
Schedule your Money Date and review
-
Optional Reflection
-
Step 3 Workbook: Bonus resources and activities [download to respond to any workbook questions]
-
What we should remember in 10 years
-
Optional Resource: Emergency Savings Calculator
-
-
-
Step 4: Understand your thinking, attitude, and environment
-
Jacob and Adalynn discuss how their environment influences their decisions
-
Flash quiz
-
The bat and the ball answer
-
System 1 and System 2
-
Fast fact question
-
Fast fact answer
-
How do you react?
-
Emotional regulation
-
Bandwidth
-
Decision fatigue
-
Check for understanding
-
The Hedonic Treadmill
-
Reflect
-
The Habit Loop
-
Check for understanding
-
Introducing the Awareness Test
-
The Awareness Test [Click on the screen to begin]
-
Present bias -- what you see is all there is
-
The past is not predictive [Click on the screen to begin]
-
Behavior change strategies
-
Loss aversion
-
Check for understanding
-
Overview: The Decision Lab
-
Optional: Extend your learning
-
Changing your environment
-
How to change your environment
-
Check for understanding
-
Review
-
Optional Reflection
-
Step 4 Workbook: Bonus resources and activities [download to respond to any workbook questions]
-
What we should remember in 10 years
-
-
-
Step 5: Recruit your all-star savings team
-
Jacob and Adalynn form their all-star savings team
-
Group exercise and group savings
-
Make a prediction
-
Strategies to save as a team
-
Will you and your partner announce your savings goal?
-
Fogg Behavior Model
-
Check for understanding
-
How you can support each other and review
-
Optional Reflection
-
Step 5 Workbook: Bonus resources and activities [download to respond to any workbook questions]
-
What we should remember in 10 years
-
About this course
- Free
- 162 lessons
- 1.5 hours of video content
Julius Prezelski
Nationally Renowned Personal Finance Teacher, NGPF Fellow, 2021 Ted Beck Effective Educator Award
Instructor(s)
Brian Page
Founder and Instructor
[email protected]Dr. Bruce Ross
Instructor
Dustin Voss
Nationally Renowned Personal Finance Teacher; Leads Financial Education for Chicago Public Schools