Journey Through Money: Understanding, Saving, and Investing Wisely

Journey Through Money: Understanding, Saving, and Investing Wisely
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Exploring the evolution of money from bartering to cryptocurrencies, this presentation delves into financial management strategies, savings tips, and the importance of financial accountability. Learn how to manage monthly expenses, plan for the future, and seek advice from professional advisors to secure your financial well-being.

  • Money Matters
  • Financial Education
  • Saving Tips
  • Investment Strategies
  • Wealth Management

Uploaded on Apr 02, 2024 | 4 Views


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Presentation Transcript


  1. MAKING CENTS OF YOUR MONEY 1

  2. DR. MARIE BAKARI SCHOOL OF BUSINESS 2

  3. HISTORY OF MAN AND MONEY Hunting & Gathering 3

  4. Exchanging goods for goods BARTERING 4

  5. MARKETS & COINS Exchanging shells, precious metals, or gems for goods 5

  6. CASH AS KING 6

  7. AGE OF CRYPTO 7

  8. MASLOWS HIERARCHY 8

  9. HOW WE GOT FROM THERE TO HERE 9

  10. WHATS OUR REALITY? 10

  11. SIMPLE SAVINGS SOLUTION Payday = pay bills Easy on the extra spending Limit eating out Do I need it or want it? Day before payday = TRANSFER DAY Payday = start again 11

  12. SAVING MONEY WITH ACCOUNTABILITY 12

  13. MANAGING FUNDS NOW monthly expenses Rent/mortgage Groceries & utilities SOON Occasional expenses Doctor s visits Auto/home repairs 3-6 months of income LATER Dreams and wishes College funds Retirement savings Vacations Bucket-list items 13

  14. PROFESSIONAL ADVISORS 14

  15. Survey Link THANK YOU 15

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