💰 MemoLearning Finance & Investing

Master personal finance, budgeting, investing, and wealth-building strategies

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Finance & Investing Curriculum

12
Core Units
~150
Financial Concepts
25+
Investment Strategies
50+
Financial Tools
1

Personal Finance Fundamentals

Build a solid foundation in personal finance principles and money management basics.

  • Financial literacy basics
  • Money mindset and psychology
  • Setting financial goals
  • Income vs expenses tracking
  • Net worth calculation
  • Cash flow management
  • Financial planning timeline
  • Common financial mistakes
2

Budgeting & Expense Management

Master budgeting techniques and expense control strategies for optimal money management.

  • 50/30/20 budgeting rule
  • Zero-based budgeting
  • Envelope budgeting method
  • Expense categorization
  • Tracking spending habits
  • Budgeting apps and tools
  • Variable vs fixed expenses
  • Budget adjustments and reviews
3

Emergency Fund & Savings

Build financial security through emergency funds and strategic saving approaches.

  • Emergency fund importance
  • 3-6 month expense rule
  • High-yield savings accounts
  • Money market accounts
  • Certificates of deposit (CDs)
  • Automatic savings plans
  • Sinking funds strategy
  • Short-term vs long-term savings
4

Debt Management & Credit

Understand debt strategies, credit building, and responsible borrowing practices.

  • Types of debt (good vs bad)
  • Debt avalanche method
  • Debt snowball method
  • Credit scores and reports
  • Credit utilization ratio
  • Credit card strategies
  • Student loan management
  • Mortgage basics
5

Banking & Financial Services

Navigate banking services and choose the right financial institutions and accounts.

  • Types of bank accounts
  • Checking account features
  • Online vs traditional banks
  • Credit unions benefits
  • Banking fees to avoid
  • Direct deposit setup
  • Mobile banking security
  • Financial institution selection
6

Investment Fundamentals

Learn investment basics, risk management, and building long-term wealth.

  • Investment vs speculation
  • Risk and return relationship
  • Time value of money
  • Compound interest power
  • Investment account types
  • Dollar-cost averaging
  • Asset allocation basics
  • Investment timeline planning
7

Stocks & Equity Investing

Master stock market investing, company analysis, and equity portfolio building.

  • Stock market basics
  • Individual stocks vs ETFs
  • Fundamental analysis
  • P/E ratios and valuations
  • Dividend investing
  • Growth vs value stocks
  • Market cap categories
  • Stock selection criteria
8

Bonds & Fixed Income

Understand bond investing, interest rates, and fixed-income portfolio strategies.

  • Bond fundamentals
  • Government vs corporate bonds
  • Bond yields and prices
  • Interest rate risk
  • Credit risk assessment
  • Bond laddering strategy
  • Treasury securities
  • Municipal bonds (munis)
9

Retirement Planning

Plan for retirement through 401(k)s, IRAs, and comprehensive retirement strategies.

  • Retirement needs calculation
  • 401(k) employer matching
  • Traditional vs Roth IRA
  • Contribution limits
  • Retirement account rollovers
  • Social Security planning
  • Withdrawal strategies
  • Retirement timeline planning
10

Insurance & Protection

Protect your financial future with appropriate insurance coverage and risk management.

  • Insurance needs assessment
  • Health insurance basics
  • Life insurance types
  • Disability insurance
  • Auto insurance coverage
  • Homeowners/renters insurance
  • Umbrella policies
  • Insurance cost optimization
11

Tax Planning & Optimization

Minimize tax burden through strategic planning and understanding tax-advantaged accounts.

  • Tax-advantaged accounts
  • Tax deductions and credits
  • Tax-loss harvesting
  • Asset location strategies
  • Roth conversions
  • Tax-efficient investing
  • Record keeping systems
  • Professional tax help
12

Advanced Strategies & Wealth Building

Explore advanced financial strategies for wealth accumulation and financial independence.

  • FIRE movement principles
  • Real estate investing
  • Side hustle development
  • Passive income streams
  • Advanced tax strategies
  • Estate planning basics
  • Wealth preservation
  • Financial independence metrics

Unit 1: Personal Finance Fundamentals

Build a solid foundation in personal finance principles and money management basics.

Financial Literacy Basics

Understand fundamental financial concepts including income, expenses, assets, liabilities, and net worth calculations.

Money Mindset and Psychology

Explore your relationship with money, identify limiting beliefs, and develop healthy financial habits and behaviors.

Setting Financial Goals

Learn to create SMART financial goals for short-term needs, medium-term wants, and long-term wealth building.

Income vs Expenses Tracking

Master the art of tracking all income sources and categorizing expenses to understand your money flow patterns.

Net Worth Calculation

Calculate and track your net worth by understanding the difference between assets and liabilities over time.

Cash Flow Management

Optimize your cash flow by timing income and expenses to maintain positive monthly and annual cash flow.

Financial Planning Timeline

Create a comprehensive financial plan with milestones for different life stages and major financial decisions.

Common Financial Mistakes

Identify and avoid common financial pitfalls including lifestyle inflation, emotional spending, and poor investment timing.

Unit 2: Budgeting & Expense Management

Master budgeting techniques and expense control strategies for optimal money management.

50/30/20 Budgeting Rule

Implement the popular budgeting framework: 50% needs, 30% wants, 20% savings and debt repayment.

Zero-Based Budgeting

Master zero-based budgeting where every dollar is assigned a specific purpose before the month begins.

Envelope Budgeting Method

Use physical or digital envelopes to allocate specific amounts for different spending categories.

Expense Categorization

Organize expenses into fixed, variable, and discretionary categories for better budget control and analysis.

Tracking Spending Habits

Develop systems to monitor daily spending and identify patterns that impact your financial goals.

Budgeting Apps and Tools

Explore digital tools like Mint, YNAB, and spreadsheets to automate and simplify budget management.

Variable vs Fixed Expenses

Distinguish between fixed costs (rent, insurance) and variable costs (groceries, entertainment) for better planning.

Budget Adjustments and Reviews

Learn to regularly review and adjust your budget based on changing circumstances and financial priorities.

Unit 3: Emergency Fund & Savings

Build financial security through emergency funds and strategic saving approaches.

Emergency Fund Importance

Understand why emergency funds are crucial for financial stability and protection against unexpected expenses.

3-6 Month Expense Rule

Calculate your ideal emergency fund size based on monthly essential expenses and personal risk factors.

High-Yield Savings Accounts

Maximize your savings growth with high-yield accounts that offer better interest rates than traditional savings.

Money Market Accounts

Explore money market accounts that combine higher interest rates with limited check-writing capabilities.

Certificates of Deposit (CDs)

Use CDs for guaranteed returns on funds you won't need for specific time periods with fixed interest rates.

Automatic Savings Plans

Set up automatic transfers to make saving effortless and consistent with your financial goals.

Sinking Funds Strategy

Create dedicated savings funds for specific future expenses like vacations, car repairs, or home maintenance.

Short-term vs Long-term Savings

Differentiate between savings goals and choose appropriate accounts and strategies for different timeframes.

Unit 4: Debt Management & Credit

Understand debt strategies, credit building, and responsible borrowing practices.

Types of Debt (Good vs Bad)

Distinguish between good debt that builds wealth (mortgages, education) and bad debt that drains resources (credit cards).

Debt Avalanche Method

Pay off debts starting with the highest interest rate first to minimize total interest paid over time.

Debt Snowball Method

Build momentum by paying off smallest debts first, creating psychological wins to stay motivated.

Credit Scores and Reports

Understand how credit scores are calculated and how to read and monitor your credit report regularly.

Credit Utilization Ratio

Maintain optimal credit utilization below 30% of available credit limits to improve your credit score.

Credit Card Strategies

Use credit cards responsibly for rewards and credit building while avoiding debt accumulation and high interest.

Student Loan Management

Navigate student loan repayment options, forgiveness programs, and refinancing strategies to minimize costs.