1. Welcome to Money Matters
Introduction – SJSU Game $$$
Bus 12 – Money Matters R. Okumoto

2. SJSU Game Bucks August 30, 2010

3. Game Overview - Learning Objectives -
Budgeting Concepts
Learn
Manage a Budget
Types of Investments
Build Wealth & Destroy Wealth
Rules of your Financial World
Working together in teams:
to manage a “pretent” but thorough budget
to plan and respond to life’s “curve balls”
to select & track investments
Budgeting is Trade-offs – you will hear me refer to this often
Individually:
Participate and contribute to the team decisions
Learn concepts of:
Budget management
Investment risk
How to build wealth
Risks in life – curve balls
Bus 12 – Money Matters R. Okumoto

4. Game Objectives - Definition of “YOU WIN” -
Save Money
Build Wealth
No Credit Card Debt
Budgeting starts with forming a goal – the goal could be:
Saving for the down payment on a house
Saving for a new car
Saving for emergencies
The Goal of the Game is to position you to:
Be able to save money for emergencies & investing
Pay of credit card debt
Begin building wealth
Bus 12 – Money Matters R. Okumoto

5. Game Objectives - Definition of “YOU LOSE” -
Borrow money
Destroy Wealth
Credit Card Debt
Bus 12 – Money Matters R. Okumoto

6. Game Boards - Your Tools -
Monthly Budget
Monthly Personal Financial Statement
Bus 12 – Money Matters R. Okumoto

7. Game Action - Students -
# Agree on Lifestyle = Budget
# Select Investment Options – Risk vs Return
# Life’s 1st Curve Ball
# Life’s 2nd Curve Ball
# Life’s 3rd Curve Ball
# Life’s 4th Curve Ball
# Team Talk
#1 – defining your lifestyle will entail understanding the benefits and possible drawbacks of your spending
#2 – the investment options presented will provide insight into:
a) What is the basic language of investing
b) What are some of the basic investment types
c) Basic principals of investing:
> Risk versus reward
> Spreading risk – MPT
> Catastrophic events can happen – Black Swan
#7 – Learn by sharing: reflective and projected
Bus 12 – Money Matters R. Okumoto

8. Team Talk - Students - Slide #1 - Budgeting, Insurance & Life Style
Slide # Savings & Investing
Slide # Life’s Curve Balls
Slide # Personalized Course Placard
Slide #5 - What you learned about Teamwork
The slide formats will be provided – you provide your knowledge and your insight as to what you learned during the game
Bus 12 – Money Matters R. Okumoto

9. Welcome to Money Matters
Let’s talk MONEY !
End of this Class
All of you
Bus 12 – Money Matters R. Okumoto