P1 PER$ONA£ FINAN¢E (Mr. Patey)-P1 Assignments
- Instructor
- Nicholas Patey
- Term
- 2022-2023 School Year
- Department
- Mathematics
- Description
-
Upcoming Assignments
No upcoming assignments.
Past Assignments
Due:
6.01 Moving Out Final Project Explanation
This needs to be submitted when your project is finished.
Due:
6.14 Moving out project: Presentation
Create a presentation of your Moving Out Project that highlights the following:
1. Your occupation
2. Where you might live and any details you would like to share about your new place.
3. Your budget and whether or not you are going to be able to live the lifestyle you were hoping for.
4. Anything that you found interesting or anything that you learned that you didn’t know before the project.
This means that you will have at minimum, 4 slides. You are allowed to have at max 6 slides. This means that you can include other information about your project that I have not asked for, but that you wanted to share.
Make sure to include screenshots from your project or of your project.
Have FUN!
1. Your occupation
2. Where you might live and any details you would like to share about your new place.
3. Your budget and whether or not you are going to be able to live the lifestyle you were hoping for.
4. Anything that you found interesting or anything that you learned that you didn’t know before the project.
This means that you will have at minimum, 4 slides. You are allowed to have at max 6 slides. This means that you can include other information about your project that I have not asked for, but that you wanted to share.
Make sure to include screenshots from your project or of your project.
Have FUN!
Due:
Guest Speaker 12/9/22
Please open the attached and fill it out.
Due:
6.13 Summary of monthly expenses / budget
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6.12 Other
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6.11 Clothing
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6.10 Food & Miscellaneous Items
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5.01 Ch10 Textbook
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5.03 Ch12 Textbook
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5.02 Relationship assignment
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6.09 Transportation
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5.04 Charity Assignment
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6.08 Moving in expenses
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6.07 Other & Utilities
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6.06 Rental Accommodation Preferences
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6.05 Accommodation
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6.04 To have a roommate
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6.03 Income Calculation
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6.02 Personal Profile
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4.01 Ch8 Investing Textbook
1. Watch all of the videos.
2. Fill in all of the blanks in the textbook pdf for each video.
3. Complete the Money in Review.
2. Fill in all of the blanks in the textbook pdf for each video.
3. Complete the Money in Review.
Due:
4.07 Ch9 Textbook
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4.09 KAHOOT Assessment
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4.05 My ROTH IRA
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4.04 Name that investment
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4.03 Retirement planning
Due:
Guest Speaker 11/4/22
Please open the attached and fill it out.
Due:
3.04 Debt Snowball
1 - Create a personal budget spreadsheet using the information you are given in the attachment.
2 - Follow the instructions on the attachment and complete it (you will use Kami and a tool on foundationsu.com).
2 - Follow the instructions on the attachment and complete it (you will use Kami and a tool on foundationsu.com).
Due:
3.01 Ch4 Textbook
As we watch the videos for this course, you will need to fill in the blanks and journal questions. I will check your pdf as we go through the unit and for completion at the end of our unit.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
Due:
Unit 3 Debt Test
Due:
3.03 Drive free project
For this activity you are going to create a plan to purchase a car. We will call this car your "GOAL CAR". Create a google slides presentation that contains the following slides:
1st slide: Find your "GOAL CAR". Create a slide for that car with the title "GOAL CAR" (this will be the third car that you you purchase in this project). Also include your first and last name on this slide.
2nd slide: Divide the total cost of your GOAL CAR into 30 months, and include the following information: How much you are saving a month, how much total you will have saved after ten months.
3rd slide: Now pick a car that you will be able to purchase after the first ten months of saving. Insert a picture of the car. In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
4th slide: Show how much more you will save after saving for another 10 months. Include: How much you are saving a month, how much total you will have saved after ten months, what the is the total amount of money you will have to purchase your second car (left over from first purchase + $ after selling your first car + second 10 months of savings)
5th slide: Now pick your second car that you will be able to purchase after the second ten months of saving. Insert a picture of the car. In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
6th slide: Show how much more you will save after saving for another 10 months. Include: How much you are saving a month, how much total you will have saved after ten months, what the is the total amount of money you will have to purchase your second car (left over from first purchase + $ after selling your second car + third 10 months of savings)
7th slide: Now you have been saving for a total of 30 months. Insert a picture of your GOAL CAR (third car). In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
8th slide: "Summary Slide" Insert a picture of each car you will purchase with cost and mileage of each.
1st slide: Find your "GOAL CAR". Create a slide for that car with the title "GOAL CAR" (this will be the third car that you you purchase in this project). Also include your first and last name on this slide.
2nd slide: Divide the total cost of your GOAL CAR into 30 months, and include the following information: How much you are saving a month, how much total you will have saved after ten months.
3rd slide: Now pick a car that you will be able to purchase after the first ten months of saving. Insert a picture of the car. In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
4th slide: Show how much more you will save after saving for another 10 months. Include: How much you are saving a month, how much total you will have saved after ten months, what the is the total amount of money you will have to purchase your second car (left over from first purchase + $ after selling your first car + second 10 months of savings)
5th slide: Now pick your second car that you will be able to purchase after the second ten months of saving. Insert a picture of the car. In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
6th slide: Show how much more you will save after saving for another 10 months. Include: How much you are saving a month, how much total you will have saved after ten months, what the is the total amount of money you will have to purchase your second car (left over from first purchase + $ after selling your second car + third 10 months of savings)
7th slide: Now you have been saving for a total of 30 months. Insert a picture of your GOAL CAR (third car). In the slide for this car include the following information: Year, Make, Model, Mileage, Current Value
8th slide: "Summary Slide" Insert a picture of each car you will purchase with cost and mileage of each.
Due:
4.02.2 SMG Qs&As V4-6
Watch the videos and fill out the document.
Due:
4.02.4 SMG Qs&As V10-12
Watch the videos and fill out the document.
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4.02.1 SMG Qs&As V1-3
Watch the videos and fill out the document.
Due:
4.02.5 SMG Qs&As V13-15
Watch the videos and fill out the document.
Due:
4.02.3 SMG Qs&As V7-9
Watch the videos and fill out the document.
Due:
Guest Speaker 10/17/22
Please open the attached and fill it out.
Due:
Guest Speaker 10/14/22
Please open the attached and fill it out.
Due:
3.02 Hidden Costs
Read through the instructions in the attached file. Then use your future value spreadsheet to help you finish the activity.
Due:
2.15 Budgeting for life after HS
Practice budgeting for life after HS by creating a budget for each person in the attached document.
Due:
2.01 Ch1 Textbook
As we watch the videos for this course, you will need to fill in the blanks and journal questions. I will check your pdf as we go through the unit and for completion at the end of our unit.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
Due:
Unit 2 Test
Open the attached form to complete the test. Make sure to submit it when you are finished.
Due:
2.10 Ch3 Textbook
As we watch the videos for this course, you will need to fill in
the blanks and journal questions. I will check your pdf as we go through
the unit and for completion at the end of our unit.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
the blanks and journal questions. I will check your pdf as we go through
the unit and for completion at the end of our unit.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
Due:
2.06 Ch2 Textbook
As we watch the videos for this course, you will need to fill in the blanks and journal questions. I will check your pdf as we go through the unit and for completion at the end of our unit.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
You will not need to submit this assignment until I ask you to complete the "Money in Review" at the end of the chapter.
Due:
2.13 Student Budget
Create your first simple budget spreadsheet.
Make a copy of the budget spreadsheet to keep in your google drive.
Create a budget for
Make a copy of the budget spreadsheet to keep in your google drive.
Create a budget for
Due:
2.14 Budgeting Project
Set up a trial account in each of the following budgeting websites. Keep a budget for the month of October.
You will have 4 budget checks in the month of October. Make sure you are keeping it up to date!
Each budget check is worth 25 points. The following is your rubric
25/25 = Perfect record of transactions; all money that you spent or all money that was spent on you was recorded.
20/25 = You have at least one new transaction recorded but you are missing some transactions and you are updating them on the budget check day
15/25 = You were not honest about your transactions and I had to get a note from your parent to find this out. :( Now your transactions are updated
10/25 = You have your budget but do not have any new transactions recorded
0/25 = You are unable to show me your budget
You will have 4 budget checks in the month of October. Make sure you are keeping it up to date!
Each budget check is worth 25 points. The following is your rubric
25/25 = Perfect record of transactions; all money that you spent or all money that was spent on you was recorded.
20/25 = You have at least one new transaction recorded but you are missing some transactions and you are updating them on the budget check day
15/25 = You were not honest about your transactions and I had to get a note from your parent to find this out. :( Now your transactions are updated
10/25 = You have your budget but do not have any new transactions recorded
0/25 = You are unable to show me your budget
Due:
2.12 Managing your checking account
Go to the last page in the attached document and read #1, 2, and 3. Do each of those steps and then submit your finished WS.
Basically, you are practicing filling out some checks and recording them in your register.
Basically, you are practicing filling out some checks and recording them in your register.
Due:
2.11 Reconciling Transactions (Balancing your checking account)
Follow the instructions on the attached.
You will need hard copies of the transactions lists in order to complete this assignment.
You will need hard copies of the transactions lists in order to complete this assignment.
Due:
Guest Speaker 9/16/22
Please open the attached and fill it out.
Due:
2.09 Activity Saving a way to build wealth
Open the attached and answer the questions. Use your spreadsheet to answer the attached quesitons.
Due:
2.08 Future Value Sheet
Watch the video to completed future value spreadsheet. Make sure that you make a copy of the 08 Future Value Sheet that you create before you submit it so you can use it in the future. (Otherwise you will need to un-submit this assignment to gain access to the spreadsheet again.)
Math WS:
Math WS:
Due:
2.07 Sinking funds
You need to choose and fill in 6 rows in the table found in the attached. Then answer the reflection questions.
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2.04 What is personal finance?
Open the attached and following the instructions.
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2.05 What is your money personality?
Read the bottom of p18 in your text.
Don't answer this too quickly! And while I believe you could be a combination of these, pick the one that you think is the strongest for you. Remember, none of these are "wrong" answers.
Don't answer this too quickly! And while I believe you could be a combination of these, pick the one that you think is the strongest for you. Remember, none of these are "wrong" answers.
Due:
2.03 History about credit in America
Use your Ch1 textbook and google to answer the questions.
Open the attached and follow the instructions.
Open the attached and follow the instructions.
Due:
2.02 Parent Interview
Use the attached to ask your parents questions and write down their responses.
Make sure they know it is to help you on your journey to learn about how you will choose to manage money.
And make sure you try to honor parents in this process. Talking about finances is a very personal thing for some people.
Make sure they know it is to help you on your journey to learn about how you will choose to manage money.
And make sure you try to honor parents in this process. Talking about finances is a very personal thing for some people.
Due:
1.02 Ch5 Textbook
As we watch the videos for this course, you will need to fill in the blanks and journal questions.
You will submit this as a hard copy in class.
You will submit this as a hard copy in class.
Due:
Unit 1 Test
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1.06 Ch11 Textbook
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1.10 Employee onboarding (excused; don't do)
Open the handout and answer the questions.
Due:
1.09 Employment
Complete the attached document (Skip #4&5). Then submit this assignment.
If you have any questions about any of these topics, please ask me in the comments of this post.
If you have any questions about any of these topics, please ask me in the comments of this post.
Due:
1.08 Post HS Pathways
Open each attachment and follow the instructions.
You need to complete each of the attached and then submit this assignment. Two of the documents have a cohort video for you to watch.
You need to complete each of the attached and then submit this assignment. Two of the documents have a cohort video for you to watch.
Due:
1.07 DISC Profile
Go to foundationsu.com and take the DISC Profile assessment.
Make sure that your name is in the screenshot of your results.
Then screen shot your results and attach it to this assignment. The attached document is a copy of the DISC Profile.
To get to the assessment click on "Chapter Activities" -> "Chapter 11: Careers and Taxes" -> "Activity: DISC Profile"
OR
Here is the direct link: https://www.foundationsu.com/high-school/activities/disc-profile
Make sure that your name is in the screenshot of your results.
Then screen shot your results and attach it to this assignment. The attached document is a copy of the DISC Profile.
To get to the assessment click on "Chapter Activities" -> "Chapter 11: Careers and Taxes" -> "Activity: DISC Profile"
OR
Here is the direct link: https://www.foundationsu.com/high-school/activities/disc-profile
Due:
1.05 Goals / The Compound Effect
The "05 Goals" is a google doc that you need to fill out and submit.
The “05 Compound effect summary” document is only for your viewing/reading pleasure.
The “05 Compound effect” is a google doc that you need to fill out and submit.
The “05 Compound effect summary” document is only for your viewing/reading pleasure.
The “05 Compound effect” is a google doc that you need to fill out and submit.
Due:
1.03 Monthly cost of getting a post HS education
Look up the cost of attending each post high school options and then figure out how much it would cost monthly .
-Community college
-Public college
-Private college
-Trade school
Write your findings in the attached document. Try to have at least 2 of the $ amounts for each post ed option.
-Community college
-Public college
-Private college
-Trade school
Write your findings in the attached document. Try to have at least 2 of the $ amounts for each post ed option.
Due:
1.04 Scholarship search
Go to these websites and put your information in them to find out what scholarships are out there for you.
Then click on the form and submit a form for 3 different scholarships that you can apply for.
(I recommend fastweb.com and scholarship.com.)
Then click on the form and submit a form for 3 different scholarships that you can apply for.
(I recommend fastweb.com and scholarship.com.)
Due:
1.01 Xello
Log onto Xello through the google waffle.
Complete all of the assessments found under "About Me"
Matchmaker
Personality Style
Mission Complete
Learning Style
Skills Lab
Then take a screenshot of your desktop to show that you have completed all of the assessments. Be sure to include your name and all of the green check marks next to the assessments. Attach screenshot to this assignment then submit. (see the attached for an example)
Complete all of the assessments found under "About Me"
Matchmaker
Personality Style
Mission Complete
Learning Style
Skills Lab
Then take a screenshot of your desktop to show that you have completed all of the assessments. Be sure to include your name and all of the green check marks next to the assessments. Attach screenshot to this assignment then submit. (see the attached for an example)