SAVING BUDGET Rule 72

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Business9-11 Grade

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Instructions: As a team, choose one of the three case studies below and use this worksheet to build a financial plan. You'll present your plan at the end of the workshop!

Slide 34 - Question ouverte

Choose Your Case Study
Circle One:- College Dreamer- Aspiring Rapper- Business Owner (AC/Food Truck)

Slide 35 - Question ouverte

What is Your Team’s Financial Goal?
Short-Term Goal: ___________________________________________
Long-Term Goal: ___________________________________________

Slide 36 - Question ouverte

Create a Monthly Budget (Using the 50/30/20 Rule)
Monthly Income (Estimate): $________________
Needs (50%): $________________
Wants (30%): $________________
Savings (20%): $________________

Slide 37 - Question ouverte

Saving Strategy
How much will you save each month? __________________
What are you saving for? __________________
Using Rule of 72 – If your interest rate is ___%, how many years will it take to double your money? __________

Slide 38 - Question ouverte

How Will You Make Smart Money Movez?
- What tools/apps will you use to track your budget?
- How can you earn extra money movez?
- Will you invest, open a savings account, or start a side hustle?

Slide 39 - Question ouverte

Pitch Your Plan!
Write your 60-second pitch summary below. Be ready to share how your plan helps you meet your goals!

Slide 40 - Question ouverte

Reflection
What was the most important thing you learned about money today? _______________________________

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