Personal Finance PowerPoint Resources that Work

Browse, download, utilize, share, and begin having a conversation on finances with these PowerPoint(s).

It’s rare that I’m sharing these so for those who end up finding them, it’s going to be dope.

My goal is to provide resources for:

Budget Mastery: Spend less than you earn and prepare for emergency costs, like medical expenses or car repairs. Check out the Budget Ratio Calculator.
Managing and Strategically Paying Off Debt: Eliminate high-interest debt, like credit cards or private student loans.
Structuring a Savings Plan: When saving for retirement, an early start can make all the difference. Make the most of your contributions through available employer match programs.
Investing with a Goal: Learn how to invest without gambling and speculation. Most Day Traders don’t beat the market in the long run. And most Crypto owners lose their shirts. It’s ok to keep investing efficiently.
Building Wealth Efficiently: Using the Net/Max Financial Plan, you will be able to control spending impulse, maximize cash flow, pay down debt, >>> become tax efficient, and invest/grow wealth in less than 20 years.

Wealth Building PowerPoint(s)

>>> Making Money Make Cents is the bread and butter wealth PowerPoint. It’s comprehensive and better live via Zoom. Feel free to check out the PDF version.

Updated 2025 Downloadable Version >>> Click on Here <<<.

Becoming a Millionaire is Easier than Advertised

The Net/Max Financial Plan makes building a $1M portfolio doable

>>> Tax Planning 101 is the backbone of wealth building. This was part of a FREE workshop. Eye opening and Better Live via ZOOM but always better with viewer questions.

Feel free to check out the PDF version.

One of the Keys to Success is Understanding the Tax Brackets

It’s all about how much taxes you save in the long run

The Net/Max Financial Plan includes Tax Planning!

Ever Heard of $250k or $500k tax-free capital gains? It’s a thing.

Other PowerPoint summaries will be added ad hoc, like >>> Investing 101 as of 4.2023.

Bonus Highly Recommended Resources to Consider

Other great sites for FREE resources include but are not limited to:

MyMoney.gov – This page can help you locate and use online calculators, budget worksheets, planning checklists, and other helpful resources from the federal government for making financial decisions.
Money Smart for Young People – The FDIC’s Money Smart for Young People series consists of four free curriculum products. Each age-appropriate curriculum includes lesson plans for educators along with guides for parents and caregivers. Materials such as PowerPoints are available for immediate download (catalog.fdic.gov).
Fidelity Financial basics – Ready to take control of your money? Start by taking a deep breath. This will help you get started.