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Joel Miller's avatar

Love this collab

John Nordstrom's avatar

Other recommended readings: Well Endowed, Vivian Tu; The Richest Man in Babylon, George Clason;

Jadrian Wooten's avatar

I read The Richest Man in Babylon, and it shaped a lot of financial habits I still practice today.

JD Champagne's avatar

Ah, yes, ideas so good they should be mandatory

"Not understanding these concepts carries real costs." Especially since these financial illiterates vote. Perhaps a better solution would be to not let anyone with a credit score under 700 to vote.

Allison Tait's avatar

Thanks for this - I didn't know it was financial literacy month, so that's a starting point 😅.

It's interesting to me that GenZ tends to be less financially literate when there are so many TikTokers and other social media accounts that give financial advice.

I try to teach my class (inheritance law) as a financial literacy class, in part, and it's always surprising to me what law students don't know - like what a mutual fund is. But, then again, why would anyone know that if they hadn't been taught or googled it out of curiosity!

Jadrian Wooten's avatar

I remember getting my first real crash course in retirement planning when I sat through my first HR session. I remember it being very overwhelming.

Phillip Tussing's avatar

Thank you. In my Adjunct years, I literally co-taught Economics with the high school coach, who read from the textbook. I like coaches -- they are often very inspiring people -- but generally what happens is that somebody hands them a textbook and says "an administrator decided we are going to teach Economics -- you're elected".

Jadrian Wooten's avatar

If I could unlock the motivational power of an HS coach, I would be unstoppable!

Abdullah Al Bahrani's avatar

Good coverage of the financial literacy challenges we face. Over the year working in this area I have struggled with a couple of things. 1. The low rates of emergency fund access. Every financial expert lists that on the top of the list of first things to do. If that’s missing, I wonder how much more fail at. 2. The big 3 and big 5 are now stables in financial literacy measures. I am not convinced they measure financial literacy well. They are correlated with optimal financial behaviors, so I guess they work

Jadrian Wooten's avatar

I really struggle with policy issues around this topic because I know how much work has gone into improving financial literacy, but we don't see much change in overall knowledge or even behavior.

I will admit that on the emergency fund question, I do wonder how many people have them but don't think of them as emergency funds. Does that matter? I had built up savings, but I never thought of them as an emergency fund. If I had been surveyed about it, I think I would have answered that I didn't have one.