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Reality Check: Can You Afford Yourself?

Rochelle Long

Tier 1

Lesson Plan

Reality Check: Can You Afford Yourself?

Reality Check - to see if students can afford themselves

This lesson engages 12th-grade students in a reality check to assess their financial readiness for post-graduation life. Through active and experiential learning strategies, students will calculate potential expenses and income, and reflect on their financial preparedness. This lesson is crucial for helping students understand the importance of financial planning and making informed decisions about their future.

Audience

12th grade students

Time

30 minutes

Approach

Active Learning, Experiential Learning

Materials

Worksheet: Reality Check Budget, Discussion: Financial Reflection, Access to www.educationquest.org, and Access to www.myfutureaz.pipelineaz.com

Step 1

Introduction

5 mins

  • Briefly introduce the concept of financial planning and its importance.
  • Explain the objective of the lesson: to assess if students can afford their desired lifestyle after graduation.
  • Provide an overview of the activities: completing a budget worksheet and participating in a discussion.

Step 2

Worksheet Activity

15 mins

  • Distribute the 'Reality Check Budget' worksheet to each student.
  • Instruct students to use resources from EducationQuest and MyFutureAZ to research average costs and potential income.
  • Guide students to fill out the worksheet, calculating their monthly expenses and income based on their career interests and lifestyle choices.

Step 3

Discussion

8 mins

  • Facilitate a discussion using the 'Financial Reflection' questions.
  • Encourage students to share their findings and thoughts on their financial readiness.
  • Discuss strategies for managing finances and making adjustments to their plans if needed.

Step 4

Closure

2 mins

  • Summarize key takeaways from the lesson.
  • Encourage students to continue exploring financial planning resources and to think critically about their future financial decisions.
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Worksheet

Reality Check Budget

This worksheet helps students calculate their potential monthly expenses and income to assess their financial readiness for post-graduation life.

List your expected monthly income from your chosen career.

Research average starting salaries for your career choice.







List your expected monthly expenses (e.g., rent, utilities, groceries, transportation, etc.).

Use resources to find average costs for each category.







Calculate the difference between your income and expenses. Are you in a surplus or deficit?

Subtract total expenses from total income.







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Discussion

Financial Reflection

This discussion encourages students to reflect on their financial readiness and explore strategies for managing their finances effectively.

What surprised you most about your financial calculations?

Encourage students to think about unexpected expenses or income differences.







How do you plan to address any financial deficits you discovered?

Discuss strategies such as budgeting, finding additional income sources, or adjusting lifestyle choices.







What resources or strategies can help you better prepare for financial independence?

Guide students to consider financial literacy resources, savings plans, and career planning tools.







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