Speaking / Coaching Requests

Financial Literacy
Monk Says…Learn the Game

I have retired after 35 years leading/training/coaching in Finance, Accounting, Auditing, Payroll, Operations, Pension Administration, Real Estate, Construction, and Portfolio Mgt. I am putting those decades of experience to use and solving the problem of the widening wealth gap by teaching financial literacy. Instead of talking about what should be done to affect change, I am making it happen in real time. Additionally, through years of volunteering in junior/senior high schools, colleges, sports teams, living rooms, and webinars, I have proof of concept that my teaching style delivers results (often in the first sitting).

The Problem
The wealth gap is ever widening. As of now, 400 people have more wealth than 50% of the entire country. In general, we will spend 12-20 years in school learning about a lot of subjects except money. We will then spend the rest of our lives trying to figure out how to make money or how to increase the money we have. As Geoffrey Canada pointed out in the documentary Waiting for Superman, our education system was not designed with the goal of every citizen learning and deploying wealth building strategies. The answer to this problem comes from Albert Einstein who once said, “we cannot solve a problem with the same thinking that created them.” In other words, it’s time to teach (Personal Finance) a new way.


The Solution
Wealth is a game that everyone is playing but not everyone knows how to profit from it. Monk Says first illustrates that we are all playing the wealth game with every product we purchase, then shows how to profit from our buying habits as well as the spending habits of others. The approach to teaching financial literacy is to present it in a way that makes the complexities of finance so simple that your investment actions become instinctive.


Results
Participants of Monk Says become owners not just consumers.
Participants teach other students, friends, and relatives the ease of entry.
Participants learn how to control their own financial destinies.
Participants go on to major in Finance and Economics in college.
Participants feel a sense of ownership instead of lack and despair.