The Bridge

Basketball Court

Bridging The Gap

Finance has a language all its own and that’s why most people find it hard to understand. But at Monk Says… I chose to use basketball as a bridge in the gap between how we talk as regular people and the complex world of personal finance.

Here at Monk Says… you don’t have to know a lot about basketball. You only need to know that the game exists. Basketball is only used as a metaphor.

But just like basketball, personal finance is a game. It just happens to be a game with huge consequences and benefits. Therefore, it is important that we all understand it.

Monk Says… Learn the Game

Outline of Courses on Financial Literacy

Topics Include:

Why Should You Invest?

Taking a Loss
(it’s inevitable so prepare for it)

Taxes
(time to be pro-active)

You Assign a Coach
(financial advisor)

Scouting For Players
(choosing investments)

Practice Sessions
(risk free paper trading)

Building Your Own Arena
(your investment account)

Understanding Your 401(k)/Pension
(where your players play)

Generational Wealth
(creating it & sustaining it)