Live a financially balanced life - no Real Job required
by Emily
This talk is best suited to complete the suite of four in-depth talks to round out the basic financial literacy needed by PhDs (in training).
The major components of this talk are:
(45 minutes plus time for questions)
by Emily
Title: Why and How to Passively Invest as a Grad Student or Postdoc
Format: Live lecture with Q&A (in person or remote)
Intended Audience: Graduate students receiving stipends, postdocs
Length: 60 minutes
Timing: Year-round
Live Seminar Outline: Why and How to Passively Invest as a Graduate Student or Postdoc from Emily Roberts on Vimeo.
Summary: According to the Council of Graduate Schools’ Financial Education: Developing High Impact Programs for Graduate and Undergraduate Students, doctoral students seek information on investing at a higher rate than any other financial education topic (49%). Passive investing is not only the most effective form of investing, but it also fits well with the capital and time constraints that most trainees face. However, graduate students and postdocs often don’t realize that passive investing is within their reach while they are still in training because the method is not advertised. This presentation teaches trainees what passive investing is, why it is a great choice for them, and how to get started with it. It addresses practical considerations like where to open an investment account, which type(s) of tax-advantaged retirement account to use if any, and how to balance investing with other financial goals.
Outline:
by Emily
Title: Demystifying Taxes for Graduate Students and Postdocs
Format: Live lecture with Q&A (in person or remote)
Intended Audience: Graduate students receiving stipends, postdocs
Length: 90 minutes
Timing: January to July
Live Seminar Outline: Demystifying Taxes for Grad Students and Postdocs from Emily Roberts on Vimeo.
Summary: Preparing a tax return can be daunting for a trainee, especially when fellowships and scholarships are involved, and it’s difficult to find resources that address this special situation. This presentation introduces how ordinary income is taxed and addresses how to calculate and report trainee income specifically.
Outline:
by Emily
Money Management Basics explores in depth the basic techniques of handing money, which are unique to each individual.
The major sections of the presentation are:
This talk is a great fit for grad student orientations because it puts grad students in the proper frame of mind for setting positive financial habits from the beginning of school.
(45 minutes plus time for questions)
by Emily
Title: Set Yourself Up for Financial Success in Your PhD Program, Postdoc, or Post-PhD Job
Format: Live lecture with Q&A (in person or remote)
Intended Audience: Undergraduate and graduate students and postdocs graduating/moving on in the next year
Length: 60 minutes
Timing: Year-round
Summary: This seminar is designed for PhD trainees at the undergraduate, graduate, and postdoctoral levels who plan to graduate and/or take another job in the next year.
Outline:
by Emily
This comprehensive presentation or workshop teaches postdocs the basics of personal finance and how they can set and reach financial goals during their training.
The major sections of the presentation are:
(60-90 minutes plus time for questions)
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