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Set Yourself Up for Financial Success in Your PhD Program, Postdoc, or Post-PhD Job

February 1, 2015 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:

  • Why and how to set up your budget before you move
  • Tax (income, FICA)
  • Payroll deductions, e.g., insurance
  • 8-step financial framework
  • Student loans (budgeting for repayment, income-driven repayment plans)
  • Investing (workplace-based retirement accounts, IRAs)
  • How to set your living expenses appropriately to your salary
  • Homebuying
  • Moving expenses
Schedule a Call to Discuss This Seminar

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