What to Do to Improve Your Finances this Academic Year

Title: What to Do to Improve Your Finances this Academic Year

Format: Live lecture with Q&A (in person or remote)

Intended Audience: Graduate students receiving stipends

Length: 60 minutes

Timing: Orientation or early in the fall term

Summary: This seminar is designed for entering graduate students as part of orientation or start-of-school-year programming, though it can greatly benefit current graduate students as well. It is highly actionable and divided into what a student can do to improve her finances this week, this month, and this year. Each financial strategy is presented in a set format detailing what the strategy is, how to accomplish it, why it will create financial success, and the time investment required. Students will come away with clear next steps to take to create and carry out a financial plan over the course of the first year of graduate school and beyond.

Outline:

• Why care about finances in grad school?
• How to improve your finances this week
  • Track your spending
  • Create a balance sheet
• How to improve your finances this month
  • Prepare for tax season (for those receiving non-W-2 pay)
  • Set financial goals
  • Create a budget
  • Lay your financial foundation
    • Emergency fund
    • Fund for short-term irregular expenses
  • Practice frugality
• How to improve your finances this year
  • Reassess your large, fixed expenses
  • Build wealth
    • Pay down debt
    • Save
    • Invest

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