NUMBER | TYPE | TITLE | LINK FOR DOWNLOAD | DATE UPDATED |
0.01 | Handout | Welcome Letter | https://money101education.com/wp-content/uploads/2025/03/0.01-WELCOME-to-Money-101-Education03172025-compressed.pdf | 3/17/2025 |
0.02 | Handout | Class Video and Assignment Procedures – all segments | https://money101education.com/wp-content/uploads/2025/04/0.02-Class-Video-Recordings-and-Assignment-Procedures-20250415.pdf | 4/15/2025 |
0.03 | Handout | Auditor Policy – all segments | https://money101education.com/wp-content/uploads/2025/04/0.03-Auditor-Policy-for-Money-101-Education-20250406.pdf | 4/6/2025 |
0.05 | Instructor Notes | Opening Comments by Instructor – all segments | https://money101education.com/wp-content/uploads/2025/04/0.05-Opening-comments-by-Instructor-for-ALL-segments-20050415.pdf | 4/15/2025 |
0.06 | Handout | Steps to Financial Security | https://money101education.com/wp-content/uploads/2025/03/0.06-Steps-to-Financial-Security-03242024.pdf | 3/24/2025 |
0.07 | Powerpoint | Steps to Financial Security | https://money101education.com/wp-content/uploads/2025/04/0.07-Steps-to-Financial-Security-powerpoint-20250415.pptx | 4/15/2025 |
0.08 | Handout | How to Simplify your Financial Life and Ease Stress | https://money101education.com/wp-content/uploads/2025/04/0.08-How-to-SImplify-Your-Financal-Life-and-Ease-Stress-20250417.pdf | 4/17/2025 |
0.10 | Handout | Meet Maria Consuela | https://money101education.com/wp-content/uploads/2024/11/0.10-Meet-Maria-Consuela-who-needs-your-help-improving-her-finances.pdf | 11/3/2024 |
1.01 | Handout | Foundation Segment Instructor’s Notes | https://money101education.com/wp-content/uploads/2025/04/1.01-Money-101-FOUNDATION-segment-Instructors-Notes-20250127.pdf | 1/27/2025 |
1.02 | IRS Form | W-4 Employee Withholding Certificate | https://money101education.com/wp-content/uploads/2024/07/1.02-IRS-form-W-4-Employee-Withholding-Certificate-2024.pdf | 2024 |
1.03 | Homeland Security Form | I-9 Employment Eligibility Verification | https://money101education.com/wp-content/uploads/2024/07/1.03-IRS-Form-I-9-Employment-Eligibility-Verification.pdf | n/a |
1.05 | Example | Pay Stub for W-2 hourly employee showing earnings and deductions | https://money101education.com/wp-content/uploads/2025/01/1.05-Pay-Stub-showing-earnings-taxes-and-deductions.pdf | n/a |
1.06 | Example | Pay Stub for W-2 hourly employee showing earning and deductions including garnishments | https://money101education.com/wp-content/uploads/2024/07/1.06-Example-Paystub-with-Garnishments.png | n/a |
1.10 | Handout | How to Read and Understand a W-2 form | https://money101education.com/wp-content/uploads/2025/02/1.10-How-To-Read-And-Understand-Form-W2-1.pdf | 2/21/2025 |
1.11a | Exercise | Prepare Maria’s W-2 and calculate her net earnings | https://money101education.com/wp-content/uploads/2024/07/1.11a-EXERCISE-Prepare-Marias-W-2-and-calculate-her-net-pay.pdf | 7/4/2024 |
1.12 | Handout | Can you calculate Maria’s Gross Earnings just by looking at her W-2? | https://money101education.com/wp-content/uploads/2024/07/1.12-Can-you-calculate-Marias-GROSS-earnings-from-the-W-2.pdf | 2/20/2024 |
1.13 | IRS Form | W-2 blank form fillable | https://money101education.com/wp-content/uploads/2024/07/1.13-W-2-form-fillable-2024.pdf | 2024 |
1.15 | Example | W-2 Olivia Parker | https://money101education.com/wp-content/uploads/2024/07/1.15-W-2-for-Olivia-Parker-.jpg | n/a |
1.25 | Handout | Questions to Ask a Prospective Employer about Compensation, Benefits and Advancement | https://money101education.com/wp-content/uploads/2024/07/1.25-Questions-to-ask-a-Prospective-Employer-compensation-benefits-advancement.pdf | 6/10/2024 |
1.28 | Handout | Questions to ask your Employer about the Company Retirement Plan | https://money101education.com/wp-content/uploads/2024/07/1.28-Questions-to-ask-your-employer-about-your-retirement-plan-.pdf | 1/25/2024 |
1.91a | Assignment | Assignment #1 for the Foundation Segment | https://money101education.com/wp-content/uploads/2025/01/1.91a-ASSIGNMENT-1-Foundation-Segment.docx | 1/5/2024 |
1.92a | Assignment | Assignment #2 for the Foundation Segment | https://money101education.com/wp-content/uploads/2025/01/1.92a-ASSIGNMENT-2-Foundation-Segment.docx | 1/22/2025 |
1.93a | Assignment | Assignment #3 for the Foundation Segment | https://money101education.com/wp-content/uploads/2025/01/1.93a-ASSIGNMENT-3-Foundation-Segment.docx | 1/22/2025 |
1.94a | Assignment | Assignment #4 for the Foundation Segment | https://money101education.com/wp-content/uploads/2024/10/1.94a-Assignment-4-Foundation-Segment.pdf | 10/26/2024 |
1.95 | Assignment | Assignment #5 for the Foundation Segment | https://money101education.com/wp-content/uploads/2024/07/1.95-Assignment-5-Foundation-Segment-.pdf | 7/25/2024 |
2.02 | IRS Form | W-9 – Request for Social Security or EIN Number | https://money101education.com/wp-content/uploads/2024/07/2.02-W-9-Form-to-provide-a-SS-or-EIN-number-called-TIN-.pdf | 2024 |
2.03 | IRS Form | 1099-MISC | https://money101education.com/wp-content/uploads/2024/07/2.03-Form-1099-Misc-no-instructions-just-the-form.png | 2024 |
2.05 | Handout | Employee vs Independent Contractor – 20 common tests to determine proper classification | https://money101education.com/wp-content/uploads/2024/07/2.05-Employee-vs.-Independent-Contractor-20-common-tests.pdf | 6/22/2024 |
2.11a | Exercise | Prepare Maria’s 1099 for her independent contractor gigs | https://money101education.com/wp-content/uploads/2024/07/2.11a-EXERCISE-Prepare-Marias-1099-1-1.pdf | 7/10/2024 |
3.00 | Handout | How to Prepare a Cash Flow Statement | https://money101education.com/wp-content/uploads/2024/07/3.00-How-to-prepare-a-Cash-Flow-Statekent-aka-Budget-1.pdf | 7/26/2024 |
3.01-Excel format | Form | Cash Flow Statement – for household (90+ categories) – aka Budget – EXCEL format | https://money101education.com/wp-content/uploads/2024/07/3.01-BUDGET-CASH-FLOW-revised-2024.xlsx | 2004 |
3.01-PDF format | Form | Cash Flow Statement – for household (90+ categories) – aka Budget – PDF format | https://money101education.com/wp-content/uploads/2024/07/3.01-BUDGET-CASH-FLOW-revised-2024.pdf | 2024 |
3.11a | Exercise | Prepare Maria’s Cash Flow Statement (Budget) | https://money101education.com/wp-content/uploads/2024/07/3.11a-EXERCISE-Calculate-Marias-Personal-Budget.pdf | 1/24/2024 |
4.00 | Handout | How to Prepare a Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/07/4.00-Introduction-to-Personal-FInancial-Statements-Balance-Sheets-1.pdf | 7/10/2024 |
4.01-Excel format | Form | Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-EXCEL-format.xlsx | 10/24/2024 |
4.01-PDF format | Form | Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-PDF-format.pdf | 10/24/2024 |
4.03 | Example | Three versions o Personal Financial Statements | https://money101education.com/wp-content/uploads/2024/07/4.03-Examples-3-Personal-FInancial-Statements-PDF-format.pdf | n/a |
4.11a -Word format fillable | Exercise | Prepare Maris’s Personal Financial Statement – Part 1 | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-WORD-format-1-1.docx | 10/16/2024 |
4.11a-Excel format | Exercise | Prepare Maris’s Personal Financial Statement – Part 1 | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-EXCEL-format-1.xlsx | 10/16/2024 |
5.01 | Handout | How to get a FREE personal credit report | https://money101education.com/wp-content/uploads/2024/10/5.01-How-to-get-a-FREE-Personal-Credit-Report.pdf | 7/12/2024 |
5.02 | Handout | What is a Credit Score? What Factors Determine a Credit Score? | https://money101education.com/wp-content/uploads/2024/10/5.02-What-is-a-Credit-Score-What-factors-determine-a-Credit-Score.pdf | 8/31/2024 |
5.03a | Exercise | How Can Maria Improve Her Credit Score | https://money101education.com/wp-content/uploads/2024/10/5.03-EXERCISE-Help-Maria-Improve-her-Credit-Scorer.docx | 10/26/24 |
5.11 | Article | Credit Scores – how high is high enough | https://money101education.com/wp-content/uploads/2025/01/5.11-Credit-Scores-how-high-is-high-enough.pdf
| 8/14/2023 |
5.21 | Handout | Student Loans | https://money101education.com/wp-content/uploads/2024/07/5.21-Student-Loans.pdf | 6/10/2024 |
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