Money Matters Live
Program Information
The last Money Matters Live series ended on December 9. New programs will be offered in 2026. Stay tuned!
See the information below for resources shared during the last Money Matters Live series.
Session 1: How to Make a Spending Plan–Budgeting Tips
Resources
- Money Matters Website: https://finances.extension.wisc.edu/programs/money-matters/
- Money Matters ‘Make a Spending Plan’ Module
- Making a Spend Plan video: https://youtu.be/WJHvpllzSw0?list=PLWYkTfJ_LDJacqL6IbcDIoaQJmjZSYwB6
- 4 Steps to a Monthly Spending Plan: https://fyi.extension.wisc.edu/moneymatters/files/2023/04/4-Steps-to-a-Monthly-Spending-Plan.pdf
- Income and Benefits Tracker: https://files.consumerfinance.gov/f/documents/cfpb_your-money-your-goals_income_benefits_tool_2018-11_ADA.pdf
- Creating a cash flow budget: https://files.consumerfinance.gov/f/documents/cfpb_your-money-your-goals_cash_flow_budget_tool_2018-11_ADA.pdf
- Improving cash flow: https://files.consumerfinance.gov/f/documents/cfpb_your-money-your-goals_improve-cash-flow_tool.pdf
- Adjusting your cash flow: https://files.consumerfinance.gov/f/documents/cfbp_your-money-your-goals_adjust_cash_flow_tool_2018-11_ADA.pdf
Session 2: Friends, Family, and Your Finances
Resources
- Money Matters Module: ‘You, Your Partner, and Your Money’: https://fyi.extension.wisc.edu/moneymatters/relationships/
- Money & Relationships Video: https://youtu.be/PuXdlS05Z9M?list=PLWYkTfJ_LDJacqL6IbcDIoaQJmjZSYwB6
- Money and Relationships Tip Sheet: https://fyi.extension.wisc.edu/moneymatters/files/2023/11/MONEY-AND-RELATIONSHIPS-TIP-SHEET-1.pdf
- Creating a Healthier Life: https://library.samhsa.gov/sites/default/files/sma16-4958.pdf
- Who’s in my Money Network?: https://fyi.extension.wisc.edu/moneymatters/files/2021/11/Money-Network.pdf
- Managing family lending and borrowing: https://files.consumerfinance.gov/f/documents/cfpb_covid-family-lending-ADA_handout_03.2021.pdf
Session 3: Making Smart Money Moves for The Holidays
Resources
- Better Business Bureau Video – Online Shopping Scams: https://youtu.be/W0vwPR6Px3A
Session 4: Smart Investing & Scam-Proofing Your Finances
Resources
- FDIC (Banks) & NCUA (Credit Unions) Insurance: https://www.experian.com/blogs/ask-experian/fdic-vs-ncua/
- Bank Accounts & Services: https://www.consumerfinance.gov/consumer-tools/bank-accounts/
- Options for Storing Your Savings: https://files.consumerfinance.gov/f/documents/cfpb_building_block_activities_options-for-storing-savings_handout.pdf
- Is it Safe to Put Money in a Bank or Credit Union Account?: https://finances.extension.wisc.edu/files/2023/05/Is-it-Safe-to-Put-Money-in-a-Bank-or-Credit-Union-Account-TIP-SHEET.pdf
- How to Choose a Financial Advisor: https://finances.extension.wisc.edu/files/2023/05/How-to-Choose-a-Financial-Advisor-TIP-SHEET.pdf
- Know Your Financial Adviser: https://files.consumerfinance.gov/f/201311_cfpb_flyer_senior-financial-advisors.pdf
- What Accounts Can I Use to Save for Retirement?: https://finances.extension.wisc.edu/files/2023/06/Retirement-Savings-Accounts-TIP-SHEET-.pdf
- SIPC Insurance: https://www.sipc.org/for-investors/what-sipc-protects
- Credit Report Freeze & Alerts: https://finances.extension.wisc.edu/articles/security-freezes-and-fraud-alerts/
- identitytheft.gov
