Case Study

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Resource Lists for Financial Educators (courtesy of Barbara O’Neill of Rutgers Cooperative Extension)

What does a distinguished professor do during her sabbatical? Curate personal finance resources, of course! In this blog post, Barbara O’Neill shares the fruits of her hundreds of hours of labor in putting together three awesome resource lists (see bottom of post for links to her lists), including what what she considered the “best of the best” from the NGPF library. As she describes below, the purpose of her odyssey was to replenish her “well” of creative learning activities. I hope that your “well” overflows as you find resources that will work in your classroom. Thank you Barbara for this tremendous gift to the community! Your commitment and dedication to improving financial literacy in this country inspires us.

Question: Who’s Saving For Retirement?

I had the Honorable John Ninfo on my podcast recently who described his “Scared Straight approach” to teaching young people about the perils of credit. He saw the consequences in the decades he served as a Bankruptcy Court judge in the state of New York. After looking at this infographic from the WSJ and the accompanying article, the overwhelming evidence is that we should be employing similar scare tactics to the topic of retirement planning because we better hope that the next generation is better prepared for taking on this responsibility:

What Do Students Know About Financial Aid?


Catching up on some reading over this break. Enjoying Sarah Goldrick-Rab’s Paying the Price which tracks six students in Wisconsin over six years and chronicles their triumphs and struggles in finding their way through college. She had a chart on page 56 that I found informative in highlighting what students know and don’t know about financial aid.

Here’s what the 2,100 students participating in the Wisconsin Scholars Longitudinal Study (WSLS) who answered their first-year survey knew about financial aid (number is parens is percentage who responded correctly):

By |December 19th, 2016|Case Study, Paying for College, Research, Student Loans|

This Made Our Day Today…

From Kathleen Brennan from Mount Saint Mary Academy in Watchung, NJ:

“I also want to let you know that Next Gen Personal Finance really has become my go-to source.  My class has just finished the lesson on savings.  I love to use case studies (hear Kathleen’s tips on implementing case studies). My students had great fun with the Save Me! Case study and had interesting recommendations for Juan Carlos.  I love the integration of the Excel spreadsheet into the lesson.  As part of the Savings Unit, I also assigned the Savings Account Analysis as a group project.  The groups handed in their work today, and at first glance, they all did a great job.  My next unit is Investing— I’m looking forward to it.

 I’m not sure whether I mentioned it to you before, but I love the cross-curricular aspect of the curriculum.  Although my class is technically a math class, I’m really enjoying the ability to infuse writing, public speaking, marketing, technology, and other critical thinking features into the class.  I also love the fact that the material is so easy to access.  I must admit that I haven’t transferred my course into the

By |September 23rd, 2016|Case Study, Featured Teachers, Teaching Strategies, Tips for Teachers|

NGPF Podcast: Tim Talks To Case Study Enthusiast, Kathleen Brennan of Mount Saint Mary Academy (Watchung, NJ)


Thank you to Kathleen Brennan of Mount Saint Mary Academy (Watchung, NJ) for participating in the NGPF Podcast. Kathleen has won multiple teaching awards (she was the 2016 Outstanding Educator of the Year and 2013 Sloan Foundation Award winner to name must two) and loves using case studies in her classroom. Our conversation touches on the her favorite case studies (see Show Notes below), how she prepares for a case study discussion and the student engagement and learning she witnesses in her classroom. Enjoy!

  • 0:00~1:16 – Introduction
  • 1:16~4:31 – Kathleen’s background
  • 4:31~6:42 – Developing a personal finance classes
  • 6:42~8:47 – Most challenging topics for students
  • 8:47~12:07 – Case studies in the classroom
  • 12:07~14:29 – Best time to use case studies
  • 14:29~18:34 – Managing a case study discussion
  • 18:34~21:58 – Assessing

Question: What Are The Building Blocks of Financial Capability?


Consumer Financial Protection Bureau (CFPB) out with a new report “Building Blocks to Help Youth Achieve Financial Capability.”

Skimming through it quickly to bring you the highlights. Here are their three building blocks they identify as critical to financial capability:

NGPF Podcast: Tim Talks With Brandon Jacobson, Copper Hills High School (UT) Teacher, On Why He Loves Case Studies


We received a nice email from Brandon Jacobson in mid-April discussing how much he enjoyed using our case studies in his classroom at Copper Hills High School in West Jordan, Utah. The quote in his email that that really resonated with me was “Great discussions lead to a more detailed and comprehensive learning.”  In my own practice, I have seen case studies generate great classroom discussion and now there was another teacher corroborating my experience. Shortly thereafter, we were exchanging emails and Brandon kindly agreed to be on the show to share his expertise on how to effectively use case studies in a personal finance setting.

Listen to this podcast to hear Brandon answer such questions as:

Join Us For The Inaugural NGPF Summer Institute from June 27th to 29th in Palo Alto, CA

Join us for the first Annual NGPF Summer Institute to be held in Palo Alto, California (located 30 miles south of San Francisco) from June 27th to 29th, 2016.

What Can You Expect To Accomplish In Your 2 1/2 Days at The NGPFInstitute?

  • Engage in a professional learning community with outstanding peers in the field of personal finance education to improve your own resources
  • Learn the NGPF approach to creating engaging projects and compelling case studies; have the time and support necessary to create your own
  • Fill gaps in your content knowledge and your repertoire of student-friendly resources across three challenging topics
  • Collaborate, converse, learn, and grow with a highly selective group of personal finance educators from across the country

Why Should You Apply?