Talking Personal Finance

In less than a week I will get to spend ninety minutes talking personal finance. I ‘m not sure if I’ve had that much continuous money talk since I visited my first FinCon event back in September. I’ll have the opportunity to speak at my local library and be paid to speak about my personal history with debt and give tips on how others might overcome debt themselves. The speaking event came about because I asked. Our local library offers a number of adult, teenage and children’s programs and classes. During a trip to the library I inquired on whom ran the programs. Once getting the name I gave the contact a call and made my pitch.

I was hopeful I could get my foot in the door and have an opportunity to teach others what helped my family tackle our debt. When the library agreed I was excited, but when they asked me how much I wanted to be paid I was amazed.

I had no intention of being paid for my first speaking engagement. I just want to share the “get out of debt” message, being about to accomplish both is an incredible opportunity I do not want to waste. Last month I asked for feedback from my readers and received some valuable contributions and pointers. I was able to tweak my presentation to include many. The presentation will act as a series of talking point and a distraction so the audience doesn’t have to stare at my mug the entire night.

I have no idea how many people will attend. It’s an open invitation, but has been advertised in the library newsletter, their website, a local newspaper and I’ve been doing my best job of self-promotion. So, I could be in a room by myself or maybe a crowd. I’m really not sure, but really looking forward to the event.

personal finance

Presentation Outline

As I said I plan to show a power point on a projector with a series of talking points, I’ve animated it to make it look fancy. Here’s the general outline:

  • Our History with Debt
  • Understanding Your Start Point
  • Build a Plan
  • Example Budget
  • Communicating the Plan
  • Stop Building New Debt
  • Wants vs. Needs
  • Debt Snowball or Avalanche
  • Emergency Fund
  • Keeping Track of your “Why”
  • Build Wealth
  • Compound Interest

I also plan on handing out a resource sheet with blogs, books and podcast to check out as well as an optional feedback sheet. I will pick a random person from the audience and give away a copy of Dave Ramsey’s “A Total Money Makeover” book and hope to have time for Q&A. Seems to me like ninety minutes is going to go by quickly.

What’s Next

My fingers are crossed that someone will show up and enjoy my talk. If all goes well I’m going to ask if I can speak at least every few months at the library. I also continue to volunteer on my local school board as a committee member on several committees. I’m going to pitch a personal finance 101 / college cost speaking presentation to the board and possibly a viewing of Broke, Busted, and Disgusted: The True Costs of College to be presented to seniors at our high school. This will at least give the seniors a crash course in money before they graduate.

The fact that the Long Island, New York area topped the list of most expensive place to live recently, my local area can surely use this kind of help. With a population just over seven million I’ve got plenty of speaking to do right in my own backyard.


14 thoughts on “Talking Personal Finance”

  1. That’s great that you took the initiative to ask the Library about speaking there…and cool that they’re paying you. Financial literacy is such an important topic and I’m glad you’ll be imparting your knowledge. Will definitely like to hear how it goes! And didn’t you out on the Island…I work out there (Islip) but living in Queens.

  2. I’m excited for you. Can’t wait to hear how it goes. I like the presentation outline you put together. It will serve you well for other presentations after word gets out.

  3. I love this idea! I’ve actually been thinking about how fun it could be to lead a group at the library but talking to high school teens (and teachers/parents) would be even better. If I had known what I know now in high school, or even junior high, it could’ve certainly saved me a lot of headache and have us sitting in an even better position than we are now. I hope everything goes well for you; best of luck! 🙂

  4. That is an awesome opportunity. I believe you will do really well. People like hearing success stories and yours is one of those. I won’t be surprised if a lot of people will come out with ideas on how to handle their finances better.

    Good luck and keep us posted.

  5. It’s so fantastic that you’re doing this, Brian!! So many people need this type of info, and you bring the cred of someone who has been through major debt payoff and lived to tell the tale. I hope it goes well and lots of people attend! Please report back. 🙂

  6. Wow! What a great idea to talk to your local library. I can imagine doing the same thing . . . .maybe. May this be the first of many, Brian. I look forward to your report about your talk. All the best!

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