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Unit 3: Wealth Generation and Taxation

Lesson 1

Open Lesson

The Math of Wealth: Compound Interest and Exponential Growth

Lesson 2

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The Stock Market: Equities, Dividends, and Business Structures

Lesson 3

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Index Funds and ETFs: Diversification vs. Active Management

Lesson 4

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Regulating the Markets: SEC, FDIC, SIPC, and FINRA

Lesson 5

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Bonds and Fixed Income: Corporate, Municipal, and Treasury Yields

Lesson 6

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Tax-Advantaged Accounts: Roth vs. Traditional Math and Inheritance

Lesson 7

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Short-Term vs. Long-Term Capital Gains Tax Simulation

Lesson 8

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Evaluating Financial Media, Scams, and "FinTok" Bias

Lesson 9

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Analyzing Alternative Assets: Crypto, Gold, and Art

Lesson 10

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Mid-Unit Assessment: Compound Interest & Investing

Lesson 11

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Real Estate 101: Property Value and Amortization

Lesson 12

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Real Estate 102: Rental Math vs. The Flipper's ROI

Lesson 13

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Project: Building a Diversified Portfolio and Modeling Risk

Lesson 14

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Final Assessment on Wealth Generation and Taxes

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