This week, I met with Mr. Buchko on Zoom, where we discussed his work as a financial consultant advisor. He explained how essential it is to understand each client’s financial background by gathering information about their numbers, circumstances, and goals. Mr. Buchko emphasized building a story from this information to better understand where clients stand financially. This approach involves knowing people and their individual needs, as well as interacting with them to gauge their financial mindset.

As I plan to teach middle school students about financial literacy, I can apply what I learned from Mr. Buchko’s approach. Starting with an icebreaker, such as asking students simple yet insightful questions like, “What does money mean to you?” and “What do you think budgeting is?” It will help create a comfortable environment where they feel safe sharing their thoughts. I’ll also incorporate interactive activities like group discussions where peers can learn from one another. For homework, I could ask students to find information or talk with their parents about budgeting, reinforcing lessons at home. Using rewards like prizes, snacks, or games could make learning more engaging, while reflecting on past experiences with middle schoolers will help refine what works best in a classroom setting. Finally, I’ll ensure that I have a strong understanding of financial concepts to teach them effectively and build confidence in my students.

On the side of the Zoom meeting with Mr. Buchko, I met with my mentor, created more connections on LinkedIn, and did additional research before my meetings.