Prepared for

Florida Atlantic University TRIO Upward Bound

Interactive investing and lifetime wealth workshop

Chapter 2

See how small choices can change a lifetime.

Use visual tools to test inflation, education, career demand, time, and return. Then choose a story, make your predictions, and compare four ways to begin building wealth.

Visualize one idea at a time

What changes the outcome?

Choose a life story

Whose future should we explore?

Each story gives us a starting point. We can change every number later.

Lock in your thinking

What do you think will happen?

Choose one question at a time, then click the investment path that best answers it. You can change your answer before we run the model.

Our predictions

Answers locked in so far

Test the scenario

Change the numbers and compare the paths.

Start with the preset. Then change one number at a time so we can see what caused the result to move.
More assumptions to test
Illustrative value by age

How the four paths grow over time.