How You Money: Self-Paced Financial Education Videos
New promotional communications and resources now available! How You Money was inspired by the way many of today’s employees consume financial education—through social media. It covers important financial basics in short and long videos that are authentic, entertaining, and meaningful. Viewers can navigate the digital experience to find topics and resources relevant to their current financial goals and priorities.
How You Money digital experience. For illustrative purposed only.
How You Money boasts a catalog of more than 75 videos. Participants can access over 50 videos in English with Spanish captions and over 25 videos in Spanish to learn about financial concepts and access actionable next steps. A streamlined digital experience allows access to the content from anywhere at any time, meaning employees can learn wherever they are and at a pace that works for them.
Contact your CC or MD today to learn how How You Money can help engage your plan participants!
Resources
Overview Touch 1 Toolkit
- Email (PDF and HTML) [1054089.4.2]
- Digital Sign [1056105.3.2]
- Poster [1056105.3.2]
- Fundamentals Checklist (PDF) [1187908.1.0]
- Debt Checklist (PDF) [1192079.1.0]
- Emergency Savings Checklist (PDF) [1192081.1.0]
Overview Touch 2 Toolkit
Spanish Toolkit- all materials in are written in Spanish and only promote the Spanish player.
(View English translations of Spanish pieces) (1197748.1.0, 1197746.1.0, 1197744.1.0, and 1197725.1.0)
- Email (PDF and HTML) [1197170.1.0] 9/30/26 expire
- Basics Email (PDF and HTML) [1199799.1.0] 9/30/26 expire
- Family Email (PDF and HTML) [1199803.1.0] 9/30/26 expire
- Investing Email (PDF and HTML) [1199802.1.1] 9/30/26 expire
- Retirement Email (PDF and HTML) [1199800.1.0] 9/30/26 expire
- Digital Sign (PDF) [1056105.3.0] 9/30/26 expire