BIZ KID$ Program 115: Credit (The Good, the Bad, and the Ugly)

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BIZ KID$ Program 115: (The Good, the Bad, and the Ugly) Introduction Explain that Biz Kid$ is a program to help people become financially educated, learn work-readiness skills, and to even become entrepreneurs Biz Kids!!! Pre-viewing question: Has there ever been something that you really wanted, but you didn t have the money to purchase it? Let s list some of those items. Record responses on a blank overhead transparency if available. Some suggestions might include: Video games Video-game system Music players Room decorations Clothes Shoes Ask how they would make a purchase if they really needed an item and did not have the money at that exact moment. Perhaps they could borrow the necessary money from family members or friends, but would they eventually need to pay it all back? Today s Program of Biz Kid$ will explain how credit can be your friend or your enemy. Show Program 115: (The Good, the Bad, and the Ugly) Post-viewing activity: This program shows you that using credit can be a positive or negative experience. Write the word credit on a blank overhead transparency or on a board or chart visible to all. Define credit as an amount of money that is loaned with the expectation that it will be repaid at a later date. Explain that when a person uses credit, they are borrowing money from a financial institution, such as a credit union or a bank. Businesses that provide money-related services lend money to people who they trust to return the money to them by a specified date. If the money is not repaid in full by the specified date, the lender will charge additional fees which may include interest and late fees.

A scenario: You borrow $10,000 to buy a car and agree to pay it back over five years, at an interest rate of six percent. Can anyone tell me what amount of money you will have to pay back on this loan? You will actually pay $13,000 for the car by the end of five years. That s $3000 more than you would have paid if you had the cash available when you bought the car. can be great when it allows you to get something you really need when you don t have the money; but it can also result in costing a lot more than if you could have paid in cash. Review: Does anyone here think they want to receive a SqueezeYa Card? How about a little visit from zilla? Hopefully not! You were introduced to some young entrepreneurs in the show who experienced using credit, but not all of them made smart decisions. There are consequences, positive and negative, when you borrow money. We met Monica who manufactures cases for ipods through the company she started called i wear. She worked with an organization called BUILD to help launch her business. She learned to improve her presentation skills and business plan. John, the real estate salesman, established a good reputation and a good credit score. He explained that once you have bad credit, it s much more difficult to fix it. Celia, the graphic designer, also worked with a micro business development group that gave her valuable tools and information to establish her business. David, however, was a victim of his own poor choices regarding credit. He went over his dollar limit and had extra fees added, including late fees and a higher interest charge. He was paying $2700 in finance charges and fees in addition to the original amount he borrowed. He suggested that you cut up credit card offers that come in the mail! Learn from his mistakes! Finally, James created a business called B-Loons Army with a good business plan and a good credit history. He also had the help of a micro business development company. Having good credit means that the user has proven that he or she is someone to whom a financial institution would feel comfortable lending money. There are other advantages to having good credit, including getting lower interest rates on loans and establishing a reputation of being trustworthy. Activity: Distribute the Ways to Build Good Sheet to each person. Display the Overhead Transparency of the same sheet if possible. With everyone, review this list and discuss why each item might be important in terms of establishing credit.

Explain that during this activity, the class will act as moneylenders. Two volunteers will be selected to read different credit scenarios to the group. The remainder will use the tips listed on the Ways to Build Good Sheet to determine whether or not the scenario s character would be a good borrower or credit worthy. After each scenario, the group should discuss the reasons why the character would or would not be a good credit risk. Define a good credit risk as an individual or company with a high likelihood of paying back a loan according to the agreed-upon terms. Ask for two volunteers who would like to read aloud to the class. Give each a A Card from the s Sheet. Ask the readers to take turns reading the cards to the class. After they have read the 2 scenarios, ask the class to whom they would feel most comfortable lending money, and why. Encourage discussion and a variety of responses. Repeat this activity for scenarios B through D. Summary and Review Remind all that credit is neither good nor bad; it s how an individual uses credit that determines whether it s a positive or a negative. Invite the group to create and display posters making others aware of the advantages of having good credit and/or the problems that can arise from having poor credit. They have learned the benefits of having good credit in this lesson. They might list problems with poor credit such as: Trouble establishing new lines of credit Ineligibility for jobs Higher interest rates on loans Distribute the Family Activity Sheet and the Biz Terms Sheet for Program 115 to each. Encourage them to use and share their knowledge to help themselves and their families to be financially smart!

BIZ KID$ Program 115: (The Good, the Bad, and the Ugly) Biz Terms 1. borrower 2. consumer 3. credit 4. credit history 5. credit score 6. financial institution 7. good credit risk 8. interest 9. interest rate 10. lending institution 11. line of credit Suggestions for using Biz Terms include: Have viewers research and write dictionary definitions. Discuss the use of these terms in the Program of Biz Kid$. Have viewers construct sentences using these terms. Have viewers write paragraphs, stories, or dialogs using these terms. Create math word problems using these terms. Create crossword puzzles using these terms. Write personal financial goals using these terms.

BIZ KID$ Program 115: (The Good, the Bad, and the Ugly) Family Activity Sheet Program 115 Synopsis: Living on borrowed time: The Biz Kid$ see the true cost of purchasing with credit. They also take an unsettling look at credit scores and the increasing number of people and places (employers, insurers, colleges, etc.) who are using them to make major decisions that affect young peoples futures. Family Activities: How does your family use credit? Discuss credit choices with other family members. Do research together to learn more about credit bureaus, credit reports, and how to read a credit card statement. Explain why credit is needed. Discuss how to choose a financial institution when applying for a loan. Discuss poor credit choices and how that can negatively affect credit scores. When getting their own credit card, or upon receiving an unsolicited offer for credit in the mail, honestly and thoroughly discuss the pros and cons of this issue before coming to a decision. Have a family movie night and make it educational by watching one of the following documentary films about the United States troubles with credit: In Debt We Trust Maxed Out

BIZ KID$ Program 115: (The Good, the Bad, and the Ugly) Equipment/Materials/Prep: TV DVD Player DVD of Program 115 Overhead Projector (OHP) if available Blank OHP Transparencies Pens for OHP Nametags (optional) Pens and or pencils for each person Chalkboard and chalk OR Dry-Erase Board and Dry-Erase Markers OR Large paper chart and one set of colored markers. OHP Transparencies and copies of the following: The Family Activity Sheet and the Biz Terms Sheet for Program 115 The Ways to Build Good Sheet (One sheet makes two copies) One Sheet Preparation: Check equipment availability. Gather materials listed above. Make copies and overhead transparencies of the worksheets indicated. Cut apart the credit scenarios on the s Sheet ; and cut each Ways to Build Good Sheet in half on the cut lines.

Ways to Build Good Ways to Build Good Have a strong work history. This includes: º Holding a steady job. º Working consistently without periods of unemployment. Establish credit. Own a home. Have a strong bank account history. This includes: º Maintaining an adequate balance in a checking and/or savings account. º Paying back loans on time. º Paying back loans in full. Use credit cards to charge only what you can afford to pay. Use only a small amount of the credit you have been given. Pay all credit card bills in full and on time. Limit the number of credit cards that you have. Limit the number of requests for credit that are made in your name. Ways to Build Good Ways to Build Good Have a strong work history. This includes: º Holding a steady job. º Working consistently without periods of unemployment. Establish credit. Own a home. Have a strong bank account history. This includes: º Maintaining an adequate balance in a checking and/or savings account. º Paying back loans on time. º Paying back loans in full. Use credit cards to charge only what you can afford to pay. Use only a small amount of the credit you have been given. Pay all credit card bills in full and on time. Limit the number of credit cards that you have. Limit the number of requests for credit that are made in your name. 2008 JA Worldwide, M1076 Ways to Build Good Sheet, Episode: (The Good, the Bad, and the Ugly)

A A I m applying for my first credit card and have no credit history. I am currently unemployed, but searching for a job. My mom, who has excellent credit, has agreed to co-sign my account to guarantee that all my payments will be made on time. I m applying for a loan to help me pay off my three existing credit cards. I owe about $6,000 on these cards, but the interest rates on the cards are very high. I have a job and will be able to put some money towards repaying this loan each month. B B I d like to borrow money to buy my first home. I have been working full time for the past 10 years and have saved enough money for a down payment on my dream house. I have two credit cards and have paid off their balances in full each month since opening the accounts. C I d like to borrow money to buy a $25,000 car. I have about $500 right now. I also have four credit cards that I make payments on. I have been late in making payments on my cards five times in the last year. D I am applying for a third credit card. I have reached the credit limit on the two credit cards that I already have. Each month, I pay the minimum balance on each card. I want to use the credit card to buy new clothing to wear to job interviews, as I am currently unemployed. 2008 JA Worldwide, M1077 s Sheet, Episode: (The Good, the Bad, and the Ugly) I d like to borrow money to buy my first home. I have no credit history, but have saved enough money for a down payment on my dream house. I keep all the money I ve saved in a bank safe deposit box so that I always know where it is. C I d like to borrow money to buy a $25,000 car. I have about $3,000 right now. I have a full-time job and no existing debt. My salary will allow me to make car payments each month, but I would like to pay a bit more than the monthly minimum to cut down on the interest charges. D I am applying for a small business loan. I noticed that this town does not have a pizza parlor, and there is restaurant space available near the local high school. I have never started my own business, but have been to business school and have developed a business plan for my idea. I own my own home and car and currently have very little debt.