Big Later For Teams
Empower your people with an email-based learning experience that distills personal finance into 5 minutes of reading per day (and doesn't put them to sleep in the process).
Financial literacy impacts everything
From happiness to productivity — employees do their best work when they feel secure about the future, but studies show that our education system has completely dropped the ball on personal finance. Going forward, companies have to address a problem they didn't create.
The knowledge gap is hurting your bottom line
A paycheck and benefits only go so far in creating financial security. Because younger generations aren't being taught the skills necessary for wealth building, businesses are forced to address a retention-impacting reality:
Stressing about money + Underutilizing benefits = Attriting at 2x the rate of their older peers
Stressing about money + Underutilizing benefits = Attriting at 2x the rate of their older peers
Learning has to be as entertaining as it is informative
For this stuff to really stick, it takes more than a quarterly lunch & learn with a 401k rep. Big Later is built around four core principles:
Simple
Bite-sized learning—
Less than 5 minutes of reading per day, directly to the inbox.
Less than 5 minutes of reading per day, directly to the inbox.
Smart
Breadth and depth—
From "what is the stock market" to "how to optimize 401k contributions."
From "what is the stock market" to "how to optimize 401k contributions."
Fun
Doesn't bore you to death—
Not all business content has to feel like work.
Not all business content has to feel like work.
Easy
Logically structured content—
Much better than, "hey here's 100 links, go read 'em all."
Much better than, "hey here's 100 links, go read 'em all."
Our Curriculum
1: The Basics
1.1 The Stock Market
1.2 Public Companies
1.3 Compound Interest
1.4 Human Psychology
1.5 Retirement Reality
1.6 Confidence Check
2: Budget Stuff
2.1 Easy Budget Math
2.2 Emergency Funds
2.3 Paying Down Debt
2.4 Building Your Budget
3: Your Accounts
3.1 Understanding Taxes
3.2 Employer Plans
3.3 Traditional IRAs
3.4 Roth IRAs
3.5 Brokerage Accounts
3.6 Health Savings
3.7 Opening an Account
4: Simple Strategy
4.1 Real Benchmarks
4.2 Beating the Market
4.3 Matching the Market
4.4 Researching Investments
4.5 Making an Investment
5: Portfolios
5.1 Bonds
5.2 Diversification
5.3 Asset Allocation
5.4 Fees
5.5 Three-Fund Portfolio
5.6 Set a Reminder
6: Equity
6.1 RSUs
6.2 ESPP Overview
6.3 ESPP Taxes
6.4 Stock Options Overview
6.5 Stock Options Taxes
6.6 Set a New Goal