Financial literacy for real life
Moneygimme helps you build financial literacy and make better decisions — grounded in how money actually works across a lifetime, not rules of thumb. Start with a 7-question quiz that finds the right learning path for your level.
The quiz takes about two minutes and routes you to the Moneygimme path that matches your current financial literacy.
Why it works
Most people are pushed through the same advice factory — the same tips in the same order, no matter who they are. Moneygimme replaces that assembly line with economics-first, decision-first learning.
The subject does not change; your starting point does. If you are worried about retirement, you learn economics through your retirement decisions, not a generic “Chapter 4: Saving” lesson.
People pay attention when the lesson connects to a real decision in front of them. Moneygimme starts with the question you have and then brings in the economics that answers it.
Rules of thumb are averages built for no one in particular. Life-cycle economics gives a logical, lifetime framework for your specific household — and MaxiFi Planner® makes that framework computable in practice.
“Favorite teacher at SMU by a longshot. It’s been 20 years, but hands-down, the most memorable teacher in the business school. Always went above and beyond.”
“Professor Puelz’ Life Cycle Economics class is a must-take for young professionals. The application of economic thinking to financial topics is critical to understanding how to maximize lifetime income.”
“Dr. Puelz is a fantastic educator whose passion for making personal finance digestible is evident throughout his innovative teaching method. He provides practical tools to face common personal finance questions with confidence.”
“Dr. Puelz is a terrific instructor.”
Two learning paths
Not sure? The 7-question quiz places you automatically. Already know your level? Go directly to the path that fits.
Path 1 — Foundations
The framework behind every good financial decision — how to think about spending, saving, and risk across your whole lifetime. No jargon, no shortcuts.
Path 2 — Life-Cycle Plan
Retirement timing, Social Security, Roth conversions, sequence-of-returns risk — worked through the right way, with MaxiFi Planner® making the framework computable for your situation.
The 7-question quiz places you on the right path automatically — and takes about two minutes. If you score above average, you go straight to Path 2.
Want a more precise answer?
Moneygimme shows you the framework. MaxiFi Planner® models your income, spending, taxes, Social Security, and longevity together so you can see exactly how different decisions change your lifetime living standard.
Try MaxiFi Planner®Models your specific income, assets, taxes, Social Security, and longevity — not population averages.
The output is a sustainable spending number your household can build a life around.
Compare retirement dates, Social Security strategies, Roth conversions, and life events side by side.