Standard 6: Retirement Planning

  1. Describe the necessity of accumulating financial resources needed for specific retirement goals, activities, and lifestyles, based on life expectancy.
  2. Explain the roles of Social Security, employer retirement plans (401k or 403b) and personal investments (e.g., annuities, IRAs, real estate, stocks, and bonds) as sources of retirement income, and how to acquire these plans (e.g., banks, insurance companies).

Online Curriculum and Lesson Plans

Making $en$e: Financial Success for Oklahoma Students – Oklahoma State Department of Education | view now

PFL Standard 6.1

  • Disneynomics Lesson– UP! | view now
  • RECENTLY UPDATED! The Benefits of Investing Early –  | view now
  • How Long is Your Life? –  | view now

PFL Standard 6.1 and 6.2

  • Student-Created Retirement Digital Vision Boards | view now
    • This lesson is great for distance learning!
  • NEW! Retirement Planner Calculator | view now

The Stock Market Game

SMG Logo -small

  • Teams of three to five students invest a hypothetical $100,000.00 in a portfolio
    of common stocks, bonds, and mutual funds.
  • comprehensive curriculum materials, print, and online for students of all
    ability levels, as well as hands-on support.

Visit the OCEE site for more information and to sign your class up.

Council for Economic Education Lessons

Financial Fitness for Life, Bringing Home the Gold, (9-12), Teacher Guide

Contact OCEE to request a free copy of Financial Fitness for Life.

  • Theme 3: Tomorrow’s Money: Getting to the End of the Rainbow
  • Lesson 8 – What Is the Cost of Spending and Saving?
  • Lesson 9 – There Is No Free Lunch in Investing
  • Lesson 10 – Investment Bingo


Online Resources

Online Calculators
Expanded Activities
  • The Stock Market Game | view now
  • Countdown to Retirement: Practical Money Skills : view now