Baby Steps
Role of Insurance
Budget
FPU
Retirement Planning
100

Save 1000

What is Baby Step 1

100

Replaces lost income due t death

What is life insurance?

100

Enjoys doing the budget

Who is the nerd?

100

I love debt score

What is FICO?

100

Growth, Growth and Income, Aggressive Growth and International

What are the 4 types of Mutual funds?

200

Fully Funded Emergency Fund

What is Baby Step 3?

200

Insurance for a specified period

What is term?

200

Budget Tool/App offered by Dave Ramsey

What is Everydollar?

200

A Plasectomy

What is cutting up credit cards?

200

Lowers Risk

Diversification

300

Pay off your home early

What is Baby Step 6?

300

Transfers Risk

What is the purpose of Insurance?

300

Must be zero based

What is the budget?

300

Stay this animal intense

What is gazelle?

300

This animal wins every time.

What is the tortoise?

400

Build Wealth and Give

What is Baby Step 7

400

Name an insurance to avoid with the initials AD

What is Accidental Death?

400

Length of time to get in a budget rhythm

What is 3 months?

400

Steals your future

What is debt?

400

Are good for long term investments

What are mutual funds?

500

Use the Debt Snowball

What is Baby Step 2?

500

A must have for anyone 60 years or older

What is long-term care insurance?

500

Food, utilities, shelter and transportation

What are the four walls?

500

Your most powerful wealth-building tool

What is income?

500

Never do this on your retirement plan

What is borrow?

600

Invest 15% of your income in retirement

What is Baby Step 4

600

Replaces income due to a short-term or permanent disability

What is disability insurance?

600

Feels controlled by the budget

Who is the Free Spirit

600

Companies use every angel to aggressively compete for this

What is money?

600

After tax IRA that grows tax-free

What is the Roth IRA?

700

Save for your children's college fund

What is Baby Step 5

700

A tax sheltered savings account for medical expenses

What is a Health Savings Account (HSA)

700

The budget gives you what you never knew you had

What is Control?

700

The root of most people's money problem

What is behavior?

700

IRA,401(k), 403(b),457,

What are qualified plans?

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