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Tuesday 10 November 2020

A Collection Of Personal Finance Cheat Sheets

Crib notes! 
Over the years I have generated a number of 1 page summaries and explainers related to personal finance and investing. That's because sometimes a picture or an infographic can explain things in way that is a lot easier to understand. Sometimes the different angle allows a concept to stick.

Nah, who am I kidding - people just don't like reading! :)

Anyways, I figured now might be a good time to put all these 1-pagers together in one place. So if there are any newcomers who may have missed some of them, you can now catch up.

And of course, for the Stealthies who have been around for a while, you can now binge watch the entire Season 1 of Personal Finance.  

Here's a list of the episodes:

1. How to achieve financial freedom 
2. Asset Classes 
3. ETFs 
4. TFSAs 
5. Investing jargon buster 
6. IDEAS to get your finances in order 
7. How Tax works 
8. RAs vs TFSAs 
9. Successful investing

(Note - all images can be clicked to view a larger version)

How To Achieve Financial Freedom 

Here is how to put a financial freedom plan together

Asset Classes 

A cheat sheet of the 4 main asset classes


ETFs (Exchange Traded Funds) in a nutshell


TFSAs (Tax Free Savings Accounts) in a nutshell

Investing Jargon Buster 

An explanation of some of the more common terms you will come across in the investment field.

IDEAS To Get Your Finances In Order 

Want to improve your finances? Here are some IDEAS.

How Tax Works 

How the main types of Tax work.

RAs vs TFSAs 

Similarities and differences between Retirement Annuities and Tax Free Savings Accounts.

Successful Investing

The 4 Ps of successful investing

I hope you find some or all of these useful! Feel free to share them with anyone who you think would benefit (or who doesn't like to read :-P)

Till next time, Stay Stealthy!
 - ~ - ~

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