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7th Grade Financial Presentation

Total questions: 7

Worksheet time: 4mins

Name
Class
Date
1.

As a saver persona, who should you pay first?

a)

Yourself

b)

Your Parents

c)

A gift for your boyfriend/girlfriend

d)

A meal at chick-fil-A

2.

Which persona is this: Has multiple jobs, pay yourself first then invest the rest, and Let your money make more money?

a)

Spender Persona

b)

Earner Persona

c)

Saver Persona

3.

Which persona is this: Pay yourself first, Make a plan with small goals, and be heavily focused on goals big or small?

a)

Earner Persona

b)

Spender persona

c)

Saver Persona

4.

Which type of persona is this: you put wants>needs and you should have a plan to tackle debt?

a)

Spender persona

b)

Earner persona

c)

Saver persona

5.

How much of your budget should go toward Savings in the 50/30/20 rule?

a)

50 %

b)

20 %

c)

30 %

6.

How much of your budget should go toward Wants in the 50/30/20 rule?

a)

30 %

b)

20 %

c)

50 %

7.

How much of your budget should go toward Needs in the 50/30/20 rule?

a)

20 %

b)

30 %

c)

50 %