Stepping Stones Financial Cleveland, Ohio

Worksheets

One worksheet for each of the 26 lessons, stored on Google Drive. Print them, or fill them in on a phone or computer after you watch the video.

Introduction

  1. IntroductionGoogle Drive

Module 1: Financial Hardware

  1. Banks vs Credit UnionsGoogle Drive
  2. Checking Accounts ExplainedGoogle Drive
  3. Savings Accounts and Emergency FundsGoogle Drive
  4. Understanding Your Paycheck and Pay StubGoogle Drive
  5. Budgeting BasicsGoogle Drive
  6. 50-30-20 Rule and Zero-Based BudgetingGoogle Drive
  7. Tracking Expenses and Subscription CreepGoogle Drive
  8. Avoiding Fees and Money LeaksGoogle Drive

Module 2: Rules of the Game

  1. Credit FundamentalsGoogle Drive
  2. Credit Scores and Credit ReportsGoogle Drive
  3. Building Credit SafelyGoogle Drive
  4. Loans, Debt, and Repayment StrategiesGoogle Drive
  5. Debt Traps and Serious ConsequencesGoogle Drive
  6. Taxes Made SimpleGoogle Drive
  7. Insurance BasicsGoogle Drive
  8. Fraud Protection and Consumer RightsGoogle Drive

Module 3: Growth Engine

  1. Introduction to InvestingGoogle Drive
  2. Asset Classes and DiversificationGoogle Drive
  3. Index Funds vs Individual StocksGoogle Drive
  4. Long-Term Investing StrategiesGoogle Drive
  5. Retirement Accounts ExplainedGoogle Drive
  6. Employer Benefits and Free MoneyGoogle Drive
  7. Wealth-Building Habits and Financial MindsetGoogle Drive
  8. Building Your Personal Financial SystemGoogle Drive

Conclusion

  1. ConclusionGoogle Drive