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A Collection Of Personal Finance Cheat Sheets

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A Collection Of Personal Finance Cheat Sheets

Reading Time: 3 minutes

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.

(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)

Article reposted with permission from Stealthy Wealth. Original post here.

PLUS, we'll send you our Zonotho Personal Finance Starter pack to help you take your financial prowess to the next level!



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Stealthy Wealth is planning to stop work and “retire” in 2030 at age 45. He writes about all the detail on getting there - including the plan to make it happen, the decisions along the way, investments he is making, the cost-cutting ideas, and any other randomness that pops into his head along the way. You can find more of his content at Stealthy Wealth

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