Unpacking the Results

Were you surprised at all by any answers that you got correct or incorrect? The good news is no matter how you’re doing on your financial fitness right now, you’re taking a big step toward learning more and increasing that score by being here today.

Whatever knowledge you're starting with, we're going to begin building that on this module!

Five Key Actions

We're going to start building on our financial knowledge by watching the video below, which is also from Northwestern Mutual.

There are five key actions—and these apply no matter how old you are, how much money you have or what your goals are for the future.

5 Steps

1. Save
2. Spend
3. Grow
4. Protect
5. Give

You may pay more attention to one this year and another the next, but the ultimate goal is to strike the right balance among all five. We’ll focus on the first 3.

Quick Discussion Question:

What is one thing that stood out to you about the video? Do the steps sound familiar?