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  • Last Name Bianzon First Name Mike Lester Middle Name Bumagat

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    Lester Bueno
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    Mr. James Bianzon, a young single person, has financial goals of accumulating earnings from Axie Infinity to save and help his family, and saving $20,000 to buy a new laptop. His savings habits include avoiding non-essential purchases and social pressures to spend. A young couple, Mr. and Mrs. Dimple Bumagat, aim to get their first half million after 2.5 years through their small business and insurance for future children. Their savings habits include putting 20% of income into time deposits and maintaining a piggy bank to save $30,000 annually. A middle-aged person, Mr. James Bianzon, wants financial stability in his 30s

    Original Description:

    finance

    Original Title

    LECTURE 2

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    Mr. James Bianzon, a young single person, has financial goals of accumulating earnings from Axie Infinity to save and help his family, and saving $20,000 to buy a new laptop. His savings habits include avoiding non-essential purchases and social pressures to spend. A young couple, Mr. and Mrs. Dimple Bumagat, aim to get their first half million after 2.5 years through their small business and insurance for future children. Their savings habits include putting 20% of income into time deposits and maintaining a piggy bank to save $30,000 annually. A middle-aged person, Mr. James Bianzon, wants financial stability in his 30s

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    © All Rights Reserved
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    Download as docx, pdf, or txt
    16 views2 pages

    Last Name Bianzon First Name Mike Lester Middle Name Bumagat

    Uploaded by

    Lester Bueno
    Mr. James Bianzon, a young single person, has financial goals of accumulating earnings from Axie Infinity to save and help his family, and saving $20,000 to buy a new laptop. His savings habits include avoiding non-essential purchases and social pressures to spend. A young couple, Mr. and Mrs. Dimple Bumagat, aim to get their first half million after 2.5 years through their small business and insurance for future children. Their savings habits include putting 20% of income into time deposits and maintaining a piggy bank to save $30,000 annually. A middle-aged person, Mr. James Bianzon, wants financial stability in his 30s

    Copyright:

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    of 2

    PEBSBAFM 005– PERSONAL FINANCE

    Activity 5 (for ILO No. 5)

    Talk to a young single person, a young couple, and a middle-age person about their financial
    goals and savings habits. What action do they take to determine and achieve various financial
    goals? Write your answer using the template in Appendix E

    Last Name First Name Middle Name


    BIANZON MIKE LESTER BUMAGAT

    Name of
    Category Financial Goals Savings Habits
    Interviewee
    - To be able to - I pushed
    accumulate my myself of buy
    earnings in Axie non branded
    Infinity and clothes to save
    able to save more money.
    them in coop to - I avoid being
    Mr. James B. grow and of in a circle of
    Obrero course help my people who
    family. prioritizes
    - To save wants over
    P20,000.00 needs.
    Young Single Person
    worth of money - I am forcing
    and buy new myself to
    laptop. divert my
    - Secure an attention in
    investment in working out
    frontrow than buying
    Philippines and unnecessary
    pursue my motor parts.
    chances on
    getting better
    lifestyle.
    Young Couple - To get our first - We both
    half million decided to put
    after 2 years our 20%
    Mr. and Mrs. and five income to time
    Dimple J. months. deposit.
    Bumagat - To be able to - We have our
    expand our piggy bank in
    small business our house and
    and be ready to we want to

    The module is for the exclusive use of the University of La Salette, Inc. Any form of reproduction, distribution, uploading, or
    posting online in any form or by any means without the written permission of the University is strictly prohibited.
    1
    PEBSBAFM 005– PERSONAL FINANCE

    open for achieve saving


    resellers. P30,000.00 at
    - To be able to the end of the
    acquire more year.
    insurance to - We have our
    protect our side lines, for
    future babies me (Dimple), I
    from sudden work part time
    danger. as baby sitter,
    and my
    husband
    (Rojer) part
    time as a cook
    in a restobar.
    - Mr. James - I want to have - I work with
    Bianzon my financial over time here
    stability as soon in Singapore.
    as I get in to my - I avoid getting
    30’s. any debt as it
    - I am planning becomes a
    to get my credit hindrance for
    card when I get me to have
    home in the motivation and
    Philippines. move forward.
    - I am working to - I see myself as
    finish the house diligent
    I am building in individual, and
    Middle-aged Person the Philippines. that gives me
    the power to
    work hard.
    - Sometimes,
    dumpster
    diving helped
    me to save a
    lot, because
    here in
    Singapore
    many residents
    throws a lot of
    things that is
    still valuable.

    The module is for the exclusive use of the University of La Salette, Inc. Any form of reproduction, distribution, uploading, or
    posting online in any form or by any means without the written permission of the University is strictly prohibited.
    2

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