Name: Date:

Earned Income How Much Do You Keep? ASSETS LIABILITIES

Earned #1 Cash Flow/Total Income 93.84% Bank Accounts $ 10,000.00 Credit Cards $ -
Earned #2 ***should be increasing Stocks $ 5,000.00 Car Loans $ -
Earned Total $ - Bonds $ 10,000.00 School Loans $ -
Passive Income Does Your Money Work For You? Receivables Home Mortgage $ -
Real Estate (NET) $ 4,000.00 Passive+Portfolio/Total Inc 100.00% Real Estate $ 800,000.00 Personal Loans $ -
Business (NET) $ 10,000.00 ***should be increasing (fair market value less mortgage) Other Debt $ -
Passive Total $ 14,000.00 Business Value (NET) TOTAL LIABILITIES $ -
Portfolio Income How Much Do You Pay In Taxes? ASSETS TOTAL ###
Interest $ 100.00 Income Taxes/Total Income 0.00%
Dividends $ 500.00 DOODADS
Royalties How Much Goes to Housing? Home
Portfolio Total $ 600.00 Housing Expenses/Income 1.37% Car(s) $ 100,000.00
TOTAL INCOME $ 14,600.00 ***keep under 33 percent Other
DOODADS TOTAL ###
How Much Do You Spend on Doodads?
Expenses Doodad Total/Banker Assets 10.81% TOTAL ASSETS per Banker ### NET WORTH per Banker $ 925,000.00
Taxes (Income) ***keep under 33 percent (Assets Total + Doodads) (Total Assets per Banker minus Total Liabilities)

Taxes (Real Estate) TOTAL ASSETS per Rich Dad ### NET WORTH per Rich Dad $ 825,000.00
Home Mortgage (or Rent) What Is Your Annual Return On Assets? (Assets Total Only, No Doodads) (Total Assets per Rich Dad minus Total Liabilities)

Utilities $ 140.00 Pass+Port/Rich Dad Assets 21.24%

Maintenance $ 60.00 ***should be increasing
Home Insurance
Food and Clothing $ 500.00 How Wealthy Are You?
Other Expenses $ 200.00 Rich Dad Assets/Expenses 916.7
Tithing ***measured in months
Credit Card #1
Credit Card #2
Car Loan #1
Car Loan #2
School Loan #1
School Loan #2
TOTAL EXPENSES $ 900.00

NET MONTHLY CASH FLOW $ 13,700.00