SHARE:
Finances
| Variable | Question text | Label |
|---|---|---|
| F001A | Having a financially secure retirement | importance: having a financially secure retirement |
| F001B | Being able to manage unexpected or emergency expenses | importance: Being able to manage unexpected or emergency expenses |
| F001C | Being able to afford a higher quality of life | importance: Being able to afford a higher quality of life |
| F001D | Being financially independent of others | importance: Being financially independent of others |
| F001E | Being able to contribute to supporting my family | importance: Being able to contribute to supporting my family |
| F001F | Being able to leave a financial legacy for my family and/or others | importance: Being able to leave a financial legacy |
| F001G | Being able to give to charity | importance: Being able to give to charity |
| F001_order | order of F001 series | |
| F002A | I feel confident in my money management skills. | agree/disagree: confident in my money management skills |
| F002B | I have the knowledge to make good financial decisions. | agree/disagree: I have the knowledge to make good financial decisions |
| F002C | I feel relaxed about my financial future. | agree/disagree: I feel relaxed about my financial future |
| F002D | I feel comfortable talking to my family about my personal finances. | agree/disagree: comfortable talking to my family about personal finances |
| F002E | I feel comfortable talking to my friends about my personal finances. | agree/disagree: comfortable talking to my friends about personal finances |
| F002F | I feel good about how I manage my money. | agree/disagree: I feel good about how I manage my money |
| F002G | Talking about money can make me feel ashamed. | agree/disagree: Talking about money can make me feel ashamed |
| F002_order | order of F002 series | |
| F003 | Have you ever taken a course or training to learn about personal finance? | ever taken a course or training about personal finance |
| F003A_1 | High school or college course/s in personal finance | type of course or training participated in--high school or college course |
| F003A_2 | A personal finance program offered by my employer as part of workplace benefits | type of course or training participated in--personal finance program offered by employer |
| F003A_3 | One-on-one financial counseling | type of course or training participated in--One-on-one financial counseling |
| F003A_4 | A personal finance course for adults offered by an educational institution (university extension or community college, Udemy, Skillshare) | type of course or training participated in--course offered by educational institution |
| F003A_5 | A personal finance course or training offered by a financial institution (e.g. your bank or credit union) | type of course or training participated in--offered by financial institution |
| F003A_6 | A personal finance course or training provided by my community (e.g. through a community center, library or church) | type of course or training participated in--offered by my community |
| F003A_7 | Other, please specify: ~F003A_7_other | type of course or training participated in--other |
| F003A_answers | ||
| F003B_1 | High school or college course/s in personal finance | high school or college course: online or in person |
| F003B_2 | A personal finance program offered by my employer as part of workplace benefits | personal finance program offered by employer: online or in person |
| F003B_3 | One-on-one financial counseling | One-on-one financial counseling: online or in person |
| F003B_4 | A personal finance course for adults offered by an educational institution (university extension or community college, Udemy, Skillshare) | course offered by educational institution: online or in person |
| F003B_5 | A personal finance course or training offered by a financial institution (e.g. your bank or credit union) | finance course offered by financial institution: online or in person |
| F003B_6 | A personal finance course or training provided by my community (e.g. through a community center, library or church) | course offered by my community: online or in person |
| F003B_7 | Other, please specify: ^F003A_7_other | type of course or training participated in--other: online or in person |
| F003C_1 | High school or college course/s in personal finance | high school or college course: how much learned |
| F003C_2 | A personal finance program offered by my employer as part of workplace benefits | personal finance program offered by employer: how much learned |
| F003C_3 | One-on-one financial counseling | One-on-one financial counseling: how much learned |
| F003C_4 | A personal finance course for adults offered by an educational institution (university extension or community college, Udemy, Skillshare) | course offered by educational institution: how much learned |
| F003C_5 | A personal finance course or training offered by a financial institution (e.g. your bank or credit union) | finance course offered by financial institution: how much learned |
| F003C_6 | A personal finance course or training provided by my community (e.g. through a community center, library or church) | course offered by my community: how much learned |
| F003C_7 | Other, please specify: ^F003A_7_other | type of course or training participated in--other: how much learned |
| F003E | How interested would you be in taking a course or training about personal finance? | how interested in taking course/training on personal finance |
| F004A_1 | The program is designed specifically for women | how important program feature: The program is designed specifically for women |
| F004A_2 | The program is designed for people in my life stage | how important program feature: The program is designed for people in my life stage |
| F004A_3 | The course is sensitive to the financial needs and concerns of my community | how important program feature: sensitive to the financial needs/concerns of my community |
| F004A_4 | The program is delivered in languages other than English | how important program feature: The program is delivered in languages other than English |
| F004A_5 | The program is designed specifically for people with financial circumstances like mine | how important program feature: designed specifically for people with financial circumstances like mine |
| F004A_order | order of F004A series | |
| F004B | Which of the following providers of a personal finance course would you most prefer? Please check all that apply. | Educational institution (e.g. high school, college, university) |
| F004B_order | order of F004B options | |
| F004C | Would you prefer the course or training about personal finance to be delivered online or in person? | prefer training course online or in person |
| F004D_1 | The program includes exchange and learning with peers | how important: The program includes exchange and learning with peers |
| F004D_2 | The program is delivered in multiple short sessions of one hour or less | how important: program is delivered in multiple short sessions of 1 hour or less |
| F004D_3 | The program is delivered in a few sessions of one hour or more | how important: program is delivered in a few sessions of 1 hour or more |
| F004D_4 | The program can be completed on a flexible schedule | how important: The program can be completed on a flexible schedule |
| F004D_5 | The program is conducted over a period of 5 weeks | how important: the program is conducted over a period of 5 weeks |
| F004D_6 | The program is conducted over a period of 12 weeks | how important: The program is conducted over a period of 12 weeks |
| F004D_7 | The program is online | how important: The program is online |
| F004D_8 | The program is in person | how important: The program is in person |
| F004D_9 | The program is offered by an organization that I trust | how important: The program is offered by an org I trust |
| F004D_order | order of F004D series | |
| F004E_1 | Retirement planning | how important is the following content: retirement planning |
| F004E_2 | Social Security | how important is the following content: social security |
| F004E_3 | Medicare and Medicaid | how important is the following content: Medicare and Medicaid |
| F004E_4 | Insurance | how important is the following content: insurance |
| F004E_5 | Investing and financial products | how important is the following content: Investing and Financial Products |
| F004E_6 | Scams and fraud | how important is the following content: scams and fraud |
| F004E_7 | Estate planning and bequests | how important is the following content: Estate planning and bequests |
| F004E_8 | Caregiving | how important is the following content: caregiving |
| F004E_9 | Long term care | how important is the following content: Long term care |
| F004E_10 | Other, please specify: ~F004E_10_other | how important is the following content: other |
| F004E_order | order of F004E series | |
| F004F_1 | Developing a personal budget | how interested in training skill: Developing a personal budget |
| F004F_2 | Communicating with financial service providers (e.g. banks, insurance companies, financial advisors, etc.) | how interested in training skill: Communicating with financial service providers |
| F004F_3 | Developing a financial plan for the future | how interested in training skill: Developing a financial plan for the future |
| F004F_4 | Learning how to invest in the stock market | how interested in training skill: Learning how to invest in the stock market |
| F004F_5 | Communicating with my family about our finances | how interested in training skill: Communicating with my family about our finances |
| F004F_6 | Understanding what money I have | how interested in training skill: Understanding what money I have |
| F004F_7 | Feeling more confident about managing my money | how interested in training skill: Feeling more confident about managing my money |
| F004F_8 | Learning how to use my retirement savings | how interested in training skill: Learning how to use my retirement savings |
| F004F_9 | Creating a financial plan for long term care | how interested in training skill: Creating a financial plan for long term care |
| F004F_10 | Creating a financial plan for caregiving | how interested in training skill: Creating a financial plan for caregiving |
| F004F_11 | Other, please specify: ~F004F_11_other | how interested in training skill: Other |
| F004F_order | order of F004F series | |
| F004G | If you were to take a course or training about personal finance, when do you think would be the best time to take it? | best time to take a personal finance course/training |
| F004H | Would you prefer to take a course or training about personal finance in a one-on-one or group setting? | prefer group or one-on-one training |
| F005A | Keep track of your expenses | how often do the following: Keep track of your expenses |
| F005B | Put money into an emergency fund/savings account | how often do the following: Put money into an emergency fund/savings account |
| F005C | Review credit reports | how often do the following: review credit reports |
| F005D | Put money into investment accounts (including retirement accounts) | how often do the following: Put money into investment accounts |
| F005E | Check the status of your investment accounts | how often do the following: Check the status of your investment accounts |
| F005F | Talk to a financial professional about your finances | how often do the following: Talk to a financial professional about your finances |
| F005G | Talk to family or friends about your finances | how often do the following: Talk to family or friends about your finances |
| F005H | Keep informed about financial markets and personal finance through the media (news, magazines, books, social media, podcasts etc) | how often do the following: Keep informed about financial markets and personal finance through the media |
| F005I | Other, please specify: ~F005I_other | how often do the following: other |
| F005_order | order of F005 series | |
| cnt | loop counter |