Metadata
Life Skills & Personal Development Any Level Apply Hard-
Subject
Life Skills & Personal Development
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Education level
Any Level
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Cognitive goals
Apply
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Difficulty estimate
Hard
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Tags
FIRE, financial planning, tax-efficient investing, asset allocation, emergency fund, withdrawal strategies
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Number of questions
5
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Created on
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Generation source
Fully autonomous and synthetic. Generation by GENO 0.1A using GPT-5-mini
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License
CC0 Public domain
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Prompt
Assess learners' ability to design a comprehensive personal financial independence (FIRE) plan that integrates tax-efficient investing, strategic asset allocation, appropriately sized emergency funds, targeted insurance coverage, and sustainable withdrawal strategies. Tasks include calculating tax-advantaged allocations, modeling portfolio allocations across market scenarios, sizing emergency reserves for income volatility, selecting insurance types/limits, and applying withdrawal rules with sensitivity analyses and justification of assumptions and trade-offs.
Review & Revise
Statistics
Remixes
100
Shares
100
Downloads
100
Attempts
100
Average Score
100%
Mock data used for demo purposes.