Money Planning Party

day one: your big picture financial plan

Outcomes from watching this replay:

Know different types of financial goals to set

Know the priority order for those goals
Know how to set a pension goal
Have a template to use as a format / thinking framework for setting goals

Links:

PensionBee pension calculator: https://www.pensionbee.com/uk/pension-calculator

Hargreaves Lansdown investment calculator: https://www.hl.co.uk/tools/calculators/regular-investing-calculator

Slides: https://www.canva.com/design/DAGc6xITg7k/9nYDnrE8YbDb47zxjNCM1w/view?utm_content=DAGc6xITg7k&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h84d365ed11

day TWO: INVESTING MADE SIMPLE

Outcomes from watching this replay:

Understand different types of financial assets
How inflation impacts your savings negatively
What kind of investment returns (aka money) you can expect to make with stock market investing
A breakdown of my simple stock market investing strategy
Ways to incorporate your values into investing

I also intro Money Vault towards the end before the recap. Scroll down to read more about that.

JOIN MONEY VAULT

Money Vault is officially open and designed to close the gap between theory and action.

It’s good to know a strategy but if you aren’t actually making money from it because you still didn’t get your investment account set up then you are missing out.

I would love to help you actually get your investments set up and money working hard for you in Money Vault.

Doors close Sunday 2nd Feb.