Master Money Club - September 2024
✒️Are you ready to put your money to work for you? Master Money Club is an Investment mentoring programme for individuals who would you like to put their £ to work in a tax-efficient way. Welcome to the Club!
Beginning of your journey - Education compounds
Fill in this entry form
Link to the sessions (it's always the same link)
Investment Platform - Vanguard
TO-DO: Open your account with Vanguard
Compound Calculator
Mentoring Terms & Conditions
Session 1 of 6 - Replay: 19 September 2024
Session 2 of 6 - Replay: 2 October 2024
Session 3 of 6 - Replay: 14 October 2024
Session 4 of 6 - Replay 30 October 2024
Session 5 of 6 - Replay 11 November 2024
General Information & Things to be aware of
Rate yourself on a scale from 1 to 10
It's only the first one
Let's start by reflecting on your goals up to this point
Get ready to create your financial goals
Your key or vital number 🠲 Rule of 300 🠲 Financial Independence
Costs VS Expenses
Are you on the path to being rich? Assets vs Liability
Savings
Monzo
Emergency Funds / Rainy Day Funds / Opportunity Funds
The 360 of your personal finances - part 1
The 360 of your personal finances - part 2
The 360 of your personal finances - part 3
The 360 of your personal finances - THE REVIEW
Where is your money going at the moment? (spreadsheet)
What have your learnt about how you spend your money?
Budget clean up - part 1
Budget clean up - part 2
Budgeting Model 50/30/20
What is the best investment?
The impact of costs in your investments
Investor vocabulary
4 different types of ISA
What Is the Difference Between Risk Tolerance and Risk Capacity?
Risk Profiler Questionnaire
How do people make money investing?
What are investment funds?
A course typically follows a structured curriculum with predetermined lessons, assignments, and assessments. It often has a fixed duration and covers specific topics or skills. Mentorship is more flexible and personalised. It involves a one-on-one relationship between a mentor (an experienced individual) and a mentee (the learner). The mentor provides guidance, advice, and support tailored to the individual needs and goals of the mentee. The outcome of mentorship is typically personal or professional growth. Mentees benefit from the guidance and support of the mentor, gaining insights, confidence, and new perspectives that help them achieve their goals.
Master Money Club