A step-by-step course to build your financial future by learning the fundamental mechanics of money.
There are 7 distinct modules with individual video lessons, guiding you step-by-step along the way.
Understanding your money is not just about having comprehensive financial information. You'll learn exactly how to put it into action.
There are 7 distinct modules with individual video lessons, guiding you step-by-step along the way. Worksheets, quick guides, reviews and checklists will help you stay organised and move forward quickly.
Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement.
This is your opportunity to ask the questions that are important to you.
Money can exert an incredible power over us, making us worry or want to bury our heads in the sand.
We need to learn how to think about our finances, understand our pressure points, and how to apply ourselves to the long-term process of creating a secure future.
Life has a habit of smacking us in the face whenever we feel like we’re getting somewhere. In financial terms, this can mean an unexpected bill just as we were starting to make progress clearing our debt, which means we have to go deeper into our overdraft.
The best way I know to reduce the impact of these events is to put
in place a starter emergency fund. In this module, you’ll learn how much to set aside, where you should keep the money, what it can (and can’t) be used for, and crucially, how to get the money toge-ther. You’ll set a goal for pulling the sum you need together in as short a time as possible, and reinforce just why this is so important.
Your entire financial future is built on your ability to spend
less than you earn. The process of identifying your costs and assigning where your money goes each month is called budgeting.
This most fundamental of skills isn’t taught in schools, but it
really is the thing that financial success is built upon. This module contains video lessons, downloadable budget spreadsheets and printables to help you set and stick to a realistic budget.
Debt is a killer.
Not only does it act against our wealth-building efforts, but it can also consume our thoughts and cause great distress.
Good news: there IS a way out of bad debt, and in this module you’ll find the techniques to achieve this, as well as support for how to cope with the inevitable setbacks
along the way.
Too many people skip over the essentials of protecting your finances against disaster.
To try and build wealth for the future without a strong foundation of insurance makes no sense to me. The problem is that insurance is tricky to understand, which is why this module exists!
As we begin to look forward to the Building Wealth stage of our financial lives, it helps to have something to aim for.
Building wealth begins with an understanding of the fundamentals of how money works and how it grows.
This is easily one of the best bonuses of Meaningful Academy - Financial Foundations which will naturally continue to expand and become better.
Joining the group is reserved only for students of this course. Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement along the way.
Apart from the main video lessons in Retirement Planning, we have included additional materials to help you move forward confidently, organise your finance and keep track of what’s going on.
Included are workbooks, cheatsheets, quick guides, review sheets, planning tools, questions to ask your providers and much more. All these can be printed and filled by hand or used digitally.
Each month, I (Pete Matthew) host a private Live Q&A Session in the Facebook group mentioned above. This is your opportunity to ask a specific question and get the answer you need to move forward. So, if you feel stuck or there’s something that we can address, I’d be happy to do so.
Otherwise, you can always reach me by email if it’s a sensitive question.
Pete has put a lot of time and effort in building a step by step easy to navigate system to put us in control of our finances at different life stages. Each section can be used alone or can build on each other to build your knowledge. Money and finance can be very draughting and complicated, but Pete cuts through the jargon and applies his extensive knowledge to helping us take control of our future.
Excellent! Took me from complete beginner to someone who feels he has a good grasp of everything needed to get started and keep on moving forward towards retirement. It also provided a sound basis on which I can continue my research and learn more about the world of investing and pensions. Significantly, it also gave me important insights into the emotional aspects of approaching retirement. Pete's strength, I think, compared with others who create content is that he has the human touch and, for me, it has helped me position my investment and retirement strategy within the context of the life I would like to live; and not just be thinking about how much money I will need or have (important though this is!).
Just binged the foundations course and enjoyed every lesson. It came at just the right time too when I was arranging insurance. The lessons really helped me prioritise and work out what I wanted the cover to do. Next step is to open a private pension! Thank you very much, Pete, for all you do. Love the YouTube channel and the podcast too!
There is not enough praise for the Academy and all the knowledge that Pete puts at our disposal. I've started this journey without paying any attention to my pension, or even understanding how the pensions work. I have since then built a strong foundation, and have been building wealth for a few years. My confidence in my retirement (financial) wellbeing has grew enormously, and I feel more in control than ever. Thank you!
The Retirement Planning course was just what I needed to gain the confidence that my retirement plans was sensible and to go ahead. The Voyant software and critically the guidance on how to use it is genuinely priceless when trying to plan and understand the impact of the many decisions that need to be made at this stage of life. This is undoubtedly the best thing I ever signed up to and I still refer back to reinforce my knowledge from time to time.
Great material I’ve been here since the start live Q&A is great even if I mostly watch them after. Voyant go access is useful
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Get the financial education you need to master the basics, build wealth, and plan for a comfortable retirement with Meaningful Money Academy.