The Money Playbook
The Money Playbook by Financielle is a step by step guide to being financially well. You'll learn how to budget, ditch debt, build savings and grow wealth.
Introduction: A message from Laura
About You
Housekeeping
Survive, Build & Grow
Financial Wellness 1
Your Financial Wellness
Financial Wellness 2
Goals
Your Goals
Money and the Mind
Quiz: Survive, Build & Grow
Know Your Numbers
Income
Self-Employed Income
Expenses
Sinking Funds
Excess
Reflection on Income
Reflection on Your Income
Reflection on Outgoings
Reflection on Your Outgoings
Needs vs Wants
Quiz: Needs vs Wants
Keeping up with the Joneses
You and Others
Squeeze the Budget
Introduction to the Money MOT
Step 1: Check Income
Step 2: Check Tax
Step 3: Check Excess
Step 4: Check Housing Cost
Step 5: Check Utilities
Step 6: Check Phone, Broadband, TV
Step 7: Check TV & Music Subscriptions
Step 8: Check App Subscriptions
Step 9: Check Life Insurance and Income Protection
Step 10: Check Fitness and Recreational Payments
Step 11: Check Debt
Step 12: Check Car Finance
Step 13: Check Bank Account Fees
Step 14: Check Car Insurance
Step 15: Check Car Maintenance and MOT
Step 16: Check Home and Pet Insurance
Step 17: Savvy Travel Planning
Step 18: Savvy Gift Planning
Step 19: Savvy Festive Planning
Step 20: Savvy Food Planning
Step 21: Savvy Household Goods Planning
Step 22: Savvy Fuel & Transport Planning
Step 23: Savvy Hair & Beauty Planning
Step 24: Savvy Clothing Planning
Step 25: Savvy Eating Out Planning
Step 26: Check Savings Accounts
Step 27: Check Your Giving
Step 28: Recheck Your Excess
Emotional Spending
Tracking Actuals
The First Net Worth
Assets
Reflection on Assets
Liabilities AKA Debts
Reflection on Debts
The First Net Worth (Part 2)
Mini Emergency Fund
Emergency Fund Questions
Ditch Debt
Quiz: Your Understanding of Debt
Debt Consolidation
Debt Snowball vs Debt Avalanche
Snowball Example
Credit Scores
Car Finance
Student Loans
Intro to Build
Large Emergency Fund
Buy Your Castle
House Deposit
How Much Should I Save to Buy a House?
Getting a Mortgage
How Much Can You Borrow?
You Do You
Big Life Goals
Your Big Life Goals
Time to Consider 'Grow'?
Your Large Emergency Fund
Quiz: Understanding Mortgages
If you want to be better with money, you can access thousands of free resources out there to get by. But when you’re serious about getting your sh*t together, you put yourself in the hands of an expert and commit to the process. The Money Playbook host, Laura Pomfret, is the BBC Morning Live finance expert and she’s here to hold your hand on your journey to building wealth.
Absolutely. The Money Playbook is perfect for you even if you’re not in debt. This strategically proven course is designed to help you optimise your money, maximise your savings, and grow your wealth. You’ll learn how to manage your income and expenses more effectively and develop a plan for your future. You’ll be equipped with money habits to set you up for life, whatever your next step.
Yes, and we recommend it! It’s important that you work through this together. You need to be aligned on your lifelong money strategy. We’ve had so much positive feedback on how The Money Playbook has improved relationships as it encourages communication and collaboration about money. By doing this together, you’re on the same team, working towards the same goals!