money
Money prompts
Budgets, payslips, contracts, quotes. The numbers you've been avoiding, made legible.
2,237 prompts live in money next drop in 12:00
- Reframe Debt as a Structural Problem Rather Than a Character Flaw
Stop feeling bad about debt long enough to start doing something about it.
- Understand Your Employer Pension Match and the Tax Relief on Top
Understand what employer pension matching and tax relief mean in plain numbers before you opt out of any of it.
- Decide Whether to Overpay Your Mortgage
Work out whether overpaying your mortgage is the best use of spare money right now.
- Summarise Your Workplace Pension Statement and What It Means
Understand your pension statement so you know whether the projected retirement income is enough.
- Compare Stocks and Shares ISA Against Cash ISA for Your Situation
Find out which ISA type suits your situation before you put the money somewhere that does not.
- Understand How Compound Interest Works for You and Against You
Understand compound interest in real numbers so it actually changes how you think about money.
- Build Your First Monthly Budget From Scratch
Build your first working budget in four steps without making it a bigger job than it needs to be.
- Summarise a Financial Independence Plan Into Whether the Numbers Stack Up
Test whether your financial independence plan is realistic before spending years on a number that does not work.
- What a Company Valuation Method Is Actually Measuring
Understand what a company valuation method is actually measuring before you use the number.
- Compare Two Investing Philosophies Before You Build a Portfolio
Compare two investing philosophies honestly before deciding which approach your money follows.
- Translate a Fund Factsheet Before Investing
Translate a fund factsheet so you actually know what you are investing in before you invest.
- Summarise Your Finances After a Significant Life Change
Get a clear picture of your changed financial position after a major life event.
- Decide Whether to Consolidate Old Pensions Into One
Decide whether to consolidate your old pensions before accidentally giving up a valuable guarantee.
- Investment Platform Comparison Before You Move Your Pension or ISA
Compare two investment platforms on what actually matters before you transfer your pension or ISA.
- Inheritance: The Conversation You Should Have Before You Need to Have It
Prepare for the inheritance conversation before a family crisis makes it urgent and harder.
- Summarise Your Month in Numbers Before the Next Budget Conversation
Distil a month's household finance into five numbers before the conversation about it.
- Reframe Your Relationship With Money Before Making a Big Financial Decision
Understand the money story driving a major financial decision before you make it from it.
- Tax Return Filed Late: What Happens Next and How to Limit the Damage
Understand what happens after a late self-assessment filing and how to limit the damage.
- Freelance Rate Negotiation: What to Say When They Push Back
Get the script for responding when a client pushes back on your freelance rate.
- Investing Fees: How Much Your Fund Manager Is Actually Costing You
Find out what your investment fund fees are actually costing you over 20 years in pounds.
- Windfall Allocation: The Order That Actually Makes Sense
Work out the right order to allocate an unexpected sum before the emotional spend takes over.
- Annuity vs Drawdown: Which One Fits Your Retirement Plan
Compare annuity and drawdown for your specific retirement situation before seeing an adviser.
- Subscription Audit: What You Are Actually Paying For Each Month
Find out what you are actually paying for each month and which subscriptions to cut first.
- Savings Rate Review: Are You Saving Enough Given Your Goals
Check whether your savings rate is actually sufficient for where you want to be in 20 years.