Join Alan and Katie Donegan of Rebel Finance School for the Week 6 practical session. Monday’s theory introduced the stock market, index funds, and why fees matter. Now they help you turn that lens on your own money. This isn’t a repeat of the Week 2 net worth exercise; that was an inventory. This is an evaluation.

The key question: Is each part of your Freedom Fund actually performing? They walk you through assessing your cash, pensions, property, and existing investments using return on equity (ROE) as the measure, then benchmark everything against a global index fund. If something in your setup is underperforming that benchmark, you’ll know — and you’ll know what to do about it.

This video is part of the free 10-week Rebel Finance School course. For the accompanying notes, spreadsheets, and bonus material, sign up here: https://rebeldonegans.com/finance/rfs/

Join the Facebook group for friendly support from like-minded people: https://www.facebook.com/groups/rebelfinance

If you haven’t watched the theory session yet, you can catch up here: https://youtube.com/live/1Dv9MAXIOSI?

Details

Thursday 9 July. 8pm UK time

Joining instructions

YouTube: https://www.youtube.com/watch?v=3cObRcbRtJc

Click on the link and press “Notify me” for YouTube to remind you when we go live, OR click the “Add to calendar” button below, and the special time zone elves will do their magic and pop it into your calendar at the right time.