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The Meaningful Money Personal Finance Podcast

Meaningful Academy: A taste of Voyant GO

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 15 May 2020

⏱️ 7 minutes

🧾️ Download transcript

Summary

A key part of Meaningful Academy: Build Wealth is access to Voyant GO, the best financial planning app in the world. In today's show I want to give you a tiny snapshot of what it can do...

Transcript

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0:00.0

So many of you will know that today is the last day of our initial launch push for

0:05.3

Meaningful Academy, build wealth.

0:07.4

This is the phase of the academy, as the name suggests, dedicated to helping you build

0:11.8

wealth in the right way for your

0:13.4

financial future and one of the key parts of that offering is access to an amazing

0:17.8

piece of software called Voient Girl and today I want to show you a little bit

0:21.6

about how it works and how it looks.

0:24.0

Doesn't make much sense if you're listening on the podcast though, does it?

0:27.0

So if you are listening to this on podcast, I'll to make it make sense but really you need to be going to the YouTube channel to see this video right and it'll make a lot more sense then

0:40.0

so I'm going to switch to the screencast right now.

0:42.8

Okay, this is the dashboard Invoyant Go, and what you're looking at is a picture of the cash flow of this

0:49.8

fictional client called Pedro Matthew, his cash flow going forward all the way up until retirement

0:59.0

and then afterwards.

1:00.0

Now, what you have to do is to spend some time putting in details of your existing income,

1:07.4

savings and investments, pensions, mortgages, life insurance, expenses, all that sort of stuff, but it's so easy to add an

1:16.7

element of your current financial situation.

1:18.9

So I'll just show you that right now and press the green plus down here and I'm going to add a new cash izer in

1:26.9

Pedro's wife Juanita's name so I just changed that to Juanita could say that it's Juanita. I could say that it's a

1:33.4

cash ice. I'll say that it's a Barclays. Cash ice for example and then it's got 15,500

1:40.4

pounds in it. Unfortunately Juanita is not getting 1% she's only getting 0.75 and that's it we hit save job done that's added and

1:51.2

that has now been added in the savings and investment section

1:54.2

here as Juanita's Barclays Cash Issa. And what Voient GO does is it takes a

...

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