111. Money MOT

Women & Money Cafe

On this episode of the Women in Money Cafe, guests Sara and Michelle talk about money M.O.T, a financial health check concept. They discuss tools such as HSBC's financial fitness test and Money to the Masses' money MOT tool. These tools can help listeners assess their financial health and provide insights on areas in need of improvement. They also discuss their personal strategies for saving money and encourage listeners not to feel overwhelmed when checking their finances, but instead take small steps to improve their financial situation.
00:00 Introduction and Welcoming Guests
00:21 Discussing the Concept of a Money M.O.T
02:00 Exploring the HSBC Financial Fitness Test
02:51 Discussing the Importance of Knowing Your Financial Numbers
03:17 Sharing Personal Experiences with the HSBC Test
10:00 Introducing the Money to the Masses Tool
10:20 Sharing Personal Experiences with the Money to the Masses Tool
15:40 Discussing the Importance of Emergency Funds
21:15 Sharing Personal Money Management Strategies
27:19 Final Thoughts and Closing Remarks
Money to the Masses MOT https://mot.moneytothemasses.com/
HSBC Fitness Score https://financialfitness.hsbc.co.uk/
YOUR HOST

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
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