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Willis
Приєднався 13 лип 2024
I am a Chartered Accountant having studied accountancy, finance and money for almost a decade and been working in the industry for 7 years. On this channel we explore all aspects of personal finance and personal development. I hope you enjoy the journey as we learn and grow together.
Cheers,
Willis
Cheers,
Willis
ACCOUNTANT EXPLAINS: How to Manage Your MONEY Like the 1%
⌚️ Timestamps:
0:00 - Intro 👋
0:30 - What is the 75/10/15 Rule? 📏
0:39 - The 75% 7️⃣5️⃣
4:18 - The 10% 🔟
5:42 - High interest savings accounts %
7:32 - The 15% 1️⃣5️⃣
8:46 - Where to invest 📈
Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5
Click here to access my stock options definition sheet 👉 forms.gle/xP6WKWg8VSPN7oNF6.
Hi there!
If you are new here, my name is Willis and I am a Chartered Accountant, who makes videos about all things personal finance and personal development.
In this video, we are discussing how we can all start managing our money like the 1% using the 75/10/15 rule.
If you got some value out of the video, please don't forget to hit like and subscribe to the channel.
Cheers!
Please note, I am not providing financial, tax or any other advice in this video. Please seek assistance from a qualified professional before making any decisions regarding your investments and tax planning.
@Willis-PD
0:00 - Intro 👋
0:30 - What is the 75/10/15 Rule? 📏
0:39 - The 75% 7️⃣5️⃣
4:18 - The 10% 🔟
5:42 - High interest savings accounts %
7:32 - The 15% 1️⃣5️⃣
8:46 - Where to invest 📈
Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5
Click here to access my stock options definition sheet 👉 forms.gle/xP6WKWg8VSPN7oNF6.
Hi there!
If you are new here, my name is Willis and I am a Chartered Accountant, who makes videos about all things personal finance and personal development.
In this video, we are discussing how we can all start managing our money like the 1% using the 75/10/15 rule.
If you got some value out of the video, please don't forget to hit like and subscribe to the channel.
Cheers!
Please note, I am not providing financial, tax or any other advice in this video. Please seek assistance from a qualified professional before making any decisions regarding your investments and tax planning.
@Willis-PD
Переглядів: 1 592
Відео
6 LIFE CHANGING Money Books You MUST READ in 2025
Переглядів 7319 годин тому
⌚️ Timestamps: 0:00 - Intro 👋 0:38 - Book 1 - Rich Dad Poor Dad 2:35 - Book 2 - The Cashflow Quadrant 5:14 - Book 3 - The 4 Hour Work Week 6:35 - Book 4 - The E-Myth Revisited 8:43 - Book 5 - The Millionaire Fastlane 10:37 - Book 6 - The Psychology of Money Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5 Click here to access my stock options...
8 SIMPLE Habits That Save Me 20+ HOURS Per Week [And Make More Money!]
Переглядів 89214 днів тому
⌚️ Timestamps: 0:00 - Intro 👋 0:51 - Habit 1 - track your time ⏳ 2:49 - Habit 2 - the daily highlight 🔦 4:09 - Habit 3 - put that phone on focus mode 📵 7:05 - Habit 4 - time block your calendar 📅 8:40 - Habit 5 - avoid decision fatigue 🥱 11:13 - Habit 6 - the 5 minute rule 5️⃣ 13:43 - Habit 7 - use a physical alarm clock ⏰ 15:13 - Habit 8 - how can this be more fun 🤩 Download my FREE Excel budg...
ACCOUNTANT EXPLAINS: Why Looking POOR Is IMPORTANT
Переглядів 26121 день тому
⌚️ Timestamps: 0:00 - Intro 👋 0:25 - Freedom from dissatisfaction cycle 🔄 3:12 - Putting yourself in handcuffs 🪤 6:11 - You don't need to impress anyone 💵 7:30 - Embrace simplicity and be content 😌 Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5 Click here to access my stock options definition sheet 👉 forms.gle/xP6WKWg8VSPN7oNF6. Hi there! I...
ACCOUNTANT EXPLAINS: How To Save Your First $100k FAST 🤑
Переглядів 619Місяць тому
⌚️ Timestamps: 0:00 - Intro 👋 0:53 - The Mindset Shift 🧠 3:12 - Increase the Savings Cap 🧢 5:45 - Live Below Your Means 🪙 8:26 - Plant the Money Tree 🌳 Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5 Click here to access my stock options definition sheet 👉 forms.gle/xP6WKWg8VSPN7oNF6. Hi there! If you are new here, my name is Willis and I am...
Signs YOU Are Doing Well FINANCIALLY [Even If It Doesn’t Feel Like It]
Переглядів 3,2 тис.Місяць тому
⌚️ Timestamps: 0:00 - Intro 👋 0:24 - What is average? 🤔 2:33 - The Comparison Trap 🪤 4:37 - The Status Game 🤴 6:11 - Your End Goal 🥅 7:00 - Money Management 💵 8:23 - The 50/30/20 rule 📊 9:02 - Work to Learn vs Work to Earn 📚 Download my FREE Excel budget template and monthly expenses tracker here 👉forms.gle/B7wNsd8nuqFjkRfz5 Click here to access my stock options definition sheet 👉 forms.gle/xP6...
After I Read 60 Books on MONEY - Here's What Will Make YOU RICH 💰
Переглядів 553Місяць тому
⌚️ Timestamps: Personal finance books: 0:23 - Rich Dad, Poor Dad 👨👴 3:15 - The Cashflow Quadrant 💵 Business/Entrepreneurship books:: 5:31 - The Millionaire Fastlane 💨 6:35 - The 4-Hour Work Week 🏝️ 7:43 - Million Dollar Weekend 🤑 8:32 - $100m Offers 🤝 Psychology books:: 9:17 - The Psychology of Money 🧠 10:19 - Think and Grow Rich 🤔 Investing books: 11:13 - The Intelligent Investor 📈 11:58 - Mon...
ACCOUNTANT EXPLAINS: Why Net Worth EXPLODES After $100k 🤑
Переглядів 2,7 тис.2 місяці тому
⌚️ Timestamps: Why $100k is hard: 0:33 - Low earning power 😭 1:19 - Lack of capital scaling 🧱 Why net worth takes off after $100k: 2:18 - Compound Interest 💸 How to reach $100k: 4:50 - Budgeting 🧾 5:22 - Reduce high interest debt 💳 6:35 - Setup your investments 📈 8:26 - Setup multiple streams of income 🤑 9:16 - Tax planning 🧾 11:04 - Self discipline 🫡 Hi there! If you are new here, my name is W...
5 MILLIONAIRE Habits That CHANGED My Life Forever
Переглядів 1202 місяці тому
⌚️ Timestamps: 0:20 - Habit 1: Getting out of your comfort zone 💪 1:33 - Habit 2: Building multiple streams of income 🤑 2:51 - Habit 3: Your circle ⭕️ 4:02 - Habit 4: Setting clear goals 🎯 6:04 - Habit 5: Embracing failure as a learning opportunity 😩 → 🧑🎓 7:13 - Bonus habit: Consistency! 📈 Hi there! If you are new here, my name is Willis and I am a Chartered Accountant, who makes videos about ...
Stock Options Trading EXPLAINED for Beginners [with Examples]
Переглядів 1282 місяці тому
Click here to access the stock options definition sheet, which contains all of the definitions for some of the options lingo I used throughout this video 👉 forms.gle/xP6WKWg8VSPN7oNF6. Timestamps ⌚️ 0:38 - What are stock options? 1:39 - Definition sheet 7:09 - Call options 11:14 - Put options 15:42 - Summary Hi there! If you are new here, my name is Willis and I am a Chartered Accountant, who m...
How I ACTUALLY Wake Up Early *CONSISTENTLY* [5am Club 🌅]
Переглядів 602 місяці тому
⌚️ Timestamps: 1:38 - The Four Focuses 4:24 - Habit Installation 5:21 - The 20/20/20 Formula 7:33 - The 10 Tactics of a Lifelong Genius Hi there! I am Willis. I am a Chartered Accountant who has been working in the industry for 7 years and has been studying all things money, finance and accounting for 9 years. In this video, we will be discussing the 4 key takeaways from the fantastic book, The...
ACCOUNTANT EXPLAINS - 8 Things I Have STOPPED Buying to Make MORE Money
Переглядів 452 місяці тому
Download my FREE Excel budget template and monthly expenses tracker here - forms.gle/B7wNsd8nuqFjkRfz5 Hi there! I am Willis. I am a Chartered Accountant who has been working in the industry for 7 years and has been studying all things money, finance and accounting for 9 years. In this video, we will be discussing the 9 key things I have stopped buying to make more money. If you got some value ...
Become a QUALIFIED ACCOUNTANT Without Going to University [UK]
Переглядів 183 місяці тому
Download my FREE Excel budget template and monthly expenses tracker here - forms.gle/B7wNsd8nuqFjkRfz5 Hi there! I am Willis. I am a Chartered Accountant who has been working in the industry for 7 years and has been studying all things money, finance and accounting for 9 years. In this video, we will be discussing the pathways available to you to become a Chartered Accountant, including the one...
ACCOUNTANT EXPLAINS: Stock Market Lessons for Beginners
Переглядів 213 місяці тому
Download my FREE Excel budget template and monthly expenses tracker here - forms.gle/B7wNsd8nuqFjkRfz5 Hi there! I am Willis. I am a Chartered Accountant who has been working in the industry for 7 years and has been studying all things money, finance and accounting for 9 years. In this video, we will be discussing some of the basic and most common types of investments we can make in the stock m...
This Book Will TRANSFORM Your MONEY Mindset
Переглядів 453 місяці тому
Download my FREE Excel budget template and monthly expenses tracker here - forms.gle/B7wNsd8nuqFjkRfz5 Hi there! I am Willis. I am a Chartered Accountant who has been working in the industry for 7 years and has been studying all things money, finance and accounting for 9 years. In this video, we will be discussing some key takeaways from the fantastic book, The Psychology of Money by Morgan Hou...
ACCOUNTANT EXPLAINS: How to Budget EFFECTIVELY [+ FREE Template]
Переглядів 303 місяці тому
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ACCOUNTANT EXPLAINS: Mutual Fund vs Index Fund - WHICH IS BETTER?
Переглядів 9843 місяці тому
ACCOUNTANT EXPLAINS: Mutual Fund vs Index Fund - WHICH IS BETTER?
ACCOUNTANT EXPLAINS: The BEST Book on MAKING MONEY I’ve EVER Read 🤑
Переглядів 1153 місяці тому
ACCOUNTANT EXPLAINS: The BEST Book on MAKING MONEY I’ve EVER Read 🤑
ACCOUNTANT EXPLAINS: BENEFITS of Tracking YOUR Expenses
Переглядів 213 місяці тому
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ACCOUNTANT EXPLAINS: 11 Money Habits Keeping YOU POOR
Переглядів 244 місяці тому
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ACCOUNTANT EXPLAINS: How to Save MORE MONEY Today
Переглядів 164 місяці тому
ACCOUNTANT EXPLAINS: How to Save MORE MONEY Today
Unless you are living on the streets, 75% of $20000 will not pay for you basic living expenses. Even 100% of $20000 will not keep you off the streets unless you get governmant handouts such as rent assistance and get your food from charity stores.
You have improved dramatically over the past few years in content provision and also you are a watchable person, i.e. the message you wish to portray is one that is understood by the majority of you tube watchers. I think you should be applauded for this. For my part, I have learned a lot over these past few years and has helped steer me towards a better future. THANKS :)
.Nothing wrong with this formula.but I'll start in this sequence 15/10/75... Start first with Saving then emergency and then household expenses...Why? You could lend your friend R300 hoping he could return it towards the end of the month and you dont worry and then it does not materialise which was supposed to went to your Savings...
Hello. Your videos are amazing. Can you tell me where to get the color icons like you used?
@@Webgiaoduc thank you for your kind words and I’m glad you enjoyed the video! I created the icons myself using shapes and stock images all in Canva.
@@Willis-PD thank you so much!
Subscriber number 100 - let’s go! Great video
@@manny8218 let’s go! Thank you for the sub and I’m glad you enjoyed the video.
Such a useful video!
@@flvrdrp I’m glad you enjoyed the video!
Nice content. Thanks
Thanks for the advice ❤
Very informative and easy to understand! Thank you, man!
@@silencegohome1496 you’re welcome! I’m glad you found the video helpful.
This guy deserves more attention. Very well made video 😌
@@Gatnqka thank you for your kind words! I’m glad you enjoyed the video.
Quality videos. I've subscribed. I look forward to watching you climb as an early viewer!
I’m 45 and my net worth is £5M but I don’t feel wealthy. My assets produce £250K per annum. My job pays me £250K
You sound like a person who will never be happy with the amount of money you have. I suggest trying to change your outlook, being thankful for what you have is healthy.
@@dillogdall1 I have Asperger’s
So, what are the signs? I get that the intention behind the video is good, but clearly answer the video title all the way through or else people will see your content as clickbait or muddled.
Great financial advice.
I like the delivery; rooted in philosophy. Reminds me of Alain De Botton’s work!
good content really appreciated it
@@111Thesniper I’m glad you enjoyed the video, thank you for the kind words!
reading books on conquers helps me history is self help my physique is so good because i red a book on Spartans and my body went crazy after implementing i get my mindset from conquers
👍🏼
Very helpful !❤❤❕❕👍👍
I'm really impressed by this! The way you highlighted how you got out of your comfort zone and started this UA-cam Channel was super genuine and inspiring. Your content is really good and high quality man! Keep it going :)
Thank you for the kind words! I'm glad you enjoyed the video.
Too many jumpcuts. Doesn't need to be one take or 5 or even 10 stitches together. But this jumps way more than other big channels and I think you'll see more growth if you do a little less cuts. More 20-30 seconds without needing a cut would be ideal for this kind of content Just a suggestion maybe give it a try and see if the amount of subscribers per view goes up
I really liked this video but please, please, PLEASE do not recommend people to join any sort of “Network Marketing” also called “multi-level marketing” these are parasitic companies that lose people their savings with the promise of “earning money on the side” or in one’s spare time. They are the exact opposite of what a financial advisor would recommend.
Keep it up, better content than a lot of other finance channels.
I'm glad you enjoyed the video! Thank you for your kind words!
Well 100k usd is around 75k gbp so between my different pots, I'm there, but that does include my emergency fund so.... This time next year ill be over 100k gbp, i hope. Doesnt feel like its growing much though and i still feel skint lol
When the average person has less than £8k saved, I think you’re doing alright ;)
@@vTKurse absolutely right, I am well aware of my fortunate position! Having lived month to month for years, no savings, sometimes with barely a couple hundred quid expendable income, I know what it's like to be there.
Awesome vid mate! Keep up the good work 💪
I'm glad you enjoyed the video, thank you for the encouragement!
Thank you for this willis
Big respect for putting yourself out there and start making videos! Would it be possible to break the videos up by chapters? (Viewable in the description) Thanks
Thank you for the kind words! Yes absolutely I can break up the videos into chapters - good idea!
Hi Willis is AAT a good route to go down with regards to studying whilst working a full time job (I’m 30 yrs old) looking to gather new qualifications and work on self development
Hi Stefan, I've not personally studied AAT but my understanding is that it is a foundational course. If you don't have any prior accounting and finance experience it could give you a good base understanding of some of the key concepts of bookkeeping and accounting and so would help in the self development area. If you're working a full time job and studying AAT on the side (i.e. not working for a firm/company paying for your qualification and giving you paid study leave), I would think it should be manageable if you can allocate some time each week to study. However, if you are looking to become a Chartered Accountant, through a qualification such as the ACA, you shouldn't necessarily need to do AAT first. If this is what your end goal is, you could work for a firm who could take you on as either a graduate trainee (if you went to uni) or a school leaver trainee (if you did not go to uni) and you can begin studying for the ACA, or an alternative qualification like ACCA, from there. Hopefully this helps! Thanks for the comment.
@@Willis-PD thanks Willis !
Great videos! I already subscribed and am glad to be one of the first members of your channel. I am now getting into the world of investing and am curious about what you said regarding call and put stock options. Why don’t everybody use these call and put strategies if there is no obligation to pay for the price that went to the opposite direction that we want? From what I understand it is basically a guaranteed method of not losing your money. Can you please explain the downsides of these strategies?
@@Bata2113 Thank you for the kind words and I’m glad you enjoyed the video! Thanks for the questions and suggestions - I will take these on board for future videos.
Great video!! I was wondering about this question as I'm invested in the S&P 500 Index Fund ETF and was wondering if I wanted to add mutual funds. Each persons goals and optimal decisions are different. I love the low fees on index funds though.
Hi, great video, would you mind doing a video regarding your journey in the finance industry? I am looking at getting started and keen to understand different pathways and qualifications, many thanks Stef
@@stefangatting2752 Hi Stef, I’m glad you enjoyed the video, and thank you for your comments and suggestions!
Hi Willis. Very well explained video. Got a decent idea regarding the difference between the two. I would like to request future videos on the following topics 1. Difference between index and ETfs 2. Different types of stock market investments. Thanks and cheers
@@rohitrahul5276 Thank you for your comments and recommendations for future videos. I’m glad you found the video helpful!
Awesome video man