Design Your Monthly Finance Meeting: The Habit That Keeps You On Track | RFS 2026 Week 5

Join Alan and Katie Donegan of Rebel Finance School for the Week 5 practical session. Monday’s theory covered how to talk about money without stress or conflict. (Watch Monday’s episode here: https://youtube.com/live/RSV3w8JbFRA)

Now they help you build the habit that keeps it all on track: a monthly finance meeting. They walk you through exactly what to review, how to structure the conversation, and how to make it something you’ll actually stick with.

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/

🔗 Links

Freedom rate calculator: https://rebeldonegans.com/the-one-number-that-changes-everything-your-freedom-rate/

Doc G purpose episode: https://www.youtube.com/live/4JnXxIjbJHU

Spending and gap tracker: https://rebeldonegans.com/finance/take-control/spending-tracker-template/

Net worth tracker: https://rebeldonegans.com/finance/take-control/net-worth-tracker/

Debt attack strategy calculator: https://rebeldonegans.com/finance/resources/debt-attack-strategy-calculator/

Full menu of Monthly Finance Meeting questions: https://rebeldonegans.com/wp-content/uploads/2026/07/RFS-W5-Monthly-Finance-Meeting-Question-Menu.pdf

Monthly finance meeting AI prompts: https://rebeldonegans.com/finance/rfs/course-notes/ai-prompts/#rfs-week-5-monthly-meeting-prompts

How to run a deep dive annual finance meeting: https://rebeldonegans.com/annual-personal-finance-review-step-by-step-guide-family-meeting-playbook/

Mission control: https://rebeldonegans.com/finance/rfs/course-notes

Send us your investing questions for weeks 6-8 of the course: https://rebeldonegans.com/finance/rfs/course-notes/week-6/investing-questions/

Disclaimer: We are not financial advisers 💼 This is not financial advice 💰. We are not regulated. We are not trained financial advisors 🎓 We are never going to try and sell you any investments 🛍️ You make your decisions 💭 Sharing our opinions and ideas 💡 These ideas may not continue to work for us or for you. You are 100% responsible for your financial future 💸 There are no guarantees here. For our full disclaimer, please visit: https://rebeldonegans.com/about-us/disclaimers/

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