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Achieving Happiness Through Pure FInancial Planning - with Steve Conley
Welcome to the Tony Talks Wealth Podcast!
Tony interviews real people about their money journey, their challenges, and how they overcame them. You will learn personal finance and practical money management tips to help you get your finances in order as well as your money mind set. He also discusses how to invest and plan for an early retirement and financial freedom in simple, easy to understand language. It's time to plan your finances and create your own ‘GAME Plan'.
‘If you fail to plan, you are planning to fail' – Benjamin Franklin
In this episode, Tony talks to Steve Conley, the author of ‘Your Money Or Your Life', and the founder of The Academy Of Life Planning, about the changing face of global banking, the importance of financial education, and how you can begin to create wealth through pure financial planning.
KEY TAKEAWAYS
- In the UK market there is a large problem with the advice gap, caused by the lack of trust in financial institutions. Surveys show that this image is changing slowly, but there is still work to do.
- Products are designed to manage wealth, run it, or reserve it, but no product can create It's the client who creates wealth. We can aid them by creating a plan. It is here that we add the most value.
- The financial industry has, for the longest time, been designed around the industry taking a cut of your earnings, holding it, and returning what's left at the end of your life. This system does not work. 95% of retirees have less than 100k when they retire.
- First we must plan goals and actions with our clients. Goals must affect each element of life including mind and body, heart and spirit. Action plans are project plans, looking at money and the financial architecture required in order to support the life plan.
BEST MOMENTS
'There are no products that can create wealth'
‘It was an opportunity that was really missed by the banks'
‘As a pure financial planner, you educate your clients so they make informed decisions'
‘It's a great social benefit from pure financial planning'
VALUABLE RESOURCES
Your Money Or Your Life by Steve Conley (Amazon)
The Academy Of Life Planning - https://www.academyoflifeplanning.com/about-us/
Steve Conley LInkedIn - https://www.linkedin.com/in/stephenjamesconley/?originalSubdomain=uk
ABOUT THE GUEST
In essence, Steve, following a very successful career in the city wrote a book called Your Money or Your Life, worked as a Financial Adviser became disillusioned and broke, then set up the Academy of Life Planning. The academy helps other financial planners become life planners with ongoing support and also helps direct clients to create wealth and leave a legacy without providing regulated advice that is done by a traditional financial adviser.
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.
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By Tony Thomas
5
2929 ratings
Welcome to the Tony Talks Wealth Podcast!
Tony interviews real people about their money journey, their challenges, and how they overcame them. You will learn personal finance and practical money management tips to help you get your finances in order as well as your money mind set. He also discusses how to invest and plan for an early retirement and financial freedom in simple, easy to understand language. It's time to plan your finances and create your own ‘GAME Plan'.
‘If you fail to plan, you are planning to fail' – Benjamin Franklin
In this episode, Tony talks to Steve Conley, the author of ‘Your Money Or Your Life', and the founder of The Academy Of Life Planning, about the changing face of global banking, the importance of financial education, and how you can begin to create wealth through pure financial planning.
KEY TAKEAWAYS
- In the UK market there is a large problem with the advice gap, caused by the lack of trust in financial institutions. Surveys show that this image is changing slowly, but there is still work to do.
- Products are designed to manage wealth, run it, or reserve it, but no product can create It's the client who creates wealth. We can aid them by creating a plan. It is here that we add the most value.
- The financial industry has, for the longest time, been designed around the industry taking a cut of your earnings, holding it, and returning what's left at the end of your life. This system does not work. 95% of retirees have less than 100k when they retire.
- First we must plan goals and actions with our clients. Goals must affect each element of life including mind and body, heart and spirit. Action plans are project plans, looking at money and the financial architecture required in order to support the life plan.
BEST MOMENTS
'There are no products that can create wealth'
‘It was an opportunity that was really missed by the banks'
‘As a pure financial planner, you educate your clients so they make informed decisions'
‘It's a great social benefit from pure financial planning'
VALUABLE RESOURCES
Your Money Or Your Life by Steve Conley (Amazon)
The Academy Of Life Planning - https://www.academyoflifeplanning.com/about-us/
Steve Conley LInkedIn - https://www.linkedin.com/in/stephenjamesconley/?originalSubdomain=uk
ABOUT THE GUEST
In essence, Steve, following a very successful career in the city wrote a book called Your Money or Your Life, worked as a Financial Adviser became disillusioned and broke, then set up the Academy of Life Planning. The academy helps other financial planners become life planners with ongoing support and also helps direct clients to create wealth and leave a legacy without providing regulated advice that is done by a traditional financial adviser.
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.