Joining us in the booth this week is Wealth Manager and Financial planner, Natasha Percy-Baxter.

In this episode we discuss:

🔗 Connect with Natasha:

Instagram: https://www.instagram.com/percybaxter_wealth_management

Website: https://partnership.sjp.co.uk/partner/percybaxter

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TIMESTAMPS

00:00 - Savvy Wallet Ad

00:18 - Preview

01:30 - Intro

02:05 - Meet Wealth Manager Natasha 

05:52 - Tide ad

07:09 - Growing up in Chelsea

11:07 - Natasha’s path to wealth management

18:22 - The life of a wealth manager 

22:49 - Money insights from a wealth manager

25:01 - What is the big difference being “rich” and being “wealthy” 

29:56 - Pitfalls of trying to appear rich!

33:08 - The steps to wealth

37:06 - Tools to help you build wealth ?

43:22 - How money causes breakdown in a relationship

48:38 - How transparent should you be with money in your relationship?

53:02 - Key questions couples need to ask themselves 

57:52 - What will happen if you don’t talk about money in your relationship 

01:01:42 - Other Financial red flags

01:03:45 Couples managing their finances

01:11:49 - What it’s like working with financial advisors

01:17:03 - Can a couple hire a financial advisor?

01:18:31 - How to build wealth together ?

01:21:32 - Final words

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