On this episode of the Money Confidence podcast Sarah and Georgia were going to talk about ways to reduce your Inheritance Tax bill but as it's their launch day, they are talking about how they met and how the podcast began.

KEY TAKEAWAYS

It's Wednesday the 18th of May 2022 and the podcast is launching at midnight tonight.

We reveal the answer to the big question we left you with on our last episode.

Georgia got a job while taking a year off from University and has been in financial services since.

They met while Georgia was doing admin and Sarah was a Trainee Financial Adviser/Paraplanner at a small financial advisory firm. They sat together in a little pod.

The firm was then taken over by a larger national firm and they went their separate ways.

They hadn't seen each other for 5 years and when they met up, they were at the restaurant so long that they were told to move outside and were the last ones to leave.

They then met up about 6 months after that and decided to do the podcast.

BEST MOMENTS

‘As it's our launch day we're going to talk about how we got into the industry, how we met and the beginnings of this podcast.'

‘Paraplanners support financial advisers and do a lot of the work such as the research, report writing; a lot of the technical stuff. It changes a lot between different companies but it's a really important role in financial services.'

'I got pregnant pretty soon after I started working at a new firm.'

'I couldn't tell if you were pregnant or just putting on weight.'

'When I came back from being pregnant I worked 3 days a week and gradually increased this to 4 days a week.'

'Last September I started a coaching course with Catherine Morgan which has been totally amazing.'

'We hadn't seen each other for 5 years and then you messaged me on Instagram. It's nearly our one year anniversary.'

'We went from working together every day to not seeing each other for 5 years to seeing each other every week.'

'I have managed to pin Georgia down every week to do the podcast, which is hard as she's such a social butterfly.'

ABOUT THE HOSTS

Sarah is a Chartered Financial Adviser and Certified Financial Coach and Georgia is a Senior Paraplanner. Together, they have over 20 years experience in financial services and are on a mission to educate others about money in a fun and non-jargon way. They will help you master your finances and money mindset so that you feel more confident with money and the decisions you make around money. They talk all things money from investments, pensions and benefits to your mindset around money and steps you can take to improve your relationship with money. They aim to make it fun, educational and are with you every step of the way. Together, you've got this!

The information given in this podcast is for your entertainment and should not be construed as financial advice. No liability can be accepted for any individuals relying on this information without seeking specific advice and guidance. As always, take independent financial advice before making any investment decisions. Our discussions are based on tax and legislation in England which may change.

CONTACT METHOD

E: [email protected]

IG: https://www.instagram.com/sarah_talks_money/ 

LI: https://www.linkedin.com/in/sarah-blyth-chartered-financial-planner-and-coach/ 

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