Join Susannah and Sarah as they unpack the essential building blocks of wealth, from setting financial goals and managing risk to choosing the right mix of assets for you. Whether you’re just starting out or thinking about retirement, this episode offers practical steps to help you grow your financial resilience over time.

Bradley Clark, financial planner at HL, explains how to set clear goals, manage your money, and take the right steps to start building long-term wealth. Helen Morrissey, head of retirement analysis at HL, talks through some of the ways to build wealth over time.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they break down the growing threat of cyber attacks and online scams – what’s happening now, who’s being targeted, and what it all means for your money.

Will Guyatt, technology correspondent, joins to explain how scams are evolving – from deepfakes and fake WhatsApp groups to social media investment traps – and what steps you can take to stay safe online. Helen Morrissey, head of retirement analysis at Hargreaves Lansdown, also joins to discuss how pension scammers are targeting retirees and what red flags to watch out for.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they break down the latest on Trump’s tariffs – where things stand now and what it means for global trade.

Victoria Hasler, head of fund research at Hargreaves Lansdown, and Helen Morrissey, head of retirement analysis, join us to unpack what inflation really is, how bonds work and how these shifts could impact your wallet.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they look at anxiety at a time when Trump’s tariffs have unsettled markets and global trade. They explore why we worry about money and how to tackle our concerns.

Helen Morrissey, head of retirement analysis, talks to us about the main concerns for retirees and Bradley Clark, HL financial adviser, unpacks common worries among his clients.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they dive into the markets. Plus, Helen Morrissey, head of retirement analysis and Bradley Clark, HL financial adviser, join us to unpack the basics of inheritance tax – how it works, recent changes, how it could affect you and how to plan for it.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits will depend on your circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they break down the market fallout following Trump’s tariffs and explore how to invest at times like this. Learn how to build a balanced portfolio, why diversification matters, and how to choose funds that suit your investment goals.

Helen Morrissey, Head of Retirement Analysis, tells us how your pension can be your first step into investing.

And Emma Wall, Head of Platform Investments, joins us to share three funds that the HL research team have selected as a way to start building a portfolio.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they explore what’s happening with global trade and how it could affect the UK economy – touching on Trump tariffs, the UK growth forecast and interest rate cuts.

Helen Morrissey, Head of Retirement Analysis, talks about how people can prepare for retirement and reflects on changes in the retirement space since the major pension reforms (Freedom and Choice) made 10 years ago.

Special guest, Danny Cox, Head of Communications here at HL, tells us about how he was able to plan his finances for an early retirement.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Susannah and Sarah discuss the potential impact of US tariffs on the global economy and the clash between Trump, Vance and Zelensky. We also delve into speculation around possible announcements in the upcoming Spring Statement and the tax efficient opportunities available at the moment.

Helen Morrissey, head of pension analysis, shares some of the key things to think about as we approach the end of the tax year.

Matt Britzman, senior equity analyst at HL, will take us through some of the shares which we think are worth considering for a Stocks & Share ISA.

And we’ll hear from Emma Wall, our head of platform investments, on the latest fund ideas for an ISA as chosen by our research experts.

This podcast isn’t personal advice or a recommendation to trade any investment. Investors are responsible for their own investment decisions. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they explore how Trump’s proposed tariffs are impacting global markets and tech stocks. They also dive into the latest findings from the HL Savings and Resilience Barometer, revealing why it’s harder to make ends meet when you’re single.

Helen Morrissey, Head of Pension Analysis, shares key questions to consider when planning a solo retirement. Plus, Dr Ylva Baeckström, Senior Lecturer at King’s College Business School, uncovers the behavioral science behind it all.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah examine what Trump’s presidency means for global markets, saving and investing for children and grandchildren during volatile times and the sensible planning steps we can take.

Helen Morrissey, head of pension analysis, tells us how supporting grandchildren can put you in a better position yourself, and the role that pensions play in family financial planning.

Plus, Bradley Clark, Financial Adviser at HL, brings insights from his experience advising families – what their concerns and priorities are, and some of the best tips he gives to them.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.