The LIFT Mindset

The LIFT Mindset

By LIFT-Financial GroupBusiness
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The LIFT Mindset episodes

  • 5. Women's financial wellbeing with Sarah & Suze

    Sarah and Suze explore how women are often paid less in the workforce and how life events such as having children can have an impact on women’s financial wellbeing and their approach to finances. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as advice. ​


    11 min
  • 4. Meet our Paraplanners

    Delve into the day-to-day lives of our Paraplanners. In our recent podcast, we spoke to Caroline, Lisa and Rebecca about their roles and the many benefits on offer to any Paraplanners looking to start a career at LIFT. Find out more here: https://www.lift-financial.com/paraplanning.php

    14 min
  • 3. An update from team sport about deadline day

    After a busy January with lots of player transfers, Declan Davies and Alex Carroll from LIFT-Sport talk about the challenges players face when moving clubs and the impact the tax deadline has on their financial plans. 

    This podcast does not constitute as advice. 

    To find out more visit our website. You can also follow us on social media: Facebook, Twitter, LinkedIn and Instagram. 


    17 min
  • 2. February Investment Update

    Dan Thompson discusses how financial markets fared in January, aspects that have had an influence upon markets and forward-looking expectations lately, as well as themes which have emerged amongst the latest corporate earnings season over in the United States. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    19 min
  • 1. January investment update

    A new year and a new podcast episode from Dan Thompson. He provides his monthly investment update and comments on recent trends within the market. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    21 min
  • 43. End of year investment update with Dan and James

    Our last podcast of the year… we have Dan Thompson, Investment Manager and James Cartwright, Investment Executive looking back at the events of 2022. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    34 min
  • 42. November Investment Update Featuring Special Guest Stuart Niman

    We have Dan Thompson, Portfolio Manager at LIFT-Invest and special guest Stuart Niman, Investment Consultant. This is a Q&A podcast, with them discussing many of the recent market themes and providing their thoughts on the investment outlook as we approach the end of 2022. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    31 min
  • 41. October Investment Update with Special Guest Stephen Snowden

    We have a special guest on this month’s podcast, with Dan Thompson (Portfolio Manager) being joined by the Head of Fixed Income at Artemis, Stephen Snowden. In the episode, Dan asks Stephen to share his insights into the bond market’s volatility witnessed in recent weeks, compare and contrast the period with other critical periods witnessed during Stephen’s career and provide his views on investment opportunities in the corporate bond landscape at present.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up. 

    28 min
  • 40. Keith's financial top tips

    We have a great update from Keith Marcroft, Financial Consultant providing some of his financial top tips after over 25 years in the industry. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    12 min
  • 39. September Additional Investment Update

    Given how the markets have reacted and the news surrounding the UK economy over the last few days, Dan Thompson, Portfolio Manager has decided to share another update to provide a message of reassurance and share his insight and thoughts about the current key market topics. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    The value of investments may go down as well as up.

    21 min

About The LIFT Mindset

From the publisher's feed

The aim of our podcast is to inform, educate and entertain. We will be sharing our views on current trends and predictions about the industries the LIFT-Financial Group cover. If you are interested in…