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Ever wondered what a day in the life of your favourite financial planning podcaster looks like? What do you mean, no?! This week I want to give you an insight into what a financial planner actually does each day, to make their clients’ lives better. Plus you get to find out more about yours truly, whether you like it or not!
So much of what we hear about personal finance assumes that you are part of a couple, or that you aspire to be. But what about financial planning for singles? More and more of us are remaining single for longer and we need to take matters into our own hands. Being single brings both freedoms and challenges for your money, and in this week’s show we’ll be looking at how to make the most of the opportunities.
It’s time for another return guest, and this week it’s the turn of my friend Damien Fahy from MoneyToTheMasses.com. He’s set up something which I think is going to really help a lot of people, and it’s called The 80:20 Investor. Stay tuned to find out more…
Don’t forget that MeaningfulUniversity is now open for enrolment. There is just one course on there at the moment; Learn How To Budget. More courses will follow, but LHTB will give you everything you need to KNOW and everything you need to DO to set and stick to a monthly budget. Check it out at meaningfuluniversity.com.
This week we’re going to be talking about putting your finances on auto-pilot. We all procrastinate on important decisions, and when those decisions have to be made regularly, such as how much to put aside each month for our future, they end up getting left altogether. The answer is to automate as much as possible to remove that decision making.
Don’t forget that MeaningfulUniversity is now open for enrolment. There is just one course on there at the moment; Learn How To Budget. More courses will follow, but LHTB will give you everything you need to KNOW and everything you need to DO to set and stick to a monthly budget. Check it out at meaningfuluniversity.com.
Continuing our investment masterclass, this week we’re talking about understanding costs. Every pound spent in costs as you go along your investing journey, is a pound which isn’t compounding for your benefit. So we need to know what costs you’re likely to incur, and then what you can do to keep them to a minimum. Stay tuned…
We’re continuing our Investment mMasterclass today, having taken a bit of a break for the past six weeks or so. Although, you could argue that my interview with Greg Davies of Barclay about behavioural finance was timely. Today we’re going to talk about setting targets, and perhaps more importantly, to achieve them. Stay tuned…
Here we are at session number 110 , and we’re going to be talking to a US financial planner called Carl Richards about his new book, The One-Page Financial Plan. You know I’m always banging on about planning here on the podcast, and Carl’s book distills the idea of financial planning down to the basics. Carl has a knack of explaining financial planning and particularly behavioural finance concepts in an easy-to-understand way through a series of sketches that he draws. These sketches are peppered throughout the book and also on his website, behaviorgap.com. Stay tuned for my chat with Carl…
Here we are at session number 109 , and this week we’re continuing my chat, begun last time, with Greg Davies, Head of Behavioural Quant Finance at Barclays. We’re talking about why investors are often their own worst enemies - it’s a fascinating topic with practical lessons we can all learn, so stay tuned for the conclusion of my chat with Greg in just a sec…
MeaningfulUniversity is finally ready to go live on 15th May. The first course there will be Learn How To Budget. A few of you registered on the site after my chat a couple of weeks ago with Martin O, which was meant to coincide with the launch of MU, but in the end I just couldn’t get things done for the 1st May as I hoped. As usual, I bit off a little more than I could chew! I am pleased with how the site has turned out however, so if you want to learn the best practice for setting and sticking to a monthly budget, then head on over to MeaningfulUniversity.com and put in your email address and I’ll keep you posted.
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