The Wallet

Today we're answering a question from one of our Money Matters Festival attendees who wanted more information about building her first portfolio of investments.

Whether you're starting from scratch or looking to refine your strategy, Emilie Bellet is giving you a 10-steps checklist to understand and select your portfolio. We will be covering risk / reward, asset allocation and diversification, balancing a portfolio, passive approach with funds and also monitoring.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk.

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe

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

RESOURCES

Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/get-started-with-your-investment-portfolio

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions: https://www.pensionbee.com/podcast

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

Women often shoulder two-thirds or more of the unpaid domestic work and childcare responsibilities for their homes and families. This has significant effects on relationships, wealth, and overall well-being.

In this episode, Eve Rodsky discusses how to make societal change one partnership at a time, aiming to redistribute domestic work and redefine relationships. We look into actionable systems outlined in her book and platform Fair Play, addressing mental load, returning to work, and the importance of prioritising alone ‘unicorn’ time.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk. 

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES

Main takeaways: https://www.vestpod.com/

Eve Rodsky: https://www.everodsky.com/

Fair Play: https://www.fairplaylife.com/

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions.

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

Join us as we explore the emotional journey of divorce with Tosh Brittan, a divorce empowerment coach and counsellor with over 17 years of experience. Discover how to prioritise your well-being amidst challenging relationships, overcome emotional hurdles, and find support in navigating the complexities of divorce and family conflicts.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk. 

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES

Main takeaways: https://www.vestpod.com/

Tosh Brittan | Relationship Resilience Coach: https://www.toshbrittan.com/ 

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions.

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

If discussions about death are sensitive for you, feel free to skip this one.

In this episode, we are joined by Selina Flavius, the powerhouse behind Black Girl Finance. Selina shares her personal journey of unexpected loss in early 2022, when her fiancé passed away.From abruptly shifting wedding plans to not even being welcomed to his funeral and navigating the aftermath, Selina graciously shares her story of loss and recovery, how she found purpose after her loss and the profound impact it had on her financial values and priorities.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk. 

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES:

Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/how-to-find-purpose-after-a-death-with-selina-flavius

Road to Wealth podcast series about financial advice

Black Girl finance: https://blackgirlfinance.co.uk/ 

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions.

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

💸It’s time to Spring clean your finances! Today's episode focuses on setting financial goals for yourself. Only one in six Brits (17%) confess to having no defined financial goals, and 80% haven't discussed their financial goals with their bank. 

Laura Newman, Head of NatWest Premier Financial Planning, shares insights and tips on the timing of setting financial goals. She suggests now is a good time for a financial Spring cleaning, eliminating unnecessary direct debits and subscriptions while focusing on clear future objectives.

We discuss how to set financial goals, prioritise them, and determine when to review them. We explore the importance of designing the life you want to live.

SPONSOR

Thank you to our partner NatWest Premier. Whether it's discovering ways to make your money grow, or planning your next new goal, your Premier Manager will help take your money to the next level so that it serves all your needs.

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES:

Previous podcast episodes with Laura:

Securing your financial future in 2024

Why do we keep salary secrets?

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

Are you looking to grow your money and achieve your financial goals? Join Emilie Bellet as she offers insights and practical tips to get started investing in the stock market for the long term. In this episode, Emilie covers everything you need to know before diving into investing, how to align your investment choices with your goals, inflation, and risk tolerance, as well as guidance on navigating taxes in the UK: ISAs and pensions.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk. 

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES:

Main takeaways: https://www.vestpod.com/news/

Pension Calculator: https://www.pensionbee.com/pension-calculator 

Boring Money compare platforms: https://www.boringmoney.co.uk/compare/ 

Vestpod’s worksheet (make a copy or download it)

Road to Wealth podcast series about financial advice

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions.

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

Have you ever wondered about the importance of romance in our lives and that we can find it in and through business? But also how to strike the perfect balance between career ambitions and personal happiness? In today's episode, Emilie Bellet is joined by Tim Leberecht, an author, curator, and entrepreneur, known as the co-founder of the House of Beautiful Business. 

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 229,000 customers saving with PensionBee. When investing, your capital is at risk. 

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

RESOURCES:

Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/romance-back-in-business-tim-leberecht

Tim Leberecht’s page: http://timleberecht.com/

The House of Beautiful Business: https://houseofbeautifulbusiness.com/ 

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions.

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

💸Today's episode is all about breaking the silence around salaries and how to navigate those conversations. We talk about common misconceptions people have about discussing salaries, how to navigate discussions about finances when there's a significant income disparity between partners and how working with a financial planner can help you plan for the future.

In this episode of The Wallet, I interview Laura Newman, NatWest Premier’s Head of Financial Planning. 

SPONSOR

Thank you to our partner NatWest Premier. Whether it's discovering ways to make your money grow, or planning your next new goal, your Premier Manager will help take your money to the next level so that it serves all your needs.

RESOURCES:

Salary Secrets – one in five Brits don’t share how much they earn, even with their partners by NatWest

Psychology research mentioned by Laura is by Olson et al 2023.

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 

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

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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

Join Vestpod’s Money Matters Festival on Sunday, March 3rd, 2024, from 10:30 am to 7:00 pm, at KOKO in Camden.

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🎟️ Secure your spot now, early bird tickets are almost gone, at:

https://www.vestpod.com/moneymattersfestival 

⁠

And as a thank you for being part of our podcast community use the code THEWALLET for £10 off. 

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

There are many challenges when it comes to managing finances as women. We’ll try to understand what the current economy is like, and what can be changed. From pension to wealth gaps, to the structural issues and what women are tirelessly doing to try to and change the game.

This is the recording of Money Matters Festival held on Oct 9th, 2022 at The NED in London with Isabel Berwick (Host of the FT's Working It podcast and co-editor, Working it newsletter), Romi Savova (CEO of PensionBee), Bev Shah (The City Hive) and Selina Flavius (Black Girl Finance).

Understanding money is the key to financial wealth, and that's precisely where we come in.

The Wallet explores every financial topic under the sun, from picking stocks and paying off debt to financial bubbles and alternative investments. It’s all jargon and judgement free, and you’ll come away from every episode with tools to multiply your money and make it work for you.

Every other week, we answer your questions, so if you want to ask us anything, please shoot away!

Hosted by former private equity analyst, author of You’re Not Broke, You’re Pre-Rich, and Vestpod founder, Emilie Bellet.

CONNECT WITH VESTPOD

Join the Festival at KOKO: https://www.vestpod.com/moneymattersfestival 

To bring your brand to life in this podcast, email podcast(at)vestpod.com

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe  

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

Article: https://www.vestpod.com/news/money-matters-festival-2022-where-do-we-stand-today 

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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