The Wallet

📈In this episode, we delve into the world of investing. Join us as Helena Wardle, Founder of Money Means and Partner and Chartered Financial Planner at Smith and Wardle, shares insights and strategies to bolster your investing confidence and broaden your portfolio. Together, we'll explore the significance of diversification and learn how to strike the right balance between risk and return. In a high-interest rates environment, we'll address the dilemma of whether to prioritise mortgage repayments or continue investing. 

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

REPLAY WEBINAR

Do I need a financial adviser: https://youtu.be/T1Bm_qGQvXc

RESOURCES

Full series Road to Wealth: https://www.vestpod.com/road-to-wealth-podcast

Helena Wardle: https://www.linkedin.com/in/helena-wardle-b47ab890?originalSubdomain=uk 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

Are you wondering, "Should I work with a financial adviser? How do I find one that suits me? And how much does it actually cost?" Well, you're not alone. In a sometimes complex financial landscape, managing your finances effectively is crucial, and sometimes, getting help and support is essential. Today's episode is all about demystifying the world of financial advice. I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.

PODCAST SERIES

Road to Wealth is available on The Wallet: https://pod.link/1520695849/episode/e839d25c5b41ad4c15287426ef4d28d7 

RESOURCES

Cost of advice tool: https://www.unbiased.co.uk/tools/cost-of-advice

Unbiased.co.uk adviser checklist: https://www.unbiased.co.uk/find-an-adviser-checklist.pdf 

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

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

In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom.

In this episode, with Chartered Financial Adviser Lisa Conway-Hughes, we talk about vital strategies for navigating this complex and emotional process, covering topics such as protecting your financial future, maximising savings allowances, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance, including factors that influence distribution decisions, such as close relationships, financial needs, and caregiving responsibilities.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

REPLAY WEBINAR

Are you wondering, "Should I work with a financial adviser? I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of @Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.

https://youtu.be/T1Bm_qGQvXc

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

In our hectic culture of hustling and overworking, it can feel like striking a balance between earning enough, feeling happy with our wealth - AND feeling rested and physically fit - are things that are incompatible if not impossible. 

In this episode, we speak to Helena Wardle - Founder of Money Means as well as Partner and Chartered Financial Planner at Smith and Wardle - about finding that golden balance between money and our well-being, how to avoid lifestyle creep and still feel fulfilled, the best ways to avoid retail therapy and more.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join our financial advice webinar on July 20th:

https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 

RESOURCES

Helena Wardle: https://www.linkedin.com/in/helena-wardle-b47ab890?originalSubdomain=uk 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

In this week's episode, Lisa shares her expertise on tax-efficient saving and investing, pensions, and the art of gifting. Discover how to navigate the often anxiety-inducing task of filing tax returns while gaining a fresh perspective on financial strategies.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join our financial advice webinar on July 20th:

https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

Debt can feel overwhelming and like it's weighing you down, but it doesn't have to be that way. In this episode, we discuss the different types of debt that women face, as well as strategies for paying it off and avoiding common misconceptions. From student loans to mortgages, we provide tips and advice for managing debt at every stage of life. 

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join our financial advice webinar on July 20th:

https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 

RESOURCES

Abigail Banks, Chartered Financial Planner at The Private Office (TPO): https://www.linkedin.com/in/abigail-banks-003929153/?originalSubdomain=uk 

Debt help: 

StepChange: https://www.stepchange.org/ 

National Debtline: https://nationaldebtline.org/

CitizensAdvice: https://www.citizensadvice.org.uk/ 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

In this episode, we dive into the often tricky and emotionally charged topic of money and relationships. Our expert guest shares insights on managing joint finances, communicating effectively about money, and aligning financial goals with your couple goals. We also explore practical strategies for optimising tax benefits, the cost of being single, navigating divorce, and more.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join us our webinar about financial advice on July 20th: https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 

RESOURCES

Abigail Banks, Chartered Financial Planner at The Private Office (TPO): https://www.linkedin.com/in/abigail-banks-003929153/?originalSubdomain=uk 

How to Recognise Economic Abuse, With Marisa Bate: https://www.vestpod.com/news/the-wallet-podcast/how-to-reocognise-economic-abuse 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

In today's episode, we get into the topic of death. While many of us avoid thinking about our own mortality, it's crucial to plan for the unexpected. What happens if we were to pass away tomorrow? How can we protect our assets? And how can we care for aging parents at the end of life? Join us as we discover the significance of estate planning and delve into topics such as life insurance, digital assets, trusts, and the importance of regularly updating your estate plan.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join us on July 20th for our event about financial advice:

https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847

RESOURCES

Abigail Banks, Chartered Financial Planner at The Private Office (TPO): https://www.linkedin.com/in/abigail-banks-003929153/?originalSubdomain=uk 

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

Coming soon… our new podcast series about financial advice. Most of us don’t have access to a financial adviser, so I took the questions that you sent in over the years and found some advisors to answer them. Over 7 episodes, we will deep dive into the unique challenges that we face as women throughout our lives: death, taxes, debt, wealth and well-being, protection, investing, and money and relationships.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

FREE WEBINAR

Join us on July 20th about financial advice: https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847

CONNECT WITH VESTPOD

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

Or read on: https://www.vestpod.com/podcast 

Instagram: https://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.

💸Is this the right time to invest in the UK? 

What are small cap, mid cap and large cap stocks? 

What exactly is the role of a fund manager?

On today’s episode, we speak to Jean Roche - a Fund Manager with 20 plus years of experience in the UK’s Small and Mid Caps. We discuss active investing, how to evaluate and pick stocks as a professional investor, the state of the economy and how to approach investing in line with your values and ESG.

The Wallet is hosted by Emilie Bellet - founder of Vestpod (a platform that helps women to save and invest more and provides money resources to financially empower women) and author of You’re Not Broke, You’re Pre-Rich.

Vestpod:

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

FB https://www.facebook.com/vestpod  

Newsletter https://www.vestpod.com/  

*We are not certified financial advisers. The information made available on this podcast is for educational purposes only and does not constitute financial advice. The value of your investments can go up as well as down.*

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