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  • Episode 10 - What you thought you knew

    Episode 10 - What you thought you knew
    2024/01/04
    Season Two of the Financial Freedom Podcast draws to a close and the team turns their attention to common myths linked to the world of Financial Planning and Wealth Management. There are lots of misconceptions out there - so if you have a spare 20 minutes, hit the download button!
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    27 分
  • Episode Nine - Inheritance tax - and the great wealth transfer

    Episode Nine - Inheritance tax - and the great wealth transfer
    2023/12/28
    It's the penultimate episode of Season Two and the focus is on inheritance tax and the great wealth transfer. Rachael knocks host James' socks off with some hefty numbers, and difficult conversations with family members come into sharp focus. It's a pod for all ages. Hit that download button.
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    39 分
  • Episode Eight - Later Life PLanning

    Episode Eight - Later Life PLanning
    2023/12/21
    Later life planning might not be at the top of everyone's agendas - but it makes sense to talk about it sooner, rather than later. Rachael and the team discuss this issue in the latest episode of our Financial Freedom podcast series. You probably think it's not for you - but it almost certainly is, whatever your age.
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    35 分
  • Episode Seven - Vulnerability and finances; how you are affected

    Episode Seven - Vulnerability and finances; how you are affected
    2023/11/16
    We are all vulnerable at some point in our life - and that's the theme this latest podcast, as James and Rachael discuss the impact vulnerability can have on finances and making financial decisions. You may not feel vulnerable - but any number of life events can cause an individual to be in a vulnerable state. This episode applies to everyone, regardless of stage in life and is well worth a listen.
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    35 分
  • Episode Six - The Menopause

    Episode Six - The Menopause
    2023/10/19
    The menopause and how it can affect women's health, wealth and career prospects is the subject of this podcast. Host James is on a journey of discovery as Practice Principal Rachael and Client Experience Director Pam share their menopause experiences. And the ladies discuss some pretty stark figures when it comes to menopause and finances.
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    37 分
  • Episode Five - The Empty Pension Pot

    Episode Five - The Empty Pension Pot
    2023/09/28
    After the popular 'How much do I need to retire' episode, the team really drill down into the numbers and discover that many people are cruising towards difficult retirements. The website, Retirement Living Standards, says a single person requires £23,300 for a 'moderate' retirement. But the average person will receive just £12,800 a year based on the latest stats. And there are some scary figures linked to self-employed people. This pod is a must-listen for anyone with a pension. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
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    30 分
  • Episode Four - Goals - and how to achieve them

    Episode Four - Goals - and how to achieve them
    2023/09/21
    Host James wants a yacht - alas his fund is presently only fit for a pedalo. But he has a goal, which is what this episode is about. Practice Principal Rachael is joined by special guest Alex Dent from leading accountants Saint & Co, as the team explore financial goals - and what can be done to help achieve them. So if you have a dream, a business or a plan in life, this pod will help as you make some important considerations. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
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    33 分
  • Episode Three - How much do I need to retire?

    Episode Three - How much do I need to retire?
    2023/09/14
    The team turn their attention to how much an individual might need to retire. It's one of the questions they are most commonly asked, and the subject is brought to life in this insightful episode. Host James wishes to retire by the age of 55 - but are his dreams realistic? Whether you are just starting your working life, are mid-way through the journey or retirement is within touching distance this pod will shed light on what can be a complex matter. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
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    38 分