141- Legal Must Haves Part 1: Why You Need A Will
In this episode, Benjamin shares the importance of having a Will when it comes to your financial plan. You've spent years carefully building your wealth and creating a solid financial plan, but witho...
17 Apr 24min
140- How The Annual Allowance Works In Defined Benefit Pension Schemes
Benjamin explains the key differences between defined contribution and defined benefit pension schemes and how they use up the annual allowance. By the end of this episode, you'll understand the intr...
10 Apr 20min
139- Saving & Investing for Your Children or Grandchildren (The Key Things To Know)
In this episode Benjamin covers everything you need to know and do when it comes to saving and investing for your child or grandchild. There can be a lot of contradictory noise out there, but in this ...
3 Apr 21min
138- Why Age 75 Matters
Turning 75 plays a significant role in your financial plan, and more specifically the tax efficiency (or tax inefficiency) of your affairs. Whether this applies to you or someone close to you, follow...
27 Mar 30min
137- Making Sense of Financial Adviser Qualifications
When seeking financial advice, it can appear very overwhelming to understand the various qualifications that financial advisers have. How do they compare? What's 'good' and what's 'bad?' In this epi...
20 Mar 16min
136- Why You Should Avoid Target Retirement Funds
In this episode Benjamin explains why these funds, despite often sounding very sophisticated and bespoke, are in fact a dead-end to financial independence. Knowledge is power, money nerds. Join Be...
13 Mar 19min
135- Your Tax Year End Checklist
With the end of the 2025/26 tax year now only a few weeks away, now is the time to make use of your freebies and allowances and focus on paying as little tax as possible. Knowledge is power money ner...
6 Mar 20min
134- What Can We Learn From The WASPI Campaign?
It was in the news last month. Women Against State Pension Inequality. Women who argue they were not fairly notified about a rise in the State Pension age will not be paid compensation. But what ca...
27 Feb 16min
