
133- How To Protect The Greatest Asset In Your Financial Plan (Income Protection Masterclass)
Income protection insurance is often thought of as too expensive and surplus to requirements, but this couldn't be further from the truth. It's not as complicated as it may seem and is absolutely vit...
20 Feb 26min

132- When Wealth Stops Being Just About You
Benjamin reflects this week on the subject of when wealth stops being just about you. In early life we focus on saving, investing and insuring primarily for our own benefit. But there comes a time in...
13 Feb 18min

131- Trusts (What Are They And Do You Need One?)
The word 'Trust' brings many things to mind, and often the truth of what a Trust is, and what they can be used for, is lost in translation. In this episode Benjamin explains the role of Trusts in fin...
6 Feb 22min

130- How Many Good Summers Do You Have Left?
Benjamin takes a step back from the heavy finances this week and focuses instead on the heavier questions that we all need to ask ourselves from time to time. We're all aware of the finitude of time,...
30 Jan 12min

129- Million Pound Pension Tick-Box Mistakes
We've all been there... You tick a certain option on a pension form because you don't really understand it and surely it can't make that big an impact, can it? ... Fear not, in this episode Benjamin s...
23 Jan 12min

128- Why A Cash Flow Model Is Critical For Your Financial Plan
Without a cash flow model you are simply planning blind. How do you know if you have 'enough' if you don't start with the end in mind and work backwards? In this episode Benjamin describes what a cas...
16 Jan 20min

127- Quick Wins To Start 2026
Fear not money nerds, this isn't a generic run through of the dreaded financial new year's resolutions. Nobody ever sticks to those anyway. Financial planning is dull and sticky, and you want low eff...
9 Jan 23min

126- A £1.5M Portfolio Is Easier To Achieve Than You Think
In this, the final episode of Headsup on Money for 2025, Benjamin builds on last week's discussion on how much you should target in your 'retirement pot' to achieve a comfortable retirement. Achievin...
19 Des 202522min



















